Published January 1, 2022 | Version v1
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VSV Investment Pulse 2022. An investment barometer - exploring how Swiss independent wealth managers invest.

Creators

  • 1. Hochschule Luzern

Description

Independent wealth managers are important players in Switzerland's finance industry. In 2Q, 2022 we asked them about their strategic asset allocation, product implementation (direct vs. funds/ETFs; active vs. indexed/passive) and attitude toward sustainable investments/ESG investments. Our survey of more than hundred independent wealth managers provides surprising insights. The study with more than a hundred wealth managers was conducted on behalf of the asset manager Vanguard and facilitated by the Swiss Association of Wealth Managers.

Notes

+ ID der Publikation: hslu_90457 + Art des Beitrages: Studie oder Gutachten + Sprache: Englisch + Letzte Aktualisierung: 2022-09-23 11:59:06

Files

220511_VSV_Investment_Pulse_2022_-_Study_Booklet.pdf

Files (3.6 MB)

Additional details

Related works

Is identical to
Report: https://www.ch.vanguard/en/professional/360-adviser/vsv-investment-pulse (URL)