CEO and founder of strategic marketing consultancy, H-Ideas

Swiss wealth managers seek private edge

Swiss wealth managers seek private edge

Elliot Smither at Professional Wealth Management (PWM) writes an in-depth coverage of the 2026 edition of the Swiss External Asset Managers Identity Index (SEAMIx™)
SEAMIx shows that in a sector under significant pressure from standardisation and commoditisation, brand is an under-exploited strategic asset for differentiating, attracting and retaining clients, protecting margins, and attracting talent and partners.

H-Ideas Press Release

Switzerland’s independent wealth managers are easy to find and hard to tell apart

A new index measures, for the first time, what Switzerland’s largest independent wealth managers stand for and how visibly they say it. Three quarters have no consistent claim about themselves. In a sector consolidating under regulatory cost and rapid standardisation, that is a strategic exposure rather than a marketing detail. Zurich and Geneva, 7 September…

Swiss External Asset Managers Identity Index : SEAMIx

Turning Identity into Advantage

A new index measures, for the first time, the quality of the brand architecture of Switzerland’s independent asset managers and the extent to which they communicate it effectively. Three-quarters of them lack a coherent message. In a sector undergoing rapid consolidation, subject to regulatory costs and rapid standardisation, this is a strategic issue rather than…

AI Panel Fund Forum 2026

AI Panel Fund Forum 2026

Is ChatGPT really replacing fund selectors? A year ago, the answer seemed straightforward: AI was an impressive assistant, but no substitute for experienced fund selectors. Twelve months later, that answer is becoming much harder to give. At Fund Forum 2026, Laurent Auchlin (Anglo Swiss Advisors), Pierre Bonart (Edmond de Rothschild) and Amparo Sampedro (Generali Asset…