Claude Baumann

3 days ago | finews.asia | Claude Baumann

NextGen HNWIs: Redefining the Future of Wealth ManagementA historic generational shift is on the horizon, accompanied by an unprecedented transfer of wealth amounting to over 80 trillion dollars. But the heirs of tomorrow – the High-Net-Worth Individuals of Generations X, Y, and Z – think differently: They are looking for more than just returns. They expect meaning, service, and smart technologies. The financial world stands at a turning point.

3 days ago | finews.ch | Claude Baumann

Was die NextGen von ihren Vermögensverwaltern wirklich erwartetEin epochaler Generationenwechsel bahnt sich an und mit ihm ein beispielloser Vermögenstransfer von mehr als 80 Billionen Dollar. Doch die Erben von morgen, die High-Net-Worth-Individuals der Generationen X, Y und Z, ticken anders: Sie wollen nicht nur Rendite, sondern auch Sinn, Service und smarte Technologien. Schweizer HNWIs unterscheiden sich noch zusätzlich. Die Finanzwelt steht an einem Wendepunkt.

5 days ago | finews.com | Claude Baumann

Lumen Capital Expands Team with Former UBS ExecutivesFormer UBS executives are joining the rapidly growing team at Zurich-based independent asset manager Lumen Capital. Swiss asset manager Lumen Capital (Switzerland) has appointed Marco Haas as a Partner in early June 2025, as finews.com has learned. A spokesperson confirmed the information. Haas brings over 20 years of experience in wealth management, both in the Swiss market and in international business.

5 days ago | finews.ch | Claude Baumann

Personelle Neuzugänge bei Lumen CapitalWeitere frühere Kaderleute der UBS ergänzen das stark wachsende Team des Zürcher Vermögensverwalters Lumen Capital. Der Schweizer Vermögensverwalter Lumen Capital (Schweiz) hat Anfang Juni 2025 Marco Haas im Range eines Partners engagiert, wie finews.ch erfahren hat. Eine Sprecherin bestätigte die Information. Haas verfügt über mehr als 20 Jahre Erfahrung in der Vermögensverwaltung – sowohl im Schweizer Markt als auch im internationalen Geschäft.

5 days ago | finews.com | Claude Baumann

Manuel Ebner Appointed Chairman of AI-Focused Asset Manager Zurich-based asset manager Smart Wealth has appointed Manuel Ebner, former Country Executive of Bank of America Switzerland, as its Chairman of the Board, as finews.com has learned. A spokesperson for the company confirmed the information. Manuel Ebner is the nephew of the well-known financier Martin Ebner. He has many years of experience in the financial sector. Most recently, he spent 13 years as the Country Executive of Bank of America.