Jonathan S.

As Swiss pension funds show increasing interest in private markets, Petiole Asset Management provides a unique opportunity for investors to diversify their portfolios globally. With expected net returns of 12 to 15% in USD from our private equity offerings, our strategy focuses on sustainable, long-term value creation across diversified sectors. Curious about how private equity can strengthen your portfolio? Read the full interview with our Associate Relationship Manager, Lukas Burghardt, to learn more about the growing interest of investors in private markets: https://lnkd.in/dihUhucN Contact us to explore investment opportunities tailored to your goals. #PrivateEquity #InvestmentOpportunities #PortfolioDiversification #GlobalInvesting

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We have a range of small & mid-cap investment solutions that take advantage of individual market dynamics. DISCOVER how we harness value in Swiss SMID equities 🔗 https://lnkd.in/e2JpY_Hb #SMID #Swissequities #smallandmidcap #small&midcap For professional investors only. Capital at risk.

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The TRADE sits down with Luca Paolini, chief strategist at Pictet Asset Management, to discuss the key themes that impact strategies recommended to investors, how these strategies are executed by traders, and the impact of the current macro landscape. #firesidefriday #interview #pictetassetmanagement #chiefstrategist #strategy #macro #markets #trading

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What are private assets? In this episode of 'Demystifying Finance', our Pictet graduate, Alicia Guillet, demystifies private assets, outlining the key to success in private markets. What financial concepts would you like us to demystify in upcoming episodes? #Pictet #DemystifyingFinance #PrivateAssets #PrivateMarkets

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💡 Dive into the world of Swiss financial services with i.AM Lab! We’ve scrutinized over 20 providers’ mobile and online presence, with a laser focus on pillar 3a. 🔍 Pension funds may seem mysterious, but they’re a cornerstone of Swiss retirement planning. Our analysis reveals that providers have untapped potential in the #digital realm. 🚀 Ready to seize the market? It’s time for a digital makeover! Smart solutions are the key to attracting new customers and securing market share. 🕳 Don’t fall into the trap of assuming rational user behavior! We’re here to shake up the status quo and prioritize customer interests over internal processes. 💪 At i.AM Lab, we’re primed to revolutionize the game. Let’s elevate your digital strategy and pave the way for an unparalleled customer experience. Explore more at https://lnkd.in/dAWUtxs6 #FinancialServices #DigitalTransformation #SwissFinance Pascal Naegeli Andreas Timpert Renato Schneeberger

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Discover the most popular free-buy ETFs at Swissquote Bank Europe! From Semiconductors to Silver, these five ETFs capture some of the biggest market trends over the past year. Want to invest in ETFs? Take advantage of our permanent free-buy offer and pay zero commission on over 120 ETFs from Amundi ETF, Indexing & Smart Beta and WisdomTree in Europe. Explore the full list of eligible ETFs here 🔗 https://lnkd.in/dMfgRsJa Terms & Conditions apply. #TopETFs #Investing #FreeBuy

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#Interview: Investing in #Asia has undergone significant changes in recent years. It might be the time for a different approach. Pictet Asset Management explains the advantages of Asia #equity long/short. #assetmanagement https://lnkd.in/dfxdRDf3

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What does 2024 have in store for investors and their portfolios? Our partner, Zephyr, reached out to investment management experts to share key insights, which we’re bringing to you 🙌 Listen to Gert van der Geer, Pictet Asset Management, as he talks about thematic investing, locating trends and more! See more 👉 http://spr.ly/6041jzMTd #investors #invest #portfolio #assetmanagement #investmentmanagement

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Out now: The latest Swiss Structured Product Industry Report Q1 2024! 🎉 The industry achieved a turnover of CHF 49 bn in the first quarter of 2024. It was thus around 20% above the level of the previous quarter, when sales of CHF 41 bn were achieved. The largest turnover share in Q1 2024 is accounted for by yield enhancement products (45%), followed by leverage products (26%). Participation and capital protection products accounted for 14% and 10% of quarterly turnover in Q1 2024, respectively. In Q1 2024 reverse convertibles generated the highest turnover (CHF 12 bn), followed by trackers (CHF 6 bn), and warrants with knock-out (CHF 5 bn). Equities remain the dominant asset class with 54% of turnover, while Foreign Exchange, Fixed Income and Commodities account for 22%, 10% and 5% of quarterly turnover, respectively. Non-listed products generate 67% of total turnover in Q1 2024. At 56%, the primary market achieves a higher share of turnover than the secondary market. The USD achieved the highest share of turnover with 42%. Together with the EUR and CHF as the most important currencies for Structured Products, it accounts for 90% of total turnover. #SSPA #StructuredProducts #SwissStructuredProductIndustryReport

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Join us to hear more about: “The largest opportunities and challenges in digital assets adoption within Swiss wealth management” Panel discussion speakers are: - Belal Mohammed Khan - Sanjeev (Sunny) Karkhanis, CFA, CPA - Marcel Niederberger moderated by Janina Vinklere. Join us on September 25th at 6 pm CET to hear the latest financial and crypto market updates. Register via the link in the comments below. #web3 #digitalassets #crypto #ficas

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Pictet Asset Management: Among Global Top 10 for Responsible Investment   We are thrilled to announce that Pictet Asset Management has secured a coveted position in the global Top 10 of the "Responsible Investment Brand Index." This index evaluates 600 asset managers worldwide for their dedication to responsible investing. Pictet is proud to be recognised for the commitment to making a positive impact through responsible investment practices. Read more here: https://lnkd.in/epDFS36y #PictetAssetManagement #GlobalTop10 #ResponsibleInvesting

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🚨 Pictet Alternative Advisors Launches ELTIF: Investing in Environmental Innovation for Sustainable Growth - Pictet Alternative Advisors (PAA) announces the launch of the European Long-Term Investment Fund (ELTIF) Pictet Private Assets SICAV Environment Co-Investment Fund I ELTIF. - The fund provides access to investments in private companies with innovative environmental technologies. - It will focus on 20-25 investments sourced from the Pictet network, which includes over 90 private equity managers. - The fund's investment approach aligns with nine planetary boundaries, with six already outside the safe operating space for humanity. - Private capital is crucial to catalyze investments in technologies that address environmental challenges. - The environmental technology market is expected to reach twelve trillion dollars by 2030. - The fund targets attractive opportunities in five rapidly growing segments: - Greenhouse gas reduction - Sustainable consumption - Pollution control - Circular economy - Enabling technologies - Managed by Pierre Stadler and Nicolas Thomas, leveraging over 25 years of thematic investment experience and 300+ co-investments executed since 1992. - Pictet offers 20 thematic investment strategies, including eight environmental ones, with over 70 investment professionals. - The strategy is classified under article 8 of the EU's Regulation on disclosure of information relating to sustainability in the financial services sector (SFDR). - The minimum subscription amount is 10,000 EUR for retail investors (P EUR class). - Pierre Stadler emphasizes the significant value creation potential in investing in private equity co-investments targeting environmental challenges. - Nicolas THOMAS highlights the financial opportunities in environmental solutions, underscoring the transition to a more sustainable world as a key societal challenge. Pictet Group Pictet Asset Management Pictet Wealth Management

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❤️ Nothing means more to us than the positive feedback we receive from our Partners! 💻 BuildAnETF.com ▶ How to build an ETF in the European market: https://lnkd.in/eYeJY4_m For professional investors only. Capital at risk. #ETFs #InvestmentManagement #AssetManagement #FinancialServices #WealthManagement #EuropeanMarkets #InvestmentStrategy #WhiteLabelSolutions #MarketingCommunication

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Today, the Kaufmann Equity fund publishes its Q1 2024 update. Qualified investors domiciled in Switzerland can access the monthly letters and quarterly reports on demand by direct messaging Alexandre Kaufmann. This slide shows the fund's current top 15 investments, including Alphabet Inc., Apple, Belimo, Canada Goose, Geberit, Meta, Mettler-Toledo International, Inc, Microsoft, MicroStrategy, Philip Morris International, Sika, Tencent, Tesla, Unilever and VZ VermögensZentrum. What do these companies have in common? They all enjoy strong leadership, often still led by their founders. They have meritocratic corporate cultures and are agile in responding to change. They continue to invest in their growth initiatives, positioning themselves to benefit from significant megatrends such as digitalisation, climate change, and the aging of world population. Finally, these companies continue to generate superior economics, aligning with the fund's investment framework.

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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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Where to put $10 trillion? Is the recent hype around money markets justified? Gianluca Ungari, Sven Schubert, and Andrea Gentilini from Vontobel's Quantitative Investments team say no. Instead, they highlight the benefits of defensive multi-asset portfolios for cautious investors. Get the latest insights in their Quanta Byte update: https://bit.ly/3YP4uNs #Vontobel #Investing

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Publically listed brokers are rare. Only a handful, including IG Group, Plus500, CMC Markets, Interactive Brokers, Swissquote, Admirals, XTB and a few others dominate the space.   The short list of publicly-listed brokers has remained unchanged since 2016 when XTB debuted on the Warsaw Stock Exchange.   But with the huge spike in online trading in the last decade, why are so few brokers publically listed, and could we see a buck in the trend any time soon? 🔗 Read the full story: https://lnkd.in/dkzYwGCV Mentions: IG Group Plus500™ CMC Markets Swissquote Admirals XTB online investing ThinkMarkets eToro Yoni Assia Andrew Saks

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