Newsletter 544: Intermediary-Survey about the EAM- und Custodian Banking Industry Switzerland

Dear External Asset Manager community,

VQF supports a special market study on the EAM/intermediary market in Switzerland by The Boston Consulting Group – a leading global strategy consulting firm.

The objective is to truly capture first-hand the trends as well as your needs - notably with respect to custody banks and especially in the context of upcoming regulatory changes that will have a profound impact.

The in depth market study, will not only cover the EAM perspective, yet at the same time also take a deep dive on the custody banks and their strategies, allowing us to bring both sides together.

A consolidated view, looking at both sides of the industry, will deliver benefits and new insights for all participants – not only from a competitive benchmark perspective, yet also to highlight common thinking, gaps and major tendencies.

We invite you to take part in 2018 edition and submit your data by June 30, 2018. Depending on your preference, you may complete the web-based survey or complete the excel (upon request by e-mail). The data requested in the survey will be as per end of 2017:

• Link to web-based survey: https://www.surveymonkey.de/r/LWDR6WQ

We would like to stress that all information shared is fully confidential.  The results will only be used on an anonymous and aggregated level, allowing no direct link to your company and your direct financial figures. Please complete as much as possible so that the survey leads to meaningful results. In case you have any questions you may reach out directly to Anna Zakrzewski, Partner at BCG, by e-mail to Zakrzewski.Anna@bcg.com.

We will share the key findings with all participating companies.

Looking forward to engage with you and discuss the findings of the study.

Kind regards,

VQF
Financial Services Standards Association