In PWM's 25th-anniversary report, Jean-François Hirschel explains why identity may become the hardest asset to copy in investment management.
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Swiss Private Banking Identity Index – SPBIx™
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Swiss External Asset Managers Identity Index – SEAMIX™
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In PWM's 25th-anniversary report, Jean-François Hirschel explains why identity may become the hardest asset to copy in investment management.
Fourth edition: why differentiation, simplification, trust, reputation and monetisation remain the core of strong financial brands in an era of AI, regulation and consolidation.
Jean-François Hirschel I trained as an IT engineer at the Swiss Federal Institute of Technology (EPFL). More than 30 years later, after a career that has taken me from technology to finance and then to marketing, two questions still come up regularly: how does an IT graduate become a financial professional? And perhaps even more […]
Elliot Smither at Professional Wealth Management (PWM) writes an in-depth coverage of the 2026 edition of the Swiss External Asset Managers Identity Index (SEAMIx™)
SEAMIx shows that in a sector under significant pressure from standardisation and commoditisation, brand is an under-exploited strategic asset for differentiating, attracting and retaining clients, protecting margins, and attracting talent and partners.
A new index measures, for the first time, what Switzerland’s largest independent wealth managers stand for and how visibly they say it. Three quarters have no consistent claim about themselves. In a sector consolidating under regulatory cost and rapid standardisation, that is a strategic exposure rather than a marketing detail. Zurich and Geneva, 7 September […]
A new index measures, for the first time, the quality of the brand architecture of Switzerland’s independent asset managers and the extent to which they communicate it effectively. Three-quarters of them lack a coherent message. In a sector undergoing rapid consolidation, subject to regulatory costs and rapid standardisation, this is a strategic issue rather than […]
