In the financial industry, the end of the quarter is an important event. For large U.S. funds managing more than $100 million, it is not necessary to provide public holding reports on a monthly basis, but on a quarterly basis. Whalewisdom, a website that provides data and enables clients to screen fund allocations, is currently tracking 4269 funds. The data clearly provides the fact that most are overweight technology, especially the Mag7 companies. The end of quarter trade h

We are pleased to announce that Francesco Galgano has joined Clavis Partners AG as a new intern. He is looking forward to further developing his interests and skills in wealth management and financial markets, gaining practical exposure to portfolio management, investment analysis and client advisory processes.

During the past four weeks, we have witnessed record inflows for European equities, pushing the already extended Stoxx 600 index to new record highs. Now the market looks even more exuberant, and we can’t change our view that such a setup will be difficult to stomach in the coming weeks. The S&P 500 remains in a trading range, and as previously mentioned, the outperforming sectors cannot fully compensate for the weakness we are seeing in large cap technology stocks as well as

Trusts are among the most widely used tools in private wealth planning.They are also among the most misunderstood. Too often, trusts are discussed primarily as legal structures or tax-driven solutions. In practice, however, their success or failure has far less to do with technical sophistication than with clarity of intent, quality of trusteeship, and an honest understanding of human behaviour over time. This observation sits at the heart of Trusts Unpacked , our new podcast

Investing has been and will always be a journey. For Warren Buffet, the ultimate benchmark for investors, it has lasted 65 years, with an annualized performance of 19.9% vs. the S&P500 of 10.4%. An absolutely stunning achievement and Mr. Buffet will remain the ultimate role model for every portfolio manager, certainly for us. While Mr. Buffet had the opportunity to accumulate assets during the secular bear market of the 70’s, we have started our test portfolio just 2 weeks be

We are pleased to announce that Martin Pichlik has joined Clavis Partners AG as Managing Partner. Martin is a highly accomplished leader with 28 years of experience in Banking and Wealth Management. Prior to joining Clavis Partners AG, he was the Market Head for Central and Eastern Europe at Julius Baer, where he led teams in Zurich, Vienna, Luxembourg, London, Monaco, and Dubai. With his profound market expertise and a proven track record in executive leadership, Martin is a