Ericson Chan

Wealth management is a growing industry – but can ‘Swiss-made’ retain its competitive edge in the face of competition from new market entrants? We were pleased to attend Finanz und Wirtschaft’s 2025 Forum in Zurich this week, to take a look at the unique strengths of the Swiss finance industry, and explore how the sector can maintain its world-leading status. Joining leading voices from across the industry, Hubert Keller, Lombard Odier’s Senior Managing Partner, in the opening keynote showcased that the Swiss wealth management sector is facing pressure on a number of fronts, including from new digital-only competitors and tighter margins. In response, he said, Swiss wealth managers must embrace digital innovation and offer product differentiation. Above all, he said, in a world where many are moving towards product standardisation, Lombard Odier focusses on offering tailor-made investment solutions and building long-term, personal client relationships. #FuWForum #rethinkeverything #lombardodier

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𝐓𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐛𝐚𝐧𝐤 𝐭𝐨 𝐛𝐫𝐢𝐝𝐠𝐞 𝐭𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐚𝐧𝐝 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐚𝐬𝐬𝐞𝐭𝐬 𝘚𝘺𝘨𝘯𝘶𝘮 𝘸𝘢𝘴 𝘧𝘰𝘶𝘯𝘥𝘦𝘥 𝘦𝘪𝘨𝘩𝘵 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰, 𝘢𝘯𝘥 𝘰𝘯 26 𝘈𝘶𝘨𝘶𝘴𝘵 𝘸𝘦 𝘤𝘦𝘭𝘦𝘣𝘳𝘢𝘵𝘦𝘥 𝘴𝘪𝘹 𝘺𝘦𝘢𝘳𝘴 𝘢𝘴 𝘢 𝘚𝘸𝘪𝘴𝘴 𝘣𝘢𝘯𝘬 𝘢𝘯𝘥 𝘨𝘭𝘰𝘣𝘢𝘭 𝘥𝘪𝘨𝘪𝘵𝘢𝘭 𝘢𝘴𝘴𝘦𝘵 𝘨𝘳𝘰𝘶𝘱. 𝘛𝘰 𝘮𝘢𝘳𝘬 𝘵𝘩𝘪𝘴 𝘮𝘪𝘭𝘦𝘴𝘵𝘰𝘯𝘦, 𝘮𝘦𝘮𝘣𝘦𝘳𝘴 𝘰𝘧 𝘰𝘶𝘳 𝘭𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 𝘵𝘦𝘢𝘮 𝘢𝘳𝘦 𝘴𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦𝘪𝘳 𝘱𝘦𝘳𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦𝘴 𝘰𝘯 𝘣𝘦𝘪𝘯𝘨 𝘵𝘩𝘦 𝘸𝘰𝘳𝘭𝘥’𝘴 𝘧𝘪𝘳𝘴𝘵 𝘥𝘪𝘨𝘪𝘵𝘢𝘭 𝘢𝘴𝘴𝘦𝘵 𝘣𝘢𝘯𝘬. 𝘛𝘰𝘥𝘢𝘺: Thomas Eichenberger, 𝘋𝘦𝘱𝘶𝘵𝘺 𝘎𝘳𝘰𝘶𝘱 𝘊𝘌𝘖 & 𝘊𝘩𝘪𝘦𝘧 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘖𝘧𝘧𝘪𝘤𝘦𝘳. “When Sygnum became the world’s first regulated digital asset bank on 26 August 2019, it created a regulated bridge between traditional finance and digital assets. That foundation has shaped our global expansion ever since. Today, we hold a Swiss banking licence, Capital Markets Services and Major Payment Institution licences in Singapore, and are licensed in Abu Dhabi and Luxembourg as well as registered in Liechtenstein. Our teams now serve clients across more than 70 countries. In January 2025, Sygnum achieved unicorn status with a USD 1 billion valuation following the final closing of our USD 58 million Strategic Growth Round. This capital supports our expansion into the EU/EEA and Hong Kong, and strengthens the institutional infrastructure we have been building since 2019. It also allows us to expand our product portfolio with a focus on addressing the industry’s biggest opportunities as well as most pressing pain points, supporting the further adoption of Bitcoin and Bitcoin-technology and pursuing strategic growth opportunities. Being first meant we were pioneers. Six years on, our pioneering spirit has remained a core element of our Sygnum DNA that defines who we are and what we do. It is this Sygnum DNA that continues to drive us to build Future Finance – every single day.” Mathias Imbach, Gerald Goh, Luka Müller, Gabriela Maria Payer, Dr., Peter Wuffli, Fabian Dori, Martin Burgherr, Dom Castley MBA MCIM, Fritz W Jost, Dominic L. #FutureFinance #blockchain #bitcoin Disclaimer: https://bit.ly/4edJA1v

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Why are Swiss lawmakers pushing back on new AML compliance laws? A look at global financial competition can give us the answer. Switzerland, long the world’s top wealth management hub, is now under pressure from faster-growing rivals like Singapore, Hong Kong, and the UAE. At the same time, new AML and transparency rules demand more disclosure, more due diligence, and more bureaucracy. This reflects the broader dilemma facing European financial hubs, which risk losing their status to rapidly rising Asian hubs. For businesses, compliance is now often seen as a competitive advantage, because, it builds trust, credibility, and long-term resilience. But for certain economies, the same compliance can feel like an additional cost. In a hyper-competitive world, every extra burden risks driving clients and capital into the hands of rivals. The solution is not to abandon AML. Transparency and trust are non-negotiable. The solution is using the right tech infrastructure to ensure that compliance prevents de-risking both at micro at well as macro level. Technology that allows businesses to comply without adding friction that drives users away. Technology that allows countries to uphold global AML standards without losing their edge as financial hubs. Because in today’s world, compliance and competitiveness don’t have to be trade-offs — if technology bridges the gap. #AML #Compliance #FinancialHubs https://lnkd.in/d4iJ4QRy

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I am excited to announce that MSA Mizar expands into Switzerland through the acquisition of Dells Angels AG, marking its 10th deal in just 3 years. This move enables Dottor Grandine - Doctor Hail to enter the Swiss market, while MSA gains access to Dells Angels’ advanced Drive n Scan diagnostics technology — enabling fast, precise damage analysis. #Insurtech #Expansion #M&A #ClaimsManagement #Innovation #MSAMizar https://lnkd.in/ezUjqdGH

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It’s tech. It’s money. And it can help fix the system. Green fintech explained in 60 seconds. 👇 The term “green fintech” sounds fuzzy. The idea isn’t. We wrote up Green Fintech's Theory of Change. Together with ZHAW Zurich University of Applied Sciences and the Green Fintech Network. Here’s the TLDR: ✅ Green fintech = tech-powered finance that helps solve environmental problems. But what does that actually mean? 🏦 Green fintech solutions do two things: 1. Capital allocation: Move money into sustainable activities (like impact investing, green loans, or crowdfunding) 2. Transformation: Help existing businesses shift through better data, risk tools, analytics, etc As science shows, these two levers are the only to create real-world impact [Heeb & Kölbel (2020) “Investor’s Guide to Impact”]. 💻 Technology makes it all faster, cheaper, and smarter. → It turns messy data into better decisions → It expands access so more people can invest with impact This is where things get practical. And the new study “Green Fintech Theory of Change” (co-authored by Inyova Impact Investing) explains it well. Green Fintech's Theory of Change is a roadmap for how tech + money can help fix the broken link between finance and sustainability. Kudos to the authors Beat Affolter, James Crawshaw and editor Gerrit Sindermann. Proud of how Inyova keeps pioneering Green Fintech since many years.

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