Vontobel's CEO on Client Assets, Acquisition Strategy

The transcript discusses the company's focus on client satisfaction and service quality, which has led to excellent performance and market share growth. It highlights the importance of client engagement and stable margins in asset management. The debate between active and passive investment strategies is addressed, with a commitment to high conviction active management. The company's acquisition strategy, particularly in Switzerland and Geneva, is outlined. Finally, the role of technology and AI in finance is discussed, emphasizing support for human advisors rather than replacement.

What is the primary reason for the company's excellent performance?

• Cost-cutting measures

• High-risk investment strategies

• Client focus and quality services

• Innovative marketing strategies

What is the company's approach to managing new money?

• Maintaining stable margins

• Focusing solely on passive strategies

• Investing in high-risk ventures

• Reducing client engagement

How does the company view the balance between active and passive investment strategies?

• They focus only on short-term gains

• They avoid active management completely

• They are committed to high conviction active management

• They believe in a 100% passive approach

What is the company's strategy regarding acquisitions?

• They are open to both domestic and international acquisitions

• They focus only on domestic acquisitions

• They prefer to merge with competitors

• They are not interested in acquisitions

In which city is the company looking to expand its presence?

• Paris

• Geneva

• New York

• Zurich

What role does technology play in the company's client services?

• It replaces human interaction

• It supports and enhances human relationships

• It is the primary focus of their strategy

• It is not used at all

What is the company's stance on AI in asset management?

• AI will completely replace human advisors

• AI is not considered in their strategy

• AI is overhyped and not useful

• AI supports but does not replace human advisors