Articles
Increased interest by foreign actors for Swiss EAMs
Interview of Igal Kasavi, by Elsa Floret (Sphere Magazine, Financial Influence Swiss) - 23 May 2022
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)
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)
Managers’ consolidation: myth or reality ?
Industry Point of View, by Igal Kasavi (All News, Swiss Finance in Media) - 2 February 2022 (article in French)
Consolidation at EAMs should pick-up speed
Article on Kasavi Advisory, by Ricardo Payro (Finance Corner, Geneva Finance) - 22 March 2022 (article in French
"We have always wanted to rely on a very solid structure" Summus Capital after the merger with Thierry and Philippe Schaffhauser
https://sphere.swiss/set-up/- 25 April 2024 (article in French)
Father-Son duo to ensure continuity and growth at Sumus Capital
Two new shareholders at Sumus Capital, by Ricardo Payro (Finance Corner, Geneva Finance) - 18 January 2024 (article in French)
Thierry and Philippe Schaffauser join Sumus Capital (Allnews) - 18 January 2024 (article in French)
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)
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)