PW indices performances PW Indices from 31.12.2023 to 20.02.2024
  • CHF - Low risk : 0.80%
  • CHF - Mid risk : 1.80%
  • CHF - High risk : 3.13%
  • EUR - Low risk : 0.20%
  • EUR - Mid risk : 1.06%
  • EUR - High risk : 1.97%
  • USD - Low risk : -0.03%
  • USD - Mid risk : 0.78%
  • USD - High risk : 1.48%
  • GBP - Low risk : -0.07%
  • GBP - Mid risk : 0.64%
  • GBP - High risk : 1.44%

In the press

26.01.2024
Positive and reassuring performances for Swiss asset managers in 2023

In 2023, Swiss portfolio managers were able to achieve generally satisfactory results. This is the conclusion reached by Nicholas Hochstadter in his analysis of the Performance Watcher indices. However, portfolios denominated in Swiss francs lost ground against the euro and the dollar.

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15.01.2024
Wealth management clients earned an average of 3% last year

Performance on accounts managed by Swiss specialists ranged from -0.7% to +7.5% in 2023. Euro and dollar-denominated accounts performed much better in what was a difficult year for asset managers.

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15.01.2023
Un client de la gestion de fortune suisse a perdu 15% en moyenne l’an dernier

Les performances observées sur les comptes gérés en Suisse ont varié entre -5% et -22%, selon un échantillon de 3000 comptes. Les gérants plus réactifs ou plus sophistiqués ont pu limiter les dégâts. Sébastien Ruche

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18.10.2022
Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to collect and spread data to its network on how well, or not, investment portfolios perform when set against their agreed risk tolerances. It's a field of intense concern in today's volatile markets.

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10.05.2022
Comment procéder à un suivi pragmatique du profil de risque ?

L’allocation d’actifs – pourtant couramment utilisée – est un mauvais indicateur du risque d’un portefeuille. A contrario, le recours à l’allocation de référence va améliorer le suivi du profil de risque. C’est elle qui va déterminer le budget de risque

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29.01.2022
Gestion: un client suisse a gagné 6% en moyenne l’an dernier

Les gérants suisses ont dans l'ensemble perdu du terrain par rapport à la totalité du marché entre mai et septembre, puis après octobre. Ils n'ont généralement pas cru au rally de fin d’année. Sébastien Ruche

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01.10.2021
Quelques conseils pour bien déléguer votre gestion…

Déléguer votre gestion de fortune c’est d’abord choisir. Et pas n’importe quel choix! Il s’agit de mettre votre avenir financier entre les mains d’un gérant. Le plus important est certainement l’alignement des valeurs et des intérêts...

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14.02.2021
For the past year, my private banker has not been in crisis

Financial market turbulence and soaring – and the commissions that go with it – have allowed institutions in Geneva’s banking district to bubble through the year 2020.

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22.01.2021
2020 Performance Review of the PW Indices

The year 2020 was marked by a generally too high level of risk taking in portfolios, compared to the performances obtained.

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13.01.2021
Wealth management: risk has not been synonymous with performance in 2020

Swiss asset managers struggled to meet the level of risk desired by their clients last year, according to an analysis of approximately 15 000 private client portfolios by the Performance Watcher platform. (in french)

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