Current News
Social Responsibility – Survey results and distribution in 2026
Earlier this July, investors in the Social Responsibility Fund were invited to participate in the annual survey determining the priority areas for the fund’s charitable allocations. The results are now in, and the distribution amount designated as a donation has been confirmed. In 2026, a total of eleven projects delivered by charitable organisations across the regions where Colin&Cie operates will receive support. Further details can be found in the following article, which is provided as marketing communication for information purposes only.
Situation assessment and short-term outlook - summer 2026
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Define goals and plan your finances – with Colin&Cie
In the latest issue of the Ticino-based property and lifestyle magazine "B&P Living", Alexander Pellegrini, a partner at Colin&Cie in Lugano, explains the firm’s structured advisory process: identifying needs, wishes and priorities and translating them into a personalised wealth plan, and finally to a tailored investment strategy. After all, only a holistic overview leads to well-informed decisions – and lays the foundation for clients to achieve their goals step by step.
Kerstin Theodoridis, new senior client advisor at Colin&Cie
Colin&Cie warmly welcomes Kerstin Theodoridis as its new senior client advisor at the office in Zurich. The experienced wealth manager joins us from UBS AG, where she spent many years advising sophisticated private clients and entrepreneurial families across Europe. For her, the move from a major bank to an independent wealth manager represents a step towards a more client-focused approach and greater freedom in her advisory work. Get to know Kerstin Theodoridis yourself.
Successful partnership between Colin&Cie and the Swiss Red Cross
In its latest issue, the business magazine BILANZ reports on the partnership between Colin&Cie and the Swiss Red Cross, as well as on the social responsibility initiative launched by the independent asset manager and its clients. Both initiatives demonstrate that sustainable wealth creation can be effectively combined with social responsibility. Since 2019, local Red Cross projects have been supported with more than 1.5 million Swiss francs. (article in German only)
Colin&Cie’s assessment of the current market situation
On 10 March – just a few days after hostilities broke out in the Middle East – we explained in an article why Colin&Cie is maintaining its neutral stance despite rising oil prices, rising interest rates and palpable nervousness on the stock markets. What has been happening in the financial markets since then – and what do the leading indicators analysed by Colin&Cie suggest at present?
Ticino Business reports on Colin&Cie in Lugano
The latest issue of the magazine published by the Chamber of Commerce and Industry of the Canton of Ticino features two illustrated articles relating to Colin&Cie in Lugano. In addition to a report on the co-partnership in the ‘CEO Experience’ event series, the issue also includes a profile of the firm’s local presence: it outlines the range of services offered by Colin&Cie and highlights both its strong regional roots and the commitment of its local staff.
Colin&Cie sets new top marks in the 2025 financial year
The past financial year was characterised by positive developments in the financial markets, successful growth driven by the expansion of our client advisory team, and the provisional completion of an organisational transformation phase. New records were set in many areas, confirming the quality, client service model and range of services offered by Colin&Cie. CEO Thomas Warnecke looks back with satisfaction on a successful 2025.
Situation assessment and short-term outlook - spring 2026
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
The new Colin&Cie magazine – Issue 2026
Economic blocs are becoming increasingly isolated from one another, driven by protectionism, new trade barriers, and geopolitical tensions. Precisely during such periods, it is crucial for investors to set aside their emotions and focus on the fundamental data. Discipline as a key factor for long-term investment success is the central topic of the new Colin&Cie magazine, which combines in-depth financial analysis with exclusive lifestyle articles. Discover the new issue now.
Colin&Cie's positioning in the context of rising oil prices
The ongoing hostilities in the Middle East have caused oil and gas prices to rise significantly. Blockades of key transport routes and attacks on production facilities, pipelines and tankers could lead to a permanent shortage of fossil fuels. The consequences would be higher energy prices for households and businesses, rising transport and production costs and considerable inflationary pressure. Read the following article to find out how Colin&Cie is currently positioning itself in this environment.
Walter Wichert joins the Board of Directors of Colin&Cie Switzerland Ltd.
We are delighted to welcome Walter Wichert as a new member of the Board of Directors of Colin&Cie Switzerland Ltd. Thanks to an impressive career in the Swiss banking sector and proven expertise in external asset management, Walter Wichert will collaborate closely with our company in the future and make an important contribution to achieving our growth targets.
Situation assessment and short-term outlook - winter 2026
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Mischa Anand starts as Head of Investment Selection & Advisory
Colin&Cie warmly welcomes its new colleague Mischa Anand to the office in Zurich. With more than 25 years of experience in private banking and extensive expertise in active investment advice, investment solutions, and sales, he will oversee investment selection within discretionary asset management at Colin&Cie and will lead a project to shape the future of the advisory business.
Social responsibility – donations and projects 2025
Thanks to the support of our customers, Colin&Cie's project sponsors have been able to donate a total of CHF 330,000 from the Social Responsibility Fund to eight aid organisations in three countries over the past few weeks. The photographic review of the donation handover and the outlook for the nine supported projects show the gratitude for the support and the perspectives it makes possible.
Situation assessment and short-term outlook - autumn 2025
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Colin&Cie expands its team at the Luxembourg office
Colin&Cie welcomes two new colleagues to its office in the Grand Duchy. With each bringing around 40 years of experience in international finance, they are valuable additions to our team and to our clients. Peter De Staercke (left) will be primarily responsible for managing and further expanding Colin&Cie's private and corporate client base in Belgium and the Netherlands. Matthias Ringler will focus on advising corporate clients in Germany.
Geo Pini starts as client advisor in Lugano
Colin&Cie is delighted to welcome Geo Pini as a new colleague at its Lugano office. Born and raised in Ticino, he brings many years of experience in client advisory services, asset management and corporate governance to our team. In the following article, you’ll get to know Geo Pini better, both as a wealth management advisor and as a person.
Hefty US tariffs on Swiss exports and their consequences
Before the new US customs regulations came into force, tough negotiations took place between the US and its trading partners. While the EU was able to agree on a customs duty of 15%, Switzerland has been particularly hard hit with a rate of 39%. However, a look at the Swiss market shows that short-circuit reactions should be avoided and that, instead, a long-term, fact-based analysis and strategy is worthwhile, as practised by Colin&Cie.
Quality and growth remain key priorities
Despite political hotspots and ongoing uncertainties regarding tariffs, the economy and government debt, the financial markets proved remarkably robust in the first half of 2025. Colin&Cie's business model and its investors' mandates also proved resilient. Thomas Warnecke, CEO of Colin&Cie, looks back.
Which bond strategy in the current interest rate environment?
Declining consumer prices and stable inflation expectations in line with central bank targets have led to a significant drop in key interest rates in Europe within a year. But what does the future hold – and what are the implications for positioning in the bond sector as a key component of a diversified portfolio? Our latest analysis provides the answers.
Litigation finance is gaining relevance – also for investors
Alternative forms of investments such as real estate, gold and art have long been popular with private clients. Over the past twenty years, private equity and private debt have also become established. One of the more recent opportunities is litigation finance. Selina Ott from PG3 talks about this asset category, potential risks and the cooperation with Colin&Cie in an interview.
Social Responsibility – Survey results and distribution in 2025
Until 6 July, investors of the Social Responsibility Fund had the opportunity to participate in this year's survey to prioritise the aid projects to be supported. The results are now in, and the allocation of funds to be invested in various measures in the regions where Colin&Cie operates in 2025 has also been determined. Read more about this in the following article.
Situation assessment and short-term outlook - summer 2025
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Urs Walder starts as Head of the ‘Centre of Competence’
Colin&Cie welcomes Urs Walder as a new colleague in Switzerland. With more than 30 years of experience in private banking, product development and project management at major Swiss banks, including many years in management positions, he will be the head of the new ‘Centre of Competence’ at Colin&Cie. In the following article, you can find out more about Urs Walder, his professional career, his future responsibilities and his life outside private banking.
Premiere of the new Colin&Cie magazine
We are delighted to present the inaugural issue of our Colin&Cie Wealth Management Magazine. This publication is more than just something to read – in these challenging times, we want to give you an insight into our way of thinking as an independent asset manager, provide you with sound information, practical ideas and new perspectives on all aspects of wealth management. Look at our new magazine.
Marco Hug is new senior client advisor at Colin&Cie
Colin&Cie warmly welcomes Marco Hug, the new senior client advisor in Switzerland. After more than 20 years at a cantonal bank, the experienced advisor for wealthy private clients decided to switch to an independent asset manager. At Colin&Cie, Marco Hug will further strengthen the Schaffhausen office. In the following article, Marco shares insights into his professional journey, the motivations behind his transition, and a glimpse into his life beyond the world of finance.
Colin & Cie's positioning in the context of an impending trade war
The introduction of massive import tariffs by the new US administration against most countries in the world has caused turbulence in the financial markets. The risk of a global trade war with negative effects on the economy and inflation led to historically sharp losses in equities. During such times, keeping a cool head, controlling your fears and avoiding irrational decisions is difficult for many investors. Read on to find out how Colin&Cie is positioning itself in the current environment.
Situation assessment and short-term outlook - spring 2025
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Why European stock markets have reached new highs
Buoyed by two years of positive returns, European stock markets got off to a flying start in 2025. The stock indices in Germany (DAX) and Switzerland (SMI) reached new highs, leaving the previously dominant US stock market trailing in their wake. Our independent analysis delves into the key drivers behind this shift, uncovering the factors fuelling Europe's market momentum.
Alternative investments with a strong start to the year, outlook stable
Since their introduction in 2016, alternative investments in Colin&Cie's mandates have fulfilled their function as a portfolio stabiliser and yield enhancer. Portfolio manager Florian Schindler, who invests in emerging technology companies, has seen a very positive return trend. In the current interview, he discusses his latest investments, the rigorous selection process and the megatrend of ‘artificial intelligence’.
Colin&Cie continues to expand its market position in 2024
The 15th anniversary year of Colin&Cie will be remembered for many reasons. In addition to the solid increase in assets under management, strong double-digit growth in earnings and a doubling of profits, great strides were made in implementing the brand and communications strategy.
Situation assessment and short-term outlook - winter 2025
To assess the financial markets and asset classes over the next six months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Colin Schär starts at Colin&Cie as a client advisor
In Switzerland, Colin&Cie warmly welcomes Colin Schär as new client advisor. The 27-year-old will complement our offices in Schaffhausen and Zurich. His professional career consist of a solid education and training as well as several years of professional experience as a client advisor in wealth management. In the following article, we introduce our new colleague.
Colin&Cie project mentors donate 300,000 CHF to the Red Cross
In the recent days, Colin&Cie employees have been on the road handing over this year's distributions from the ‘Social Responsibility Initiative’ totalling 300,000 Swiss francs to the project managers of six local Red Cross associations (in picture: Zurich). For more information on the initiative and the projects supported, please refer to our current media release.
Colin&Cie at the Alternative Assets Forum in Luxembourg
Dirk Lichtherz's opinion was sought at the meeting of the Luxembourg wealth management industry. The partner and wealth planning specialist at Colin&Cie took part in a panel discussion on the topic ‘Wealth management and developing secure legal and tax strategies for international families’. In a short interview, he summarises the services provided by Colin&Cie and our approach to ESG through the Social Responsibility Fund.
Press articles on the social engagement of Colin&Cie
In its current issue of 25 October, the Swiss business magazine BILANZ reports (only in German) on the Social Responsibility Initiative, through which the clients of Colin&Cie and the wealth manager contribute to greater equality and less poverty in society. Since 2019, more than one million Swiss francs have already been invested in local Red Cross projects in Switzerland and Germany.
The spectrum of independent asset management
On 5 October, the daily newspaper Corriere del Ticino reported on the Colin&Cie - Wealth Management Conference in Lugano, which was attended by local industry experts. The article was published in Italian.
Situation assessment and short-term outlook - Autumn 2024
To assess the financial markets and asset classes over the next 6 to 12 months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Colin & Cie continues its growth in 2024
The results at the mid-year point in 2024 are very encouraging. This applies both to the business performance of Colin&Cie and to the mandates of its investors. Thomas Warnecke, CEO and founder of Colin&Cie, looks back at the first six months of 2024.
Launch of the Colin&Cie - Wealth Management Conferences 2024
Preparations for the Colin&Cie - Wealth Management Conferences 2024 in Zurich, Schaffhausen, Lugano and Luxembourg are in full swing. Under the title "Your wealth in times of geopolitical uncertainty", participants can expect a compact specialist programme on a highly topical subject. Further information, including how to register in person, can be found in this article.
Blockchain and cryptocurrencies as part of the investment strategy
Cryptocurrencies have been firmly established in the Asset management in recent years. However, the financial world remains divided at the same time. Supporters see strong opportunities in the underlying blockchain technology, while critics warn of unforeseen risks. In the following, we provide information on blockchain and digital assets specifically with respect to Colin&Cie's investment strategy and talk to the industry expert Haseeb Qureshi.
Effective help for the socially disadvantaged and the sick
This year, as part of the Colin & Cie ‘Social Responsibility Initiative’, a total of CHF 328,000 will be donated to specific projects in the areas of poverty alleviation and healthcare. The initiative is based on the success of a sustainable investment fund set up for this purpose, as well as the active participation of clients and employees.
Lots of guests and a great atmosphere at the Colin&Cie event series "Get together 2024"
With more than 300 guests, the Colin&Cie event series "Get together 2024" was a complete success. This was confirmed by the positive feedback from the customers, non-customers and business partners who attended. The concept of getting together with Colin&Cie employees in the special ambience of exclusive locations and at the same time in a relaxed atmosphere has thus been fully confirmed.
Situation assessment and short-term outlook - Summer 2024
To assess the financial markets and asset classes over the next 6 to 12 months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Thomas Schilling new partner at Colin&Cie
Colin&Cie welcomes new partner Thomas Schilling to the Zurich office. After more than three decades at a major Swiss bank, he has made a conscious decision to move towards more opportunities in advising wealthy clients. We introduce our new colleague in the following article.
Employees celebrate 15 years of Colin&Cie
Once a year, employees from all Colin&Cie locations come together for an offsite meeting to exchange ideas and cultivate a culture of cooperation and mutual support. This year's meeting took place in Zurich and was centred around the company's 15th anniversary.
Current situation assessment and short-term outlook
To assess the financial markets and asset classes over the next 6 to 12 months, we draw on historical economic data, our own valuation models and more than 250 indicators with objectively measurable criteria. The result: assessments that are based on facts and are therefore independent, unbiased and comprehensible.
Equities reach record levels - What's next?
At the end of Q1 2024, equity indices in the US and Europe reached new all-time highs. After a strong final spurt in Q4 2023, the positive trend in equities continued with undiminished momentum. Due to the current consolidation at an elevated level, investors are asking themselves how the further development of equities should be assessed. Our fact-based analysis explains.
What is behind the soaring gold price?
In April 2024, the price of gold reached a new all-time high of just under USD 2,400 per troy ounce. The rapid price increase within a few weeks caused quite a stir and raised numerous questions. What are the causes? How important is gold in asset allocation? What happens next? Our detailed analysis provides the answers.
Benjamin Widmer starts at Colin&Cie as a client advisor
Colin&Cie is further expanding its team of client advisors in Zurich with the appointment of Benjamin Widmer. The latest addition brings the total number of employees in Zurich to nineteen, fifteen of whom work in client service. Colin&Cie warmly welcomes the new colleague and wishes him a successful start.
Successful "Colin&Cie - Get together" in Zurich
A special venue, more than 80 cheerful guests and a very positive business report from the host. This was the recipe for an entertaining evening where clients, non-clients and business partners came together with Colin&Cie employees to get to know each other better, exchange ideas and look behind the scenes.
Colin&Cie becomes official partner of the SRC
The decision for closer future strategic cooperation with the Swiss Red Cross is based on the enormous success of the "Social Responsibility Initiative" developed together five years ago. The initiative provides the opportunity to invest in sustainable investments and take social responsibility.
The reasons for the US equity market going solo
In a performance comparison of the global equity markets in 2023, the USA once again finished well ahead of Europe and emerging markets. The increasing decoupling of the US equity market from the rest of the world thus continues. What are the reasons for this development and what conclusions can be drawn from it for investment strategy?
The recovery of bonds is progressing
Bonds play an important role in an investment portfolio as a stabilising element with regular income. Compared to shares, they are considered low-risk and easy to plan. Price losses like those in 2022 are extremely rare. In this article, we shed light on how this came about and the speed at which the recovery of bonds can continue.
Why alternative investments should be part of the investment strategy
Long the preserve of institutional investors, private investors are also increasingly utilising the advantages of alternative investments. Colin&Cie has been offering private clients the opportunity to invest in this asset class via its portfolio management mandates since 2016. What conclusions can Colin&Cie draw eight years after including alternative investments in its long-term investment strategy for the first time?
Colin&Cie records double-digit growth
2023 was a successful year for the financial markets, investors, and Colin&Cie itself. With its professional solutions in the holistic structuring and targeted investment of assets, the independent asset manager was able to significantly increase its client base. A review by CEO Thomas Warnecke.
Our assessment on the financial markets - 1st quarter 2024
In carrying out our regular analyses of the development of the financial markets, we rely on independent research and our own valuation models with over 250 indicators. The result: assessments that are objective and comprehensible. Benefit from our fact-based analysis and read how we assess the financial markets and asset classes in the coming months.
What is the best way to invest my liquidity?
The increased attractiveness of short-term interest rates has brought the "liquidity" asset class back into focus after a long time. In the following article, we present the characteristics and objectives of liquid investments, the advantages and disadvantages of the various investment options and the Colin&Cie special approach.
300,000 francs for people in need
With this year's distribution from the "Social Responsibility Fund", Colin&Cie and its clients are supporting twelve local Red Cross projects across Switzerland and Germany. The funds have now been distributed to the organisations responsible for the projects. To find out more about our initiative, where we take on social and societal responsibility and address clients, who share the same values, please read our latest media release.
Patrick Stefaniak new partner at Colin&Cie
Colin&Cie warmly welcomes new colleague Patrick Stefaniak. With his many years of expertise in advising wealthy private clients and institutional investors, Patrick will strengthen the team in Luxembourg as a partner with client responsibility and support Colin&Cie on its further growth path.
Colin&Cie with new structure for alternative investments
Alternative investments are an important optimiser of the risk/return profile in a portfolio. In Colin&Cie's mandates, too, they have proven their worth as a substitute for traditional investments such as bonds and equities. What are the differences between alternative and traditional investments and what improvements does Colin&Cie achieve with the use of the new structure?
"Social Responsibility Fund" – Record distribution 2023
With the "Social Responsibility Fund", we invest on behalf of our clients in social projects that contribute to the UN Sustainable Development Goals of "poverty reduction" and "health care". This is an excellent way to combine sustainable asset accumulation with social value creation, as the results of 2023 impressively confirm.
Our assessment on the financial markets - 4th quarter 2023
In carrying out our regular analyses of the development of the financial markets, we rely on independent research and our own valuation models with over 250 indicators. The result: assessments that are objective and comprehensible. Benefit from our fact-based analysis and read how we assess the financial markets and asset classes in the coming months.
Web conference: Colin&Cie - Wealth Management Update
How can the biggest mistakes in investing money be avoided? On 28 September at 9.30 a.m. we cordially invite you to our web conference. The expert, Prof. Ernesto Turnes, Professor of Banking and Finance at the University of Applied Sciences of Eastern Switzerland in St. Gallen will present you with instructions for action and solutions.
New staff member at Colin&Cie
Colin&Cie welcomes new colleague Stephanie König-Felten. Stephanie will take the lead for recruiting and talent development, supporting and expanding the company's cross-location and cross-country growth ambitions as a bank-independent asset manager.
Our assessment on the financial markets - 3rd quarter 2023
In carrying out our regular analyses of the development of the financial markets, we rely on independent research and our own valuation models with over 250 indicators. The result: assessments that are objective and comprehensible. Benefit from our fact-based analysis and read how we assess the financial markets and asset classes in the coming months.
Review of the Colin&Cie Conference in Schaffhausen
"Your wealth under the sign of rising interest rates" - This was the title of Colin&Cie's Wealth Management Conference on 21 June in Schaffhausen. Experts showed how the turnaround in interest rates affects financial markets, real estate, pension funds and alternative investments.
The latest on the private equity market - Interview with Florian Schindler
Since 2016, Colin&Cie has been working in the field of "alternative investments" with Florian Schindler, founder and managing partner of global technology funds. Among the investors involved is his brother Philipp, a board member at Google in the US. In an interview with Colin&Cie, the fund manager gives a look behind the scenes and reports on current and future private equity trends.
Acceleration or full braking on the real estate market
After years of continuous increases, property prices in Germany and Switzerland have recently come under pressure. Does the trend reversal intensify or will prices rise again soon? What can property owners willing to sell and potential buyers expect in the coming months?
Situation Assessment Q2 23 - Our analysis of the financial markets
In carrying out our regular assessments of the situation, we rely on independent research and our own valuation models with over 250 indicators. The result: assessments that are objective and comprehensible. Benefit from our fact-based analysis and read how we assess the financial markets and asset classes in the coming months.
Peter Strohm in the podcast "Call the Boss"
In the podcast "Call the Boss" of the Schaffhausen business newsletter "Zahltag", leaders of the region are regularly interviewed in short telephone conversations. In the current edition, Peter Strohm, Managing Partner at Colin&Cie in Schaffhausen, explains what makes the company so unique as an independent wealth manager.
New staff member at Colin&Cie
Colin&Cie welcomes a new colleague to the Luxembourg office as of 1 March 2023. As a communications specialist, Roman Awischus will help to raise awareness of our company's special value proposition as an independent wealth manager.
Web conference: Colin&Cie - Wealth Management Update
How can the biggest mistakes in investing money be avoided? On 23 March at 9.30 a.m. we cordially invite you to our web conference. The expert, Prof. Ernesto Turnes, Professor of Banking and Finance at the University of Applied Sciences of Eastern Switzerland in St. Gallen will present you with instructions for action and solutions.
Large performance differences in equities
The equity year 2022 was characterised by large performance differences and slightly increased volatility. Last year, mid-cap and technology equities had to give up some of their substantial gains from previous years. We see good recovery potential for these equities in the short term, as the start of 2023 already shows.
The end of the decade-long dive of interest rates
After more than 30 years of diving interest rates are breaking through the long-term downward trend and heading upwards. But will the rise in interest rates continue? And how will bond prices develop in the process?
Portfolio stabilisation with alternative investments
Alternative investments increase diversification, thus reducing fluctuations and bringing the portfolio closer to the investment target, as shown by 2022.
Colin&Cie with positive outlook
2022 was a difficult year on the financial markets and Colin&Cie's profitability also declined slightly during this period. Nevertheless, we continued to invest in people. This trend is expected to continue in the new year.
Our assessment on the financial markets
Current Situation Assessment - 1st quarter 2023
“Social return” helps locally
Colin&Cie and its clients are supporting the Red Cross this year with around CHF 230,000. The money comes from the proceeds of the sustainably invested "Social Responsibility Fund" and will be invested in local Red Cross projects in Switzerland and Germany. In this way, help for people arrives where it is needed.
Our assessment on the financial markets
Current Situation Assessment - 4th quarter 2022
Seeking "Desert Island Companies" in US Small Caps
In light of the current market weakness, we talked with Drew Beja, portfolio manager of the Granahan US Focused Growth Funds, about his strategy in an interview. We discussed the challenging market environment, its impact on the US small cap segment and its outlook.
Inflation - is the worst behind us?
The topic inflation is on the tip of everyone's tongue. This is understandable in view of the sharp rise in consumer prices. However, we are observing a trend reversal in energy and food prices, so that inflationary pressure will ease. Due to the energy crisis in Europe, the situation will develop in a comparable way with a delay of a few months.
Energy efficiency – a ray of hope in the face of rising energy prices
The current geopolitical situation and the current market environment with rising electricity and energy prices shed light on an exceptional investment opportunity: energy-efficient projects.
Colin&Cie grows even in a challenging environment
Wealth manager Colin&Cie continues to grow significantly despite a challenging environment. And this against the trend in the industry.
Colin&Cie continues to grow with new employees
Colin&Cie welcomes two new colleagues as of 15 August 2022, providing a broader base for our continued growth. Pascal Moritz joins as Investment Officer in Zurich and Patrick Henrich joins as Compliance Officer in Luxembourg.
Colin&Cie receives FINMA licence
Colin&Cie, the independent wealth manager with offices in Switzerland and Luxembourg, has been granted a FINMA licence for independent wealth managers with effect from 7 July 2022. This new licence, which will be required in the future, will be needed after 31.12.2022 to continue business. As a result, independent wealth managers in Switzerland will for the first time be regulated within the same legal framework as banks.
Our assessment on the financial markets
Current Situation Assessment - 3rd quarter 2022
How can the negative effect of rising interest rates be cushioned for bonds?
The markets reacted strongly to the interest rate hikes and triggered a downward trend in many asset classes. Our "best-in-class" bond approach with maturity limitation showed a stabilising effect and already makes the price recovery transparent and plannable.
Donation for respite services
Schaffhauser Rotkreuz Zeitung, in German only
How important is the entry point when investing in equities?
What is important to consider when investing in equities and what are our expectations for equity investments? How do we position ourselves in equities for the next 6 to 12 months and where do we stand in a long-term view?
The war in Ukraine from a humanitarian perspective
The Swiss Red Cross is providing humanitarian aid in Ukraine to help people with the most urgent needs and to mediate. A Colin&Cie interview with Beatrice Weber, Head of International Disaster Relief, about the mission and the challenges on the ground.
Our assessment on the financial markets
Current Situation Assessment - 2nd quarter 2022
Our scenarios on the war in Ukraine
Why does the impact of the war in Ukraine on the financial markets seem to be diminishing over time? What scenarios and effects are conceivable? Read which base scenario we are assum-ing, why there will be several interest rate steps and why we see these as already priced in.
“Social return” helps locally
Neue Zuger Zeitung, in German only
Local commitment thanks to social return
Wealth manager Colin&Cie and its clients invest around CHF 200,000 in Red Cross projects.
Political stock markets are short-lived
The outbreak of war in Ukraine due to the attack by Russia brings great uncertainty among market observers. We expect a short negative market reaction followed by a quick recovery. Read more about the basis for our assessment in the following report.
Expansion of Dutch market
The wealth manager Colin&Cie is strengthening its team in Zurich with the experienced Senior Advisor Roland Gerritsen as a partner as of 1 March 2022 and is continuing its growth path with him.
Roland Gerritsen new partner at Colin&Cie
We warmly welcome Roland Gerritsen to our team in Zurich as of 1 March 2022. As a new partner, he will bring his longstanding expertise and contacts in the Netherlands to our team and make a significant contribution to the expansion of the market
Classification of the inflation hysteria
Worries about imminent inflation and sharply rising key interest rates dominate the daily press. Are these fears justified? We assess the current situation and classify the developments on the financial markets for you.
Colin&Cie on a solid growth path
2021 was an extremely successful year for Colin&Cie. With new partners, the workforce grew to over 40 employees, strong inflows in the area of assets under management ensured a leap in growth and thus the year ended with a record result.
