Vontobel's CEO on Client Assets, Acquisition Strategy

Vontobel's CEO on Client Assets, Acquisition Strategy

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Business

University

Hard

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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.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the company's acquisition strategy in the asset management sector?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How does the company view the role of technology and AI in client relationships?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the key elements that the company believes will ensure success in the future?

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