Press

Fund Representative, an Essential Cog in the Smooth Functioning of Markets

Antoine Royer shares insights on the strategic role of the fund representative in Switzerland’s evolving regulatory environment.

In an op-ed published on May 16 in L’Agefi, Antoine Royer, Head of Fund Representation & Paying Agent Services at Banque Heritage, provides a detailed perspective on the key role of the fund representative within the Swiss distribution framework. He discusses the impact of Swiss regulations, the evolving legal environment (LSFin and CISA), and how alternative strategies and AI are reshaping the profession. A valuable read for industry players seeking insight into this evolving function.

📄 Download the full article in PDF format (French only).

May 16, 2025

Press

Investing Locally: Reality or Illusion?

Investing locally through the SMI creates a false sense of security and significantly limits true portfolio diversification.

May 16, 2025

Press

China Didn’t Wait for Trump

Jean-Christophe Rochat analyzes China’s strategic rise in the face of the U.S., through dedollarization, technological dominance and food security.

May 14, 2025

Press

Luxury Market: Secular Shift or Temporary Transition?

The luxury sector is slowing down, facing both cyclical headwinds and structural shifts. Despite uncertainty, long-term opportunities remain on the horizon.

April 22, 2025