An investment barometer: exploring how Swiss independent wealth managers invest

We recently conducted the survey VSV Investment Pulse 2022. The results are now in, and we would like to give you an opportunity to be among the first to hear about and discuss the latest industry insights and trends. On Wednesday, 11 May, 9am CET, Dr. Andreas Zingg, Head of Switzerland and Liechtenstein, Managing Officer, will be joined by Prof. Dr. Manfred Stüttgen from the Lucerne University of Applied Sciences and Arts and Patrick Dorner, CEO of the Swiss Association of Wealth Managers VSV-ASG. Among other aspects, the event will focus on asset allocation decisions and product preferences in the Swiss independent wealth management industry and the role of ESG investments in client conversations and portfolios.

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Insights

Thoughts on topics that matter to you and your clients.

22 Jun 2022 - Portfolio construction
Why there is still plenty of life yet in the 60/40 portfolio

Periodically, pundits declare the death of the 60% stock/40% bond portfolio. Their voices have grown louder lately. But based on history, balanced portfolios are ready to prove the naysayers wrong, again.

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The Vanguard difference

Our unique mutual ownership structure in the US, where we are owned by our clients*, means our interests are aligned with those of our investors globally. It is this structure that underpins our core purpose, which is to take a stand for all investors, treat them fairly and give them the best chance for investment success. Read our guides to discover the true Vanguard difference.

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*The Vanguard Group, Inc. is owned by Vanguard's US-domiciled funds and ETFs. Those funds in turn are owned by their investors.