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

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