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.

Review 2023 - Financial markets

Since 2018, the financial markets have been more volatile than in previous years. Above-average good years (2023, 2021, 2019) alternate with worse years (2022, 2018) and the risk of emotional investment mistakes in such an environment is growing. The influence of unpredictable geopolitical risks has also steadily increased since the coronavirus pandemic (2020). In particular, the outbreak of war between Russia and Ukraine (2022) caused great uncertainty in the world and led to distortions on the financial markets due to the associated rise in inflation.

While geopolitical risks have tended to increase in 2023, the pressure on inflation has eased again. All traditional asset classes, such as bonds and equities, as well as alternative investments, benefited from this last year. Following the fall in bond prices in 2022, prices recovered for the first time in 2023. Equities were also able to recoup a large part of their previous year's losses, although there were certain regional differences. The USA, for example, with its strong weighting in the technology sector, has largely decoupled itself from the rest of the world, which is also due to a massive increase in government debt. It remains to be seen how sustainable this development will be.

Review 2023 - Colin&CieLast year, the Colin&Cie Group successfully continued its growth trajectory with its locations in Switzerland and Luxembourg. The number of new customers reached an all-time high and almost tripled compared to previous years. At the same time, eight new employees were hired, three of whom work in business management and five in client advisory services. The new colleagues moved to Colin&Cie from various banks and asset managers.

We are using these additional skills and experience to expand our consulting capacities and further professionalise the areas of Recruiting & Talent Development, Event Management and Communication. In doing so, we are consistently focussing our services on the needs of our clients, with the promise of providing them with the best possible advice and support in achieving their goals.

With over 40 employees and an increase in assets under management of more than 20 per cent in 2023, Colin&Cie is one of the largest and fastest growing asset managers in Switzerland and Luxembourg.

Success factors for long-term investing

The innovative advisory process developed by Colin&Cie once again proved to be the cornerstone of successful business development. It combines a comprehensive needs analysis, the resulting asset structuring, and the implementation of the personal investment strategy with a stock selection based on the "best-in-class" approach.

In an environment of increasing risk, Colin&Cie has focussed intensively in recent years on the success factors for long-term investments. We are convinced that these are: (1) a clear objective, (2) a solid strategy and (3) disciplined implementation. This applies to both business and private investments.

After several years of development in cooperation with the University of Applied Sciences in St. Gallen, Colin&Cie has introduced the "goal-based investing" approach. This enables us to provide our clients with even better support in precisely formulating their life and investment goals as part of a comprehensive and holistic needs analysis. This is a crucial prerequisite for making successful investment decisions. 

Avoiding emotional investment mistakes

With long-term investments, there will always be upward and downward exaggerations over time. It is therefore even more important to never lose sight of your goal and strategy. The wealth of information in our modern world does not always make this easier and sometimes even increases uncertainty instead of providing more clarity.

As an independent asset manager, we can largely free ourselves from this through our own research. By introducing a comprehensive situation assessment based on over 250 leading indicators, we lay the foundation for a solid strategy and disciplined implementation. In this way, we help to largely avoid emotional investment mistakes.

We would like to thank our valued customers for their trust over the past year and look forward to continuing our successful partnership.

For the Colin&Cie Group
Thomas Warnecke
CEO & Founder

Disclaimer - legal notice

This publication was produced by the Investment Office of the Colin&Cie Group. The information and opinions contained in this document are based on sources we believe to be reliable. However, we cannot guarantee the reliability, completeness or correctness of these sources. All information and quoted rates are only up-to-date at the time of this publication and are subject to change at any time without notice. The content is based on numerous assumptions made by the Colin & Cie Group. It should be noted that different assumptions can lead to materially different results. The forecasts and assessments are only current at the time this publication is prepared and can change at any time without prior notice. Past performance of an investment is not a guarantee of future results. Certain investments can experience sudden and substantial losses in value. This information and views do not constitute a solicitation, offer or recommendation to buy or sell investment instruments or to carry out any other transactions. We recommend interested investors to consult their personal advisor before making decisions on the basis of this document so that personal investment goals, financial situation, individual needs and risk profile as well as further information can be duly taken into account as part of a comprehensive consultation. The information contained in this publication is marketing material that is distributed for advertising purposes only.