{
Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général

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}
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001122334455554433221100

UBS and ZWEI Wealth discuss transparency and future in asset management

UBS has slightly decreased its share price while securing a significant three-year credit facility with Cion. In a recent BX Morning Call, Cyrill Moser, Head of Provider Management at ZWEI Wealth, discussed the importance of transparency in wealth management, outlining a three-step model: individualized planning, optimal asset manager selection, and asset monitoring through a digital platform. The conversation also touched on ZWEI Wealth's independence following its acquisition by Swiss Life and its future growth strategies.
finanzen.ch
Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général CHE François Bloch David Kunze Cyrill Moser Show more
Business & Industry, Transcript
12:09 20.02.2025

transparency in wealth management key to future growth and independence

UBS has finalized a significant three-year credit facility with Cion, amidst a turbulent financial landscape emphasizing the need for transparency. Cyrill Moser, a member of ZWEI Wealth's Executive Board, discussed the firm's approach to asset management, which focuses on individualized planning, optimal asset manager selection, and digital asset monitoring. The conversation also touched on ZWEI Wealth's independence following its acquisition by Swiss Life and its future growth strategies.
finanzen.ch
Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général CHE François Bloch David Kunze Cyrill Moser Show more
Business & Industry, Transcript
11:04 20.02.2025

Cyrill Moser discusses transparency and growth in wealth management at ZWEI Wealth

UBS has finalized a three-year credit facility with Cion worth $125 million. In a recent BX Morning Call, Cyrill Moser, Head of Provider Management at ZWEI Wealth, discussed the importance of transparency in wealth management, outlining a three-step model: individualized planning, optimal asset manager selection, and asset monitoring via a digital platform. Moser also addressed ZWEI Wealth's independence following its acquisition by Swiss Life and shared insights on the company's growth strategies.
finanzen.ch
Swiss Franc Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général CHE François Bloch David Kunze Cyrill Moser Show more
Business & Industry, Transcript
23:34 19.02.2025

Swiss Life Study Award 2024 honors innovative research in finance and investments

The Swiss Life Study Award 2024 recognized outstanding theses from Swiss universities of applied sciences, focusing on financial topics. Yannis Pieren won the Bachelor's category for his work on robo advisor risk profiling, while Sven Koch received the Master's award for analyzing crypto assets' impact on portfolio performance. The awards promote innovative research in finance, with a total of 26 theses submitted this year.
finews.com
Swiss Franc Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général CHE Zef Gjergji Yannis Pieren Sven Koch Moritz Leon Schroeter Stefan Mächler Show more
Finance & Economy, Press Release
16:41 14.11.2024

swiss life reports growth in premium and fee income ahead of new targets

Swiss Life reported a 3% increase in total premium income to 15.9 billion francs and a 5% rise in fee income to 1.9 billion francs in the first nine months of 2024. The company is on track to meet its financial goals and will unveil new strategic targets on December 3, 2024, although growth may be impacted by real estate market conditions in Germany and France.
finews.com
Swiss Franc Euro United States Dollar Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général CHE DEU FRA Matthias Aellig Show more
Finance & Economy, Market Report
08:02 14.11.2024
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