Page 3 - ASSET MANAGER 9 (EN)
P. 3
ASSET MANAGER • NO. 9/2018
Dear Sir or Madam, Dear readers,
I am pleased to present you the Asset Manager in German and English.
What is really important to private banking clients is the result of a study commissioned by LGT. P. 4/5.
Cashare, Switzerland’s leading crowdlender, has already raised more than CHF 450 million in lending volume.
P. 14/15.
An inventory of the Swiss FinTech market has been com- piled and analyzed by the IFZ of the Lucerne University of Applied Sciences. P. 16/17.
The current overview of Swiss investment platforms and competitors is published on p. 18/19.
Findings on the scope of supply industry for asset manag- ers provides the Asset Manager Guide 2018, which was created by the IFZ. P. 6/7.
What the new laws FIDLEG and FINIG mean for Swiss asset managers, explains Nicolas Ramelet, Managing Director of the VQF on p. 10/11.
Why Asset Manager is sent from Germany to Switzerland. P. 28
The most interesting news about FinTech and Disruption on p. 32/33.
As always, I wish you an exciting read and I look forward to your feedback.
Roger Fromm
ROGER FROMM
Managing Director INVESTORY AG info@investory.ch
EDITORIAL / CONTENT • 3
TABLE OF CONTENTS
04 Private Banking Report
06 Guide for Financial Intermediaries 08 Real Estate at Yimmo
10 FIDLEG and FINIG
12 Crowdhouse: Return Real Estate
14 Cashare: Crowdlending is growing 16 IFZ: FinTech from hype to reality
18 Investment Platforms Switzerland 20 Multi-manager strategy
22 The Best Strategies 2018
24 Custodian Banks of INVESTORY
28 Competitive disadvantage by the Post 30 Alternative to the investment fund 32 FinTech News
IMPRESSUM
Readers: up to 50,000
Copyrights: The texts published in this magazine are subject to the copyright of INVESTORY AG (unless otherwise indicated). Publication and use for other media is only permitted with the express consent of INVESTORY AG.
Printing: Birkhäuser+GBC AG, Reinach
Design and layout: Lambrigger Grafikdesign, Kloten Correction: text-korrekturen.ch
Translation: languageburo.com
Photos: If not stated otherwise, www.fotolia.de Advertising: bit.ly/AMM-KOND1
Responsibilities: INVESTORY AG,
Marktgasse 15, CH-8302 Kloten
Tel. 00800 0022 005 call free of charge from CH, DE and AT MwSt.: CHE-201.046.106
Registered: Commercial Register of the Canton of Zurich; Company No.: CH-020.3.036.038-0
Responsible for the content: INVESTORY AG
Liability note: Although we monitor content carefully, we assume no liability for the content of external links. The suppliers are solely responsible for the content of the data supplied. No warranty is given, either expressly or implicitly, for the information and opin- ions, including information and insights of third parties. Readers who make investment decisions based on the contents published in this magazine act at their own risk; the information published here does not give rise to any liability claims. Liability for any pecu- niary losses which have occurred due to references, suggestions or recommendations of the magazine is categorically excluded.
Logos, brands, products and trademarks: All published logos, brands, products and trademarks are the property of their re- spective companies.