CA Indosuez (Switzerland) SA Annual Report 2022 28 Wealth Management / Wealth Management / LAUNCH OF A NEW DIGITAL PLATFORM In order to respond in an even more relevant manner to our clients' concerns, we launched a new digital platform for advisory clients. The objective of this project is threefold: to facilitate access to our strategies and our investment universe, boost communication around our recommendations and consolidate the monitoring of our structured products. This tool, which is part of the more comprehensive project to digitise our offering and our processes, should also enable us to develop a better dialogue between clients, advisors and relationship managers. BETTER SYNERGIES WITHIN THE TEAMS Supporting our clients more efficiently also means improving our internal organisation and processes in line with their needs. This is why we decided this year to bring together the Advisory and Capital Markets teams. The idea is to expand access to the expertise, services and products of these two units, as well as provide clients with new synergies and a cross-asset view. In discretionary management, our operational efficiency also accelerated thanks to a significant streamlining effort. Almost three years after the start of the pandemic and central banks' ultra-accommodative policy to counter its effects, the global economy is now facing a new paradigm with the sudden resurgence of inflation and the subsequent rise in interest rates to curb it. It was in this uncertain market environment that 2022 came to a close, penalising not only risky assets such as equities but also bond investments. NAVIGATING IN AN ENVIRONMENT OF POSITIVE, EVEN HIGH INTEREST RATES This widespread increase in interest rates seems to be responding to a change that is no longer cyclical, but rather structural, with the start of a new economic era offering new investment opportunities. After having been out of favour over the past five years, fixed income investments are again sought after by investors looking for yield. In November, we successfully launched a fixed-maturity bond fund maturing in 2026. Generally speaking, assets with a positive correlation to inflation should perform well, such as commodities, infrastructure investments or income real estate. The other noteworthy factor is the renewed interest in structured products with guaranteed capital, which we have been developing within our Group for a long time now, which offer investors greater security in terms of asset protection. ENHANCED SUPPORT FOR CLIENTS In this uncertain environment, further complicated by the inflationary trend of our economies and the consequences of the Russia-Ukraine conflict, our teams have applied greater vigilance and special attention in supporting our clients. We strengthened our advisory activities to support them in their investment choices and facilitate their decision-making. Isabelle Jacob-Nebout, Head of Wealth Management CA Indosuez (Switzerland) SA
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