Articles

Front page of a French newspaper titled "ENTREPRISES" with headlines about economic and postal industry news, dated March 14, 2025.
Close-up of black text on a white background with the words 'mergers and acquisitions' and other related words in large font.

Gérants indépendants : comment réussir votre opération de fusion/acquisition ?

Gérants indépendants: comment réussir son opération de fusion/acquisition? (article en français, 20 septembre 2024 )

Sumus Capital logo in dark blue text with a white background.
Text on a presentation slide with the logos of Sumus Capital and Kasavi Advisory, announcing that Thierry and Philippe Schaffauser acquired a stake in Sumus Capital, an exclusive financial advisor to the acquirers.
A sign with the logo of the company FINMA, a Swiss financial market regulator, on a textured grey wall.

Increased interest by foreign actors for Swiss EAMs

Interview of Igal Kasavi, by Elsa Floret (Sphere Magazine, Financial Influence Swiss) - 23 May 2022

Cover page of a magazine titled 'Sphère' with a subtitle 'Financial Influential Swiss', featuring a professional man in a suit and tie against a plain background.

External Asset and Wealth Managers enter a new era

Industry point of view, by Salima Barragan (All News Magazine, Swiss Finance in Media) - 29 March 2022 (article in French)

A man in a suit holding a microphone, speaking at an event with a red and white banner above him.

Why do external Managers consolidate ?

Industry Point of View, by Igal Kasavi (All News Magazine, Swiss Finance in Media) - 1 March 2022 (article in French)

A large conference room filled with people seated in rows, facing a presentation screen at the front.

Managers’ consolidation: myth or reality ?

Industry Point of View, by Igal Kasavi (All News, Swiss Finance in Media) - 2 February 2022 (article in French)

A newspaper page with a red header and large white logo at the top. The main headline is about mergers and acquisitions among independent managers, accompanied by a professional portrait of a man in a suit. Additional article previews with images are at the bottom.

Consolidation at EAMs should pick-up speed

Article on Kasavi Advisory, by Ricardo Payro (Finance Corner, Geneva Finance) - 22 March 2022 (article in French

A large conference room filled with people attending a presentation or lecture.

Presque tous les EAM sont désormais agréés par la FINMA

Les gestionnaires presque tous sous le nouveau régime (article en français, 14 mars 2025)

« Nous avons toujours voulu nous appuyer sur une structure très solide » Sumus Capital après la fusion avec Thierry et Philippe Schaffhauser

https://sphere.swiss/set-up/- 25th April 2024 (article en français)

https://sphere.swiss/de/set-up-2/-25th April 2024 (article en allemand)

Gérants indépendants: comment réussir son opération de fusion/acquisition? (article en français)

Duo père-fils pour assurer la continuité et la croissance de Sumus Capital

Father-son duo take major stake in Geneva IAM, by Fergus Horsfall (CityWire Switzerland) - 18 January 2024

Two new shareholders at Sumus Capital, by Ricardo Payro (Finance Corner, Geneva Finance) - 18 January 2024 (article en français)

Thierry and Philippe Schaffauser join Sumus Capital (Allnews) - 18 January 2024 (article en français)

Two new shareholders at Sumus Capital (AGEFI) - 18 January 2024 (article in French)

Sumus Capital strenghtens (FundsPeople) - 19 January 2024 (article in Italian)

Little M&A activity at Independent Wealth Managers, for now

Industry point of view and article on Kasavi Advisory, by Sébastien Ruche (Lundi Finance, Le Temps) - 05 December 2022 (article in French)

Front page of Le Lundi Finance newspaper featuring headlines about Ukraine, railway traffic, and market statistics. Main story about independent managers with statistics and quotes.

More than 50% of Genevan Independent Managers are not yet FINMA approved

Industry point of view on legislation shifts using Kasavi Advisory’s database, by Ricardo Payro (Finance Corner, Geneva Finance) - 17 January 2023 (article in French)