Insights

Perspectives, analysis, and thought leadership on the forces shaping asset management.

The seller who won't sell

Why tier-two asset management M&A stalls before it starts.

AI in Private Markets | Considerations for Small- and Mid-Sized Managers

Profitability in Traditional Asset Management has declined, leading to a greater focus on Private Markets and intensified competition. This white paper explores how small- and mid-sized managers can leverage AI to enhance efficiency and gain a competitive edge.

Industry Trends

Is the future of client experience rooted in the past?

Within the wealth management community, conversations frequently revolve around enhancing the client experience. But at its core, the essence of what constitutes a great client experience remains unchanged. Technology should help us recapture what we have lost to complexity.

Operating Models

Operating Model Priorities for Investment Managers Following Market Correction

The past week's significant market movements have sent asset and wealth managers across EMEA scrambling. These volatile conditions illuminate critical operating model and product design considerations for firms seeking to strengthen their positioning during market stress.

Regulation

T+1 Could See Swiss Private Bankers Doing Night Shifts Soon

Banks and asset managers must comply with a shortened settlement cycle for US securities. Research shows over half of domestic players haven't even started to prepare. The implications for Swiss finance are profound.

Industry Trends

Strategic Challenges and Emerging Opportunities for EMEA Asset and Wealth Managers in 2025

The EMEA asset and wealth management sector faces a complex convergence of technological disruption, regulatory pressures, market volatility, and evolving client expectations. Success requires rethinking operating models through intelligent automation, agile compliance frameworks, and hyper-personalized engagement strategies.

Industry Trends

Swiss Asset Management on the Global Stage

Despite impressive AuM growth, Swiss Asset Managers' global market share has contracted. This white paper explores the drivers behind this shift and charts the path ahead for Switzerland's Asset Management industry.

Operating Models

Outsourced Execution: Should You Do It Yourself?

Running an execution desk can cost £1.5m per year for a 3-person team. For smaller hedge funds and family offices, that can be a prohibitive cost. We explore the outsourced execution landscape and how asset managers can benefit from delegating flow to third-party providers.

Private Markets

The Liquidity Illusion: Private Debt Redemption Gates Through the Lens of Diamond-Dybvig

The private credit redemption crisis of 2026 is a Diamond-Dybvig bank run by another name. The absence of deposit insurance or a lender of last resort makes the fund manager's operating model the only credible substitute for systemic stabilisation.