Wissen und Neuigkeiten zur Vermögensverwaltung

December was dominated by the central banks and a year-end rally year-end rally failed to materialize for once!

In November, the financial markets were clearly dominated by the US presidential elections.

Surprisingly, the upcoming US presidential elections had little impact on the financial markets for most of October.

In an independent and exclusive study conducted in cooperation with the Institut für Vermögensaufbau, Capital magazine awarded us the highest rating of 5 stars.

September got off to a subdued start after many share indices had previously reached new highs.

August started with a tremor on the global stock markets. Following weak labour market figures in the USA and a surprising cut in the Bank of Japan’s key interest rate, investors switched to ‘risk-off mode’.

The stock markets presented themselves inconsistently in July. While most European markets recorded slight gains, the US technology markets in particular lost ground.

Central banks and their interest rate decisions were at the centre of attention in June. While the ECB made its first interest rate cut since 2019 as expected, the Fed kept its key interest rate range unchanged.

After a mixed previous month, May saw a spring awakening on the markets, with various indices reaching new highs in the meantime.

In April, the upward trend on the financial markets, which had been ongoing for months, came to a halt.

The stock markets continued their record-breaking run in March, repeatedly reaching new highs.

We are proud that we are once again among the TOP 50 INDEPENDENT ASSET MANAGERS 2024 Switzerland, as we were last year.

Saving – an outdated model or more in vogue than ever? On the surface, you might think that saving is a relic from a bygone era, a kind of extinct custom from the last millennium. The fact is, however, that the savings rate of private households (by...

In February, the stock market music played in the USA and Japan in particular, while the stock markets in the rest of the world largely treaded water.

The stock markets made a subdued start to the new year. The surprisingly strong US labour market data caused government bond yields to rise, leading to a certain degree of caution among investors.

A volatile and challenging year on the stock markets has come to a thoroughly conciliatory end

A strong countermovement

October lives up to its reputation!

This year, the summer saw ups and downs on the stock exchanges, ranging between five and ten percent, depending on the market.

September was marked by constant ups and downs, but once again the market could not get rid of the lethargy of the last weeks.

In August, the two most important economies, the USA and China, were the focus of the markets and determined their development for the most part.

Positive end to the month after a slow start

The markets started the second quarter of the year with vigor.

A solid 1st half-year

Take a breather

With optimism into spring

It is typical for the beginning of a new year that optimism and confidence dominate the scene, especially in the opening weeks.

THE BEST 50
INDEPENDENT ASSET MANAGERS 2023
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Banks cause turbulence

After the euphoria comes consolidation

A fantastic start

For us asset managers, the question arises as to which complex of topics we have to deal with intensively, which trends are beginning to develop and, even more importantly, which are coming to an end.

Active management beats passive products

Global stock markets were able to carry over the momentum from the previous month and made further gains in November.

Since we are constantly receiving inquiries from many sides on the subject of cryptocurrencies in the current environment, we would like to make a brief addendum to our article “Demise of cryptocurrencies” .

A golden October

As expected, we have had a hot summer – not only in terms of temperatures.

September more than lived up to its reputation as the weakest stock market month of the year.

The stock markets got off to a mostly positive start in August, carrying over the momentum from the previous month.

In July, the financial markets again had to contend with various challenges, with galloping inflation worldwide continuing to be the market-dominating issue.

The second quarter was not spared a downward slide either.

In tranquility lies strength.

Experience and clear strategy bring countable results

The IIGCC is the European membership organization for investor collaboration on climate change.

Springtime is payout time

The first quarter of the new year was overshadowed by the invasion of Ukraine by Russian troops.

The war in Ukraine caused very great uncertainty on the financial markets at the beginning of the month.

Citywire Switzerland ranked us among the top 5 in the group “Bonds – Global Flexible”.

Turbulence in the wake of the Ukraine conflict – defensive orientation pays off

Not an easy start to 2022

Another challenging year lies behind us. We are looking positively ahead.

A conciliatory end to the year

Omikron as a killjoy…

Responsibility in action. For this generation and for the next.

An encouraging reporting season brings back confidence.

The summer quarter showed a mixed performance on the global stock markets.

What exactly is an asset manager and at what point is it worthwhile?

Summer, sun, price gains – the development raises hopes for a friendly autumn.

The rising inflation rate acts as a spectre for all savers. The value of money steadily loses ground in such times…

Has the end of the line been reached?

Despite all the prophecies of doom, the markets continued to be in record spirits in the second quarter.

Stable at a high level – how did we do?

Der Markt fährt Achterbahn, wir sind in der Spur!

In April, too, a consolidation expected by many investors failed to materialize and global stock markets reached new highs.

The unattractive situation of negative interest, sometimes called penalty interest, is simply and simply that on your account every quarter…

In the rush of the 2020 year-end rally, markets continued to soar at the beginning of the quarter before a small consolidation at the end of January.

Wydler Asset Management wish you a Happy Easter 2021 – Have a good time

The consolidation expected by many market participants failed to materialize in the past month.

Global equity markets started February on a positive note and confidence that the current lockdowns will end soon has returned.

Are you a decision-maker in a foundation or do you work in related fields? You have already thought about establishing a foundation due to your financial possibilities and your idealistic values?

Many financial service providers automatically associate an individual service with additional – individual – costs. This must not and need not be the case.

Have you ever wondered how safe your money is? At your bank, in your safe deposit box or in your custody account?

Are you a doctor, are you in a management position or successfully running your own practice, have you made a name for yourself and is the combination of professional expertise and hard work bearing fruit on your account?

During the euro crisis in 2011, gold experienced an enormous upswing. In the years that followed, the precious metal bobbed along, leading to some annoyance among many an investor who had taken refuge in coins, bars or certificates out of fear at the time.

Last year will go down in the history books. It will be remembered for stock markets that recorded the fastest crash ever, the U.S. elections and a president who could not get over his defeat, the permanent wrangling over a Brexit that was still sustainable at the end of the day, and last but not least a virus and the vaccines developed to combat it.

The hype you can get into when it comes to cryptocurrencies is huge. After all, you keep hearing and reading about digital millionaires, quick profits, cryptocurrencies as a store of value. Countless ads on the “Magical Internet Money” advertise “passive income”, “fully automated crypto trading systems”, “returns between 10% and 45% per year!”. Bitcoin, Ethereum, Ripple, IOTA and similar word creations get stuck in your head and create the desire to want a piece of this pie as well.

You, too, are certainly coming into contact with the term “sustainability” more and more frequently. Especially when it comes to the topic of investments, the question often arises: What does sustainable actually mean? Can I actually make the world a little “better”, “greener”, “cleaner” through my investment decisions? And how does sustainable investing influence performance?

Here you can find out what to look for in an asset manager and how to make the best possible switch.

The positive results of our two funds – each with completely different orientations – underscore this statement.

During the festive season, we hope you find time to switch off and recharge your batteries with strength, energy and confidence for 2021.

With a gain of 13.11%, our fund set a new monthly record in November 2020! Learn the details now.