Markus Fuchs

Half-Year Reports also in English available Our three real estate funds presented their half-year results for 2024 today: 👉 Helvetica Swiss Commercial Fund (#HSCFund): Net income of CHF 12.4 million in the first half of 2024 contributes CHF 3.40 to the distribution per unit; 34,500 m2 new and re-let with an average term of five years; HSC Fund is the best-performing listed Swiss real estate fund with +21% since the beginning of 2024. 👉 Helvetica Swiss Opportunity Fund (#HSOFund): Vacancy rate reduced from 5 % to 2.3 % as at June 30, 2024; preparations for the merger with the Helvetica Swiss Commercial Fund (HSC Fund) are on track. 👉 Helvetica Swiss Living Fund (#HSLFund): debt ratio significantly reduced to 31.5 % as at the end of August 2024; EBIT margin increases from 56 % to 63 %. Further details, facts and figures can be found in the 2024 half-year reports: https://lnkd.in/egnh_Zx9 #realestate #investment #fund #halfyearresult #ipo #merger #hscfund #hsofund #hslfund #pensionfunds #assetmanagers #familyoffice #helvetica, Helvetica Property Group, Marc Giraudon, Urs Kunz, Dominik Fischer

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🌟 Discover the Strategic Benefits of Liechtenstein Family Foundations! 🌟 Are you seeking a robust structure for asset protection, succession planning, and wealth management? Look no further than Liechtenstein Family Foundations, a premier choice for those who value stability, flexibility, and privacy. 🔹 Why Liechtenstein? Unmatched Stability: Liechtenstein’s political and economic environment provides a secure foundation for wealth management. Legal Certainty: With a comprehensive legal framework, Liechtenstein ensures robust protection and clarity for foundation assets. Tax Efficiency: Liechtenstein offers favorable tax conditions, making it an ideal jurisdiction for family wealth planning. 🔹 Key Benefits of Liechtenstein Family Foundations: Enhanced Privacy: Maintain confidentiality with discretionary family wealth management solutions. Succession Planning: Seamlessly transfer wealth across generations while preserving family values and intentions. Asset Protection: Safeguard assets from legal claims and potential creditors with a solid legal structure. 🔹 Why Partner with TBA Associates? At TBA Associates, we specialize in guiding clients through the establishment and management of Liechtenstein Family Foundations. Our expert team ensures that each foundation is tailored to meet the unique needs and objectives of our clients. 💼 Learn More: Dive deeper into how a Liechtenstein Family Foundation can serve your family’s legacy and wealth management goals. Visit TBA Associates for more details! Let’s connect and discuss how we can help you protect and grow your family’s wealth with a Liechtenstein Family Foundation. Read more: https://lnkd.in/eZvhSq7X #WealthManagement #AssetProtection #SuccessionPlanning #FamilyFoundation #TBAAssociates

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🌍 Even when you're on a well-deserved holiday in the beautiful Swiss Alps 🏔️, the responsibility of managing your clients' wealth never truly takes a break. As a Swiss asset manager, staying connected to both your clients and portfolios is essential, no matter where you are. That's where Finup comes in. Finup is a cutting-edge wealth tech solution designed to keep you in control, even from a distance. Whether you're by the lake or on a mountain peak, Finup ensures that your operations run smoothly, compliance is maintained, and your clients remain well-served. Don't let your holiday become a time of stress—stay connected and confident with Finup. #WealthManagement #FinTech #WealthTech #AssetManagement #SwissFinance #ClientEngagement #FinupApp

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I am extremely happy and proud that after months of work with a great team we now expand our product portfolio with the launch of three new funds on the major investment themes of 'Digital Economy,' 'Circular Economy,' and 'Healthy Longevity'. Thematic investments with a focus on sustainability have a tradition in asset management at Zürcher Kantonalbank. For almost 20 years, the existing thematic funds have focused on growth opportunities in the two investment themes 'Water' and 'Climate.' Swisscanto Asset Management International Zürcher Kantonalbank #sustainablefinance #digitaleconomy #circulareconomy #healthylongevity #water #climate

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Swiss Life Asset Managers: Capital Increase Sets New Benchmark: Swiss Life Asset Managers successfully completes the largest capital increase to date for a publicly listed Swiss real estate fund, raising approximately 610 million Swiss francs in new capital for the fund. #swisslifeassetmanagers #capitalincrease

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I’m thrilled to have been featured in yesterday’s print edition of #BörsenZeitung and the accompanying podcast #BettingBillions! 🎙️ It was a pleasure discussing with Philipp Habdank the evolving dynamics of the German Private Credit Market, particularly as interest rates return to more normalized levels. Key Takeaways from the Discussion: 1️⃣ Refinancing Challenges Ahead: Aggressive financing structures in the competitive segments of the market will face significant obstacles in the coming years. 2️⃣ Rising Deployment Pressure: The same pressures that created these structures are persisting, resulting in further spread compression and weaker credit documentation. 3️⃣ Fixed Income is Back: Institutional end investors (insurance companies, pension plans, etc.) are adjusting their strategies: Shifting capital toward fixed income and mitigating volatility by investing in large, scalable beta-focused Private Credit Funds. Augmenting balanced credit portfolios with specialized Private Credit Fund Managers. Bottom Line: Discipline, selectivity, and historically defensive credit underwriting are being rewarded in this environment. Managers who resisted market terms are now outperforming peers on a like-for-like basis. The good news? The Private Credit market continues to grow. As credit manager consolidation progresses, we can look forward to a healthier, more mature asset class. A big thank you to #BörsenZeitung and Philipp Habdank for this great opportunity! I’d love to hear your thoughts—how do you see these trends shaping the future of Private Credit? #privatecredit #privatedebt #privateequity #buyandbuild #fundraising #leverage

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Swiss regulators are beginning to wake up to the fact they have created a monster. FINMA wants to be allowed to restructure UBS The supervisory authority is demanding more options in order to be able to react in a crisis. For example, FINMA wants to be allowed to order partial sales. FINMA has begun to learn the lessons from the Credit Suisse crash and put them into practice. https://lnkd.in/eQGa_8g3

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“We are seeing that managers are simply calling more capital than they are giving back, in part because they recognize that they have to start putting all the capital they have raised to work as investment periods continue to tick by,” says Jochen Mende, Head of Private Equity Secondaries at UBS Asset Management. Read the full roundtable at http://from.ubs/6043YtHqf #PrivateMarkets #AssetManagement #PrivateEquity #ShareUBS

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Good afternoon dear investors, network and friends, Please find attached the extract of the Eriya Weekly Market Report. We wish you a nice and sunny weekend Your ERIYA Team Melanie Struffi Edoardo Conforti Roger Hengartner Jonas Holzreiter Sandro Schmidlin Source: Survista Financial Advisors AG #investing #investmenttrends #economy #innovation #bankingindustry #wealthmanagement #structuredproducts #investmentsolutions #assetmanagement #markets #banking #linkedin

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Private markets remain muted in Q3, but recent interest rate cuts could prove a tailwind 06.11.2024 - Investoren Plattform News: Private Debt The latest Preqin Quarterly Updates show challenging fundraising and deal-making conditions for fund managers across most asset classes and regions. But interest rate cuts around the world could provide a tailwind in the final quarter of 2024. und mehr als 9.700 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k

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Philipp Fischer and Philippe Bens presented the "L-QIF" in the context of at the annual EAM Day hosted by SPHERE Swiss Financial Arena. The Limited Qualified Investor Fund (L-QIF) has been in force since March 1, 2024. The L-QIF is a new category of collective investment, designed to enhance the attractiveness of Swiss investment funds. The L-QIF is not subject to FINMA authorization. It is reserved to qualified investors and is generally administered by a fund management company. You will find below three short videos (3 minutes each) presenting this new instrument: L-QIF – Part 1: Key features (https://lnkd.in/eyrcrkhm) L-QIF – Part 2: Specific aspects (https://lnkd.in/enfaVQHx) L-QIF – Part 3: Use cases (https://lnkd.in/eTrtWvMJ)

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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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🔹 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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