Press

Portfolio manager industry: 360° market view

Interview with Marcos Esteve

From a family office to a banking institution, we epitomize a unique blend of familial spirit and a banking license. In this exclusive interview, explore our strategic pillars, with a focus on agile asset and portfolio management. Gain insights into our CEO's perspectives on collaboration opportunities and support for smaller managers. Discover our competitive advantages. Join us as we navigate industry trends with technology and innovation, ensuring our services meet evolving client needs.

Interview Marcos Esteve - December 2023

To gain a comprehensive understanding of the topic, we recommend referring to the full report available on the PwC website: Swiss portfolio manager industry trends | PwC Switzerland.






December 14, 2023

Press

Jewellery: Brilliant Investment or Passion-Driven Purchase?

Can jewellery be a strategic investment, or is it mainly an emotional decision?

June 12, 2025

Press

Strategic Reallocation: When Gold and Bitcoin Redefine Portfolios

Gold and Bitcoin are emerging as strategic safe havens amid geopolitical and monetary instability, reshaping investment portfolios.

June 11, 2025

Press

When Art Shapes the Soul of Swiss Banking

We’re honored to be featured in the latest issue of Prestige magazine, which focuses on the art collections of private banks.

June 06, 2025