Asset & Wealth Management Podcast artwork

Asset & Wealth Management Podcast

9 episodes - English - Latest episode: over 3 years ago -

Welcome to the Asset and Wealth Management podcast series, the ultimate guide to the latest insights and trends every week in under five minutes. Our experts across the globe will cover topics in the industry to give you the 360° perspective of the most pressing topics that the asset and wealth management industry is currently facing.

Investing Business Management awm pension funds asset management banking economy finance financial services hedge funds investing investment
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Private equity valuation issues in the midst of COVID-19

March 04, 2021 12:44 - 3 minutes - 3.42 MB

These days we need a more thorough analysis of all the factors which are influencing the valuation of private markets investments. This requires a broad understanding of the industry, the underlying value drivers and capital market developments. But how should valuers deal with the increased uncertainty in the current environment when fair-valuing private companies? In episode 8 our two PwC experts Maja Baiocco (Partner, Asset & Wealth Management) and Dr. Marc Schmidli (Partner, Deals & Valua...

"Back to the office" regulatory updates for asset managers

July 16, 2020 16:32 - 4 minutes - 3.9 MB

This week on our AWM video and podcast series the PwC experts Dr. Jean-Claude Spillmann (Director, Head AWM and Banking Regulatory) and Erol Baruh (Legal Counsel, Regulatory & Compliance Specialist) give us an "back to the office" regulatory update. The Financial Services Act and the Financial Institutions Act have a major impact on the Swiss regulatory landscape for the AWM industry. In particular, many asset managers and trustees are expected to apply in the next months for a FINMA license...

Opportunities for successful cost management in the asset management value chain

July 10, 2020 13:38 - 4 minutes - 3.72 MB

During the first half year of 2020 there was a broad decline on earnings of asset managers. Costs became top of the agenda of Swiss Asset Managers, but what is changing with COVID-19? In this week's AWM video Utz Helmuth Director and Member of the Management Team at Strategy& will discuss strategies to master this challenge.

How is Liechtenstein’s asset management industry impacted by the COVID-19 pandemic?

July 03, 2020 09:12 - 2 minutes - 2.66 MB

The Principality of Liechtenstein is as much affected by the COVID-19 crisis as any other country. However, Liechtenstein has no national debt, therefore the economic damage to the country will be limited compared to other countries. But how is Liechtenstein’s asset management industry affected? And why is Liechtenstein attracting assets in these turbulent times? This and other questions will be answered in this weeks AWM video by Claudio Tettamanti, Martin Meyer and Simon Bandi from PwC Lic...

Implications of COVID-19 on Private Equity Investors

June 26, 2020 13:33 - 4 minutes - 3.8 MB

Why is the COVID-19 crisis impacting the PE industry and how is it different to the 2008 crisis? As the COVID-19 situation leads to a crisis in the "real economy", the PE industry may be affected more significantly than in 2008 in the industry sectors that are suffering especially from the lockdown measures. Watch this weeks AWM video or podcast to hear our PwC experts Adrian Keller, Maja Baiocco and Dimitri Senik that talk about on what issues the PE investors should be alerted to. Watch ou...

How asset and wealth managers can become more client-centric

June 18, 2020 07:28 - 5 minutes - 4.64 MB

Clear client segmentation is key to survive nowadays within the asset and wealth managed industry. Especially in times of COVID-19, it’s important to understand the client's needs, and create a personalised experience for them. In this week's episode, Marcel Tschanz and Nadia Mouzo share their thoughts on how asset and wealth managers should be more client-centric, in order to differentiate themselves from others.

Why ESG will be even more important in a post COVID-19 world

June 11, 2020 13:17 - 3 minutes - 3.35 MB

Will a post-pandemic world be less sustainable? Will ESG become even more important after the crisis? This and other questions will be answered in the second episode of Stephan Hirschi. In the video and podcast he will talk about how the regulation is still evolving and why you have to monitor these developments, how important is is to define ambitions that allow to remain competitive in the market, and how ESG also needs to become a key element in building trust towards your clients and sta...

COVID-19 implications on real estate

June 05, 2020 05:10 - 4 minutes - 4.08 MB

Even when the overall effects of the crisis are still difficult to estimate and the associated feeling of uncertainty is impacting the real estate market, there is one topic that has kept our real estate clients busy – cash collection. Even though lock-down is over, this topic will not disappear and the insecurity about it’s long-term impact is still here. On the other side, there are several capital increases planned for the next couple of months, which gives positive signs on the upcoming ...

Series trailer - what you can expect

May 28, 2020 16:48 - 1 minute - 1.78 MB

Welcome to the Asset and Wealth Management podcast series, the ultimate guide to the latest insights and trends every week in three minutes. Our experts across the globe will cover topics in the industry to give you the 360° perspective of the most pressing topics that the industry is currently facing.   The experts will have a look on the main asset classes such as traditional funds / ETF, HF/PE and Real Estate / Infrastructure, with always the same objectives:   Keeping you posted on the...