Prio Partners

IC No. 36 – The Market Riddle

The completion of the first quarter of 2024 marks the end of a strong quarter on the stock markets. The MSCI World Total Return gained +8.9% (in USD), the DAX +10.4% (in EUR) and the SMI +5.3% (in CHF). But how can that be?

Expansion of the Board of Directors

Pascal Cettier and Daniel Leveau were appointed to the Board of Directors of Prio Partners AG and bring their extensive experience in private and institutional asset management for private individuals, family offices, foundations and pension funds to Prio Partners, thereby complementing the existing team with several decades of successful capital market and investment expertise.

Birgit Pestalozzi

We are delighted to welcome Birgit Pestalozzi as a new member of the Prio Partners Advisory Board. Birgit Pestalozzi has many years of experience and expertise in the field of marketing and communication, which she will bring to Prio Partners in the future together with her positive personality. Welcome to the Prio Partners family.

IC No. 35 – Outlook of the Outlooks

Every year, we summarise the annual outlooks of selected financial institutions and give our clients and partners what they can’t buy: Time. In our IC No. 35 – “Outlook of the outlooks 2024”, the topics shown graphically according to frequency and importance indicate the market consensus.

AK Nr. 34 – Taktische Portfoliosteuerung

IC No. 34 – Tactical Portfolio Management

Throughout history, humans have sought to predict the future to ensure planning security and efficient resource allocation. While forecasting is effective in certain domains like weather, its accuracy declines over longer timeframes. Predicting financial market conditions with high precision is an ideal goal, but it’s important to acknowledge that such accuracy remains elusive.

Dr. Rudolf K. Sprüngli

We are pleased to welcome Dr. Rudolf K. Sprüngli as a new member of our Board of Directors of Prio Partners. With his excelent reputation, family history and his forward-looking thinking, Dr. Sprüngli combines important values of Prio Partners. We look forward to his expertise as a strategist, investor and successful entrepreneur. Welcome to the…

Dr. Franziska v. Ungern-Sternberg

We are very pleased to welcome Dr. Franziska v. Ungern-Sternberg as a new member of the Advisory Board of the Prio Partners Family Office. Franziska v. Ungern-Sternberg is a trustworthy conversation partner for important business families and wealthy private individuals. She connects people and has a feel for challenging situations and opportunities that arise. As…

IC No. 33 – The noise of the trees

One of the advantages of capital markets is that investors can participate in the world’s best companies with the click of a button. However, with a wide range of options comes the dilemma of choice. Where does it make sense to invest, and where should one refrain?

IC No. 32 – Déjà-vu?

The sale of Credit Suisse to UBS by emergency law on Sunday, March 19, 2023, marks the end of the 166-year history of Switzerland’s second-largest bank.

IC No. 31 – Outlook of the outlooks

In the last outlook for 2022, some developments tended to be estimated correctly, but the risks were underestimated. This picture looks different for the 2023 outlook. Our summary of the top 10 topics from a diverse mix of banks and asset managers shows a much more cautious approach.