Gabriele Bellotto

Curious to know how Julius Baer's experts interpret the findings of the latest Family Barometer? Explore the full report, in collaboration with PwC Switzerland, for the full story: https://ow.ly/VBCB30sIeic #WealthPlanning #family

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Navigating private markets can be complex, from choosing the right deals to selecting the right managers. At Petiole, we simplify this journey by offering access to a well-diversified portfolio, spread across regions, industries, managers, and asset classes—ensuring our investors benefit from risk-adjusted returns in the private markets.

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J. Safra Sarasin Acquires Zurich-Based Asset Manager: The Swiss-Brazilian private bank has never hidden its ambition to grow through acquisitions. Now, the Basel-based institution has completed a takeover in Zurich. #JSafraSarasin #MIVAssetManagement

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The Lucerne Alternative Investments Fund (LAIF) July 2024 Factsheet is now live on our website.   Our report explores the cyclical nature of big-idea investing and the consequences for investors, where initial hype and inflated expectations often lead to disappointment when performance falters.   You can read our insights and analysis at the link below: #alternatives #Alts #investments #performance

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🔹 Alternative Assets News in the Swiss Financial Market 🔹 At SMAT, we understand the growing popularity of private assets, driven by their potential for greater returns and downside protection. What are Alternative Assets? Alternative assets are non-traditional investment vehicles that include private equity, private debt, real estate, infrastructure, and commodities. These assets typically exhibit low correlation with standard financial instruments like stocks and bonds. As mentioned in 2023 in a study by Lombard Odier involving 300 wealthy Swiss investors (HNWI), 42% have increased their investments in alternative and unlisted assets. Notably, 43% of Swiss-German investors believe private assets have shielded their wealth from market turbulence, compared to 24% in Romandy.   Unlisted assets have often outperformed, delivering double-digit returns over the past 20 years. Two-thirds of investors under 35 expect higher returns from private investments compared to traditional markets. The trend towards alternative assets is on the rise, with significant growth anticipated by 2025. Let's explore alternative investment opportunities to maximize your returns and strengthen your portfolio. 🌐🔍 You are a professional of finance. Join our wealth management community and get access to our latest exclusive private market opportunities at https://lnkd.in/ezmFhtmS   #Investment #Finance #AlternativeAssets #HNWI #PortfolioDiversification

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Learn more about one condition that leads to the fact that #Floin is one of the best provider on the market! #FirstPremiumCryptoPlatform #digitalassets #fintech #banking #innovation #trust #securities #blockchain #tokenization #assetmanagement

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Our latest Distress Alert report highlights that the number of Swiss companies in financial distress fell from 6.1% to 5.2%. Managing Director Alessandro Farsaci, CFA has been featured in HANDELSZEITUNG, AWP Finanznachrichten AG and Switzerland's Dow Jones, providing insights into the increase in restructuring activities in Switzerland. Read the article: https://okt.to/b1RNZL #AMon #Restructuring #Turnaround #DistressAlert

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Curious to know how Julius Baer's experts interpret the findings of the latest Family Barometer? Explore the full report, in collaboration with PwC Switzerland, for the full story: https://ow.ly/kI0c30sIb0i #WealthPlanning #family

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Switzerland has a large number of Single Family Offices. A study now highlights their importance for the Swiss financial center and points out some issues. #castlefamilyoffice #swiss #gold Secrecy is inherent to the nature of Single Family Offices. Another hallmark is their economic power: Single Family Offices manage vast fortunes. In the industry, they are often referred to as a sleeping giant. Assets Under Management (AuM) of CHF 600 Billion This description fits quite well, as a study by the Swiss Institute of Banking and Finance at the University of St. Gallen (SBF-HSG) commissioned by the Swiss Single Family Office Association (SFOA) shows. It concludes that the net assets of Swiss Single Family Offices (SFO) amount to 600 billion Swiss francs, including stakes in family-owned businesses. By comparison, external asset managers (EAM), including Multi Family Offices, managed assets of around 500 billion Swiss francs. The study also shows that Single Family Offices are a young industry. Unlike SFOs abroad which often serve a family over many generations, most Family Offices in Switzerland primarily serve the first and second generations. Many Single Family Offices are Backed by SME Companies For the study, 220 Single Family Offices based in Switzerland were contacted, and 70 responded. The association estimates that there are between 250 and 300 SFOs in Switzerland, so the responses represent about 25 percent of the industry. It is also noteworthy that 70 percent of the surveyed SFOs are backed by a family business, mostly SMEs. This underscores their significance as an economic factor. In 70 percent of Swiss Single Family Offices, the family is actively involved. «Single Family Offices are an essential part of the DNA of the entrepreneurial country Switzerland,» says Kurt Moosmann, President of the SFOA, in an interview with finews.ch.

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It's important that real estate investors consider the big picture. Markus Waeber, Julius Baer's Head of Indirect Real Estate Advisory and Intelligence, explains: “Diversification, liquidity and risk-return parameters are important to consider." Whether you’re looking for direction in business, succession, or real estate – Julius Baer experts have holistic advice that can help. ➡️ Explore the article for key tips: https://ow.ly/vrGx30sGGM5 #360WealthManagement

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𝗟𝗶𝗲𝗰𝗵𝘁𝗲𝗻𝘀𝘁𝗲𝗶𝗻’𝘀 𝗔𝗔𝗔 𝗥𝗮𝘁𝗶𝗻𝗴 𝗥𝗲𝗮𝗳𝗳𝗶𝗿𝗺𝗲𝗱 Liechtenstein remains a leading business hub and international financial center in the heart of Europe.   S&P Global Ratings reaffirmed that Liechtenstein has once again achieved the highest credit rating of AAA with a stable outlook, on November 25. This reflects the countries strong financial position, effective governance, and economic resilience, even amid external challenges.   S&P Global highlighted the successful accession to the IMF as a further contribution to Liechtenstein’s long-term financial stability.   Prime Minister Daniel Risch underscored the importance of prudent budget management and preserving Liechtenstein’s favorable conditions as the foundation for stability and effectively addressing future challenges. Read the press release here: https://lnkd.in/eFtFzJUF   #Liechtenstein #AAA #SPGlobal #EconomicStability

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🚀 We now offer our e-trading customers saving plans for ETFs, shares and themed certificates. This makes regular investing even easier. Our Chief Investment Officer, Philipp Merkt, explains how it works and who the saving plans are suitable for. 🔎 Philipp, why does PostFinance now offer saving plans for ETFs, shares and themed certificates? “We see lots of potential in saving plans, as the function is becoming increasingly popular with investors due to its simplicity and cost efficiency. Put simply, a saving plan works like a standing order that allows you to invest money on a regular basis – for example, weekly, fortnightly or monthly.” 🔎 Who is the service suitable for? “The service is suitable for private individuals who wish to invest in securities cost-effectively and with ease, and to benefit from the opportunity to build up assets automatically over the long term.” 🔎 How will the service develop in the future? “Next year, we will implement fractional trading, i.e. the option of buying fractions of securities. In future, it will also be possible to open saving plans via the PostFinance App.” ➡️ More information about the new saving plans: https://bit.ly/4cnrhVz

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Whether they’re located in Asia or the Americas, families often have similar goals and concerns for their next generation. What are the common pain-points facing wealthy families across regions? The Julius Baer Family Barometer, in collaboration with PwC Switzerland, surveys those who are closest to these families to find answers. ➡️ Discover the full report now: https://ow.ly/OnEC30sI4NP #WealthPlanning #family

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The Julius Baer Foundation is dedicated to bridging the gap between the disadvantaged and the privileged. By fostering collaboration and sharing knowledge, the aim is to create equal opportunities for everyone. ➡️ Learn more in this video and download the Julius Baer Foundation Annual Report 2023 here: https://ow.ly/lyAF30sEGjF #CompanyInsights

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🎊 Straight from the SPHERE Swiss Financial Arena EAM Event in Zurich, where my co-founding partner Tonia Zimmermann is moderating the panel about Next Gen‘s investment behaviour. 💡 Inspiring insights from Karin Brogle, Stefan Buck und Jonas Bächinger! 🤩 Stay tuned, more on the topic to follow! #nextgen #investing #futureofinvesting

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Read this insightful interview with Robeco’s Head of Thematic Investing, Ralf Oberbannscheidt on Asset Management Association Switzerland, and find out where he sees new trends emerging that could be interesting for the coming decades.   👉  We have entered this year with a keen sense of purpose and optimism. We are encouraged by several trends which present significant growth opportunities that our thematic strategies are well-positioned to leverage.   From small cap to mega-cap, companies’ balance sheets are in much healthier shape, having spent the past 15 years repairing outstanding debt issues. This deleveraging has been possible also through positive earnings developments, disciplined mergers and acquisitions, and less exuberant managements compared to some investment periods in the past.   The M&A market is slowly reviving which means valuations of targeted companies (the sellers) are looking more attractive to buyers. We also expect to see more IPOs, given renewed appetite and liquidity in the market.   Read interview here: https://ro-be.co/2p9x9xzd   #assetmanagement #headofthemonth #thematicinvesting

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