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

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

Press

Rayan Achkar Featured in Finanz und Wirtschaft’s "Fünf Juniorbanker im Gespräch"

Discover Rayan Achkar's insights into private banking in the special "Fünf Juniorbanker im Gespräch" section of Finanz und Wirtschaft, where five young bankers share their personal journeys.

April 16, 2025