Articles
Independent managers: how to succeed in your merger/acquisition operation?
Gérants indépendants: comment réussir son opération de fusion/acquisition? (article in French, 20 september 2024 )
Increased interest by foreign actors for Swiss EAMs
Interview of Igal Kasavi, by Elsa Floret (Sphere Magazine, Financial Influence Swiss) - 23 May 2022
External Asset and Wealth Managers enter a new era
Industry point of view, by Salima Barragan (All News Magazine, Swiss Finance in Media) - 29 March 2022 (article in French)
Why do external Managers consolidate ?
Industry Point of View, by Igal Kasavi (All News Magazine, Swiss Finance in Media) - 1 March 2022 (article in French)
Managers’ consolidation: myth or reality ?
Industry Point of View, by Igal Kasavi (All News, Swiss Finance in Media) - 2 February 2022 (article in French)
Consolidation at EAMs should pick-up speed
Article on Kasavi Advisory, by Ricardo Payro (Finance Corner, Geneva Finance) - 22 March 2022 (article in French
Almost all EAM are now FINMA approved
Les gestionnaires presque tous sous le nouveau régime (article in French, 14 march 2025)
"We have always wanted to rely on a very solid structure" Sumus Capital after the merger with Thierry and Philippe Schaffhauser
https://sphere.swiss/set-up/- 25th April 2024 (article in French)
https://sphere.swiss/de/set-up-2/-25th April 2024 (article in German)
Gérants indépendants: comment réussir son opération de fusion/acquisition? (article in French)
Father-Son duo to ensure continuity and growth at Sumus Capital
Two new shareholders at Sumus Capital, by Ricardo Payro (Finance Corner, Geneva Finance) - 18 January 2024 (article in French)
Thierry and Philippe Schaffauser join Sumus Capital (Allnews) - 18 January 2024 (article in French)
Two new shareholders at Sumus Capital (AGEFI) - 18 January 2024 (article in French)
Sumus Capital strenghtens (FundsPeople) - 19 January 2024 (article in Italian)
Little M&A activity at Independent Wealth Managers, for now
Industry point of view and article on Kasavi Advisory, by Sébastien Ruche (Lundi Finance, Le Temps) - 05 December 2022 (article in French)
More than 50% of Genevan Independent Managers are not yet FINMA approved
Industry point of view on legislation shifts using Kasavi Advisory’s database, by Ricardo Payro (Finance Corner, Geneva Finance) - 17 January 2023 (article in French)