Isabelle Kuksin

Wealth management is a growing industry – but can ‘Swiss-made’ retain its competitive edge in the face of competition from new market entrants? We were pleased to attend Finanz und Wirtschaft’s 2025 Forum in Zurich this week, to take a look at the unique strengths of the Swiss finance industry, and explore how the sector can maintain its world-leading status. Joining leading voices from across the industry, Hubert Keller, Lombard Odier’s Senior Managing Partner, in the opening keynote showcased that the Swiss wealth management sector is facing pressure on a number of fronts, including from new digital-only competitors and tighter margins. In response, he said, Swiss wealth managers must embrace digital innovation and offer product differentiation. Above all, he said, in a world where many are moving towards product standardisation, Lombard Odier focusses on offering tailor-made investment solutions and building long-term, personal client relationships. #FuWForum #rethinkeverything #lombardodier

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Most partnerships start with potential. The best ones build on proof. That's why I'm excited to share that Qover and Helvetia Insurance Group are expanding our long-standing collaboration into a multi-product partnership 🤝 After working closely together across automotive programs – supporting over 80k policyholders in 2024 alone – we've built real trust and alignment. This next phase goes beyond a single product line: it's about creating embedded insurance solutions that scale across markets, channels and use cases. Together, we're combining: ↳ Qover's embedded orchestration tech ↳ Helvetia's deep insurance expertise and reach ↳ A shared commitment to delivering seamless, intuitive insurance experiences This is what it takes to meet changing customer expectations – and what it means to build the global safety net we believe in. Thanks to Tobias Struchen, Tilo Schroiff and the whole Helvetia team for your continued trust and vision. Let's keep pushing boundaries 💪 Read the press release for more about our partnership 👉 https://hubs.li/Q03Jywz40 #EmbeddedInsurance #Insurtech #EmbeddedInsuranceOrchestration #SuccessEnsured

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Baloise and Helvetia Versicherungen Gruppe today announced that they have received additional approvals for their planned merger, with the Swiss Competition Commission granting approval and the European Commission successfully concluding its Foreign Subsidies Regulation (FSR) review. Following completion of these approval processes, the companies have agreed that the closing of the transaction will take place on 5 December 2025, contingent upon obtaining all remaining regulatory authorizations.   Further information ➡️ https://lnkd.in/dnVp8T_j   #BaloiseNews

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🌍 New markets, new rules: Cultural differences can make or break your success when doing business internationally. 🤝 Business practices, communication styles, and expectations can vary significantly from one region to another. Knowing these cultural nuances helps reduce risk, build trust, and improve your chances of success. 💡 Our experts from the Swiss Business Hubs explain what Swiss and Liechtenstein companies need to keep in mind, with real-world examples from the field. 🎥 Watch now and get the insights 👇 Lauren Zoebelein Swiss Business Hub USA, Chinh Do Swiss Business Hub Southeast Asia + Pacific, Gabriela G. Swiss Business Hub Chile, Jon Arozamena Swiss Business Hub Spain, Michelle Adamo Swiss Business Hub Mexico, Daisy Yuanyuan Cao Swiss Business Hub China, Samiksha Sarna Swiss Business Hub India, Letícia de Sena Caritá Swiss Business Hub Brazil, Olga Teodorek Swiss Business Hub Central Europe, Larbi Elattari Swiss Business Hub Middle East

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🇨🇭 Why Switzerland Remains a Global Safe Haven – Insights from Patrick Odier In a PE FORUM exclusive fireside chat hosted by Khaled Abou Zahr, Patrick Odier, Chairman of Lombard Odier Group’s Supervisory Board and Chair of Building Bridges, shared why Switzerland remains a true safe haven in global finance. He explained that Switzerland’s tradition of neutrality, regulatory balance, and service-oriented wealth management culture continue to attract investors in times of uncertainty. Beyond stability, Odier stressed that the country’s unique ability to bring together finance, international organizations, science, and civil society within a close ecosystem makes it a powerful hub for innovation in sustainable and private markets. 🎥 Watch the full conversation here: https://lnkd.in/eKqfjSSy Filmed at Mandarin Oriental, Geneva

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In Germany, we recently spent around €220 million to build 1km of Autobahn (highway). By now, we know intact nature directly supports GDP. Yet, we consistently make massive financial decisions based on a one-dimensional business case, completely ignoring the ecological value we erase. In our current economic language, nature's value is often treated as zero. What if we had a simple way to measure it? The Ecological Integrity Index (EII) is a starting point. It’s a health score for any ecosystem, rated on a clear scale from 0 (completely degraded) to 1 (pristine condition). It’s a health check for nature. As our Co-Founder Dr. Sonja Stuchtey argues in this panel at Building Bridges Conference in Geneva, we have to put a monetary value on nature. Not to commodify it, but to speak the international language of business and policy. The EII provides the data to build an alternative business case, one that allows us to transparently weigh the value of an intact ecosystem against the projected value of a new development. This isn't just about compliance or ESG. It’s about making smarter decisions, building more resilient businesses, and finally having a complete conversation about what "value" truly means. Listen to Sonja's full argument in the clip below.

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Hubert Keller, Senior Managing Partner - Lombard Odier Group, highlights in their action session "How to rebuild trust in sustainable investment", the potential of nature as an investment opportunity, the future of nature as an asset class and the need for development of a regenerative value chain. 🌿 Learn more about their session here - https://lnkd.in/dKMaQCEU

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The Vaudoise Group has acquired ECOFIN Investment Consulting AG for an undisclosed amount. The acquisition is a key strategic move to strengthen Vaudoise Assurances's position as a leading provider of comprehensive advisory services for pension institutions. Ecofin Investment Consulting, founded in 1996 by Prof. Dr. Martin Janssen and a spin-off from the Ecofin Group, is a leading Swiss provider of investment consulting services for institutional investors, such as pension funds and trusts, as well as large private investors. The deal follows Vaudoise’s previous acquisitions of Pittet Associés and Prevanto. Ecofin will now be rapidly integrated with Prevanto, with their teams set to work in close collaboration. As part of the integration, Alexandra Janssen will join the board of Prevanto. Furthermore, Vaudoise will deepen its cooperation with the broader Ecofin Group to leverage its expertise in applying digitalization and artificial intelligence to services for institutional investors. Lenz & Staehelin advised the seller on the transaction. The team was led by Simone Ehrsam (M&A) and included Nicolas Lehmann and Lucas Gericke (both M&A), Lukas Stephan Staub (Transitional Services), as well as Peter Ling and Noemi Rizza (both IP/IT). https://lnkd.in/evjysePE #Acquisitions #AdvisoryServices #PensionInstitutions #Deals

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