The Team in the Spotlight Page 4 2 News Surplus 4/2010
Total Page：16
File Type：pdf, Size：1020Kb
bank zweiplus client magazine | 4/2010 | No. 7 Multimanager-Strategies: New ambition Page 2 Economic outlook: Engines are sputtering Page 6 Education: First career move Page 8 The team in the spotlight Page 4 2 News surplus 4/2010 Editorial Renowned specialists engaged in a uni que performance competition bank zweiplus Multimanager-Strategies offer three new portfolio providers bank zweiplus’s multimanager concept is unique. The strategies ensure the advantages of high-class asset management even for modest investment amounts. The concept now offers a selection of six renowned investment experts (so-called portfolio provider). And there is no comparable product on the Swiss market. The utmost transparency, unlimited flex- investment experts. Hence, clients have ibility and efficient performance moni- the opportunity to make the best deci- toring – these are the characteristics of sion at all times and adapt the focus of bank zweiplus Multimanager-Strategies the investment strategy precisely to the and thus the asset management of the prevailing market conditions, or changes Dear Clients future. Multimanager-Strategies not only in personal financial situation. offer clients high-class asset manage- What do ice hockey and banking have ment already starting from a one-time With bank zweiplus Multimanager-Strat– in common? Ice hockey is fast-paced, investment amount of CHF 10 000 or egies, portfolio providers face off in passionate, and tough. Banking from CHF 100 per month with a savings direct competition. There is no other is serious, objective and durable. plan, but also provide numerous decisive model on the market in Switzerland that advantages. In fact, the concept enables enables clients to compare the perfor- But that’s not all they share. In both wealth accumulation for any invest- mances of highly regarded Swiss port- realms of ice hockey and banking, it’s ment need, with the freedom to choose folio providers in such a transparent not just the short-term highlights that the strategy and select the portfolio way as bank zweiplus Multimanager- count, but rather success over time. provider. Clients can swiftly and simply Strategies. Indeed, outstanding performances are change the strategy as well as portfolio only possible through systematically provider at any time, without having to Expanding the number of laying the right groundwork – in the switch their private banking relation- portfolio providers field of ice hockey, just as in the world ship. bank zweiplus, as asset manager Now, bank zweiplus has expanded the of banking. Hence, bank zweiplus and custodian bank, ensures that the number of renowned and trustworthy is sponsoring the ZSC Lions, one of defined investment guidelines are com- investment partners that are ready to Switzerland’s leading ice hockey plied with and implements the invest- enter the transparent performance organizations, from promising young ment recommendations of the special- competition. Clients currently have talent to seasoned professionals. And ists on a monthly basis. At the same the freedom to choose from among six this corresponds to our own time, the Bank acts as contact person portfolio providers, including the three self-concept as well. for the clients for any questions revolv- already active specialists Lombard ing around the multimanager concept. Odier Asset Management, Rieter Fischer What’s in store for the ZSC Lions this Partners and Solitaire Wealth Manage- season? Read an interview with CEO More transparent performance Peter Zahner and Captain Mathias comparison Seger on pages 4 and 5 – we hope you Thanks to identical investment guide- enjoy this issue of “surplus”! lines and fees, clients can compare the performance of their professionally managed strategy with those of other Sincerely portfolio providers at any given time. The performances of the individual in- vestment strategies are reported on the Internet in a transparent format Markus Hadschieff on a monthly basis. With this transpar- Head of Direct Clients ency, bank zweiplus offers its clients an bank zweiplus ltd effective, thorough comparison of per- formances among several professional surplus 4/2010 News 3 Renowned specialists engaged in a uni que performance competition Interest rates bank zweiplus Multimanager-Strategies offer three new portfolio providers as of 30 September 2010 Paying Private account CHF 0.25 % Private account EUR 0.75 % ment, in addition to the newcomers ty for any risk appetite. In the course of Current account CHF 0.125 % Schroder Investment Management AG, advisory consultations, bank zweiplus Current account EUR 0.25 % Bank Sarasin & Co. Ltd and Falcon determines the target-oriented invest- Private Bank Ltd. The portfolio provid- ment strategy together with the client, ers, which are subject to systematic re- on the basis of investment goals and Saving (+1% interest bonus*) view by bank zweiplus and specifically desires. Thanks to identical investment Investment savings account CHF 0.50 % integrated into the range of selected in- guidelines for all investment specialists, Youth savings account CHF 0.65 % vestment specialists, exclusively com- clients are able to simply compare and, Student savings account CHF 0.65 % prise successful asset managers with a according to risk profile, easily identify Senior citizen’s savings account CHF 0.65 % proven track record. which portfolio provider is best suited for them. Simple selection process thanks to Investing identical investment guidelines You can find further information Europarco EUR 1.00 % Wealth accumulation with Multiman- regarding Multimanager-Strategies as ager-Strategies is based on the three well as webcasts featuring individual risk-return profiles “Conservative,” “Bal- portfolio providers at: Financing anced” and “Growth,” providing an indi- Variable-rate mortgage CHF 2.50 % vidually tailored investment opportuni- www.bankzweiplus.ch/multimanagers Fixed-rate mortgage 3 years CHF 1.42 % Fixed-rate mortgage 5 years CHF 1.83 % Fixed-rate mortgage 10 years CHF 2.57 % LIBOR mortgage 3 months CHF 0.9483 % Now +1% interest bonus* * The offer is valid from 1 July to 31 December 2010 for all savings accounts up to a maximum of CHF 100 000 for existing as well as new clients who already hold or open a new savings account. 4 Trends surplus 4/2010 “The team in the spotlight” bank zweiplus sponsors ZSC Lions From fostering young, up-and-coming talent to promoting professional ice hockey: bank zweiplus is committed to sponsoring the «National League A» team ZSC Lions. Following is an interview with team Captain Mathias Seger and CEO Peter Zahner addressing the pressure, ambition and leadership qualities, as well as the parallels that exist between banking and ice hockey. ZSC is a brand and a sports club like no other. The ZSC eager to take responsibly and help the team – that’s my Lions are always expected to achieve top rankings, motivation. For me, the team will always be in the spot- even more so in terms of winning the championship light. Indeed, sometimes you have to set aside your title. Is that also the case this year, Mathias Seger? own ego in order to play a role that supports the team. Expectations in Zurich are always very high. What Players who play with egotistical motives in order to tends to be forgotten sometimes is that every team simply show off seldom succeed in achieving a long- wants to be champions too. term career at the top professional level. Will the ZSC Lions become champions this season? Sometimes you have to set aside We have a team that functions smoothly and has been well-assembled. It’s a well-balanced team with the your own ego in order to play a role right mix between young and old, offensive and de- that supports the team. fensive players. Anything is possible when we play to- gether in harmony. Within the realm of sustainable success, there are Even the championship title? Even the championship also parallels between banking and ice hockey: A title! bank as well as a major ice hockey team must be suc- cessful over time and not just occasionally. Against Where does the greatest pressure come from…the the backdrop of this connection between banking fans? the media? the sponsors? Or perhaps from and ice hockey, bank zweiplus is now sponsoring within the club? There is certainly some external the ZSC Lions and continuing to support its young, pressure, but the players just have to know how to deal up-and-coming talent as well. Without sponsors, we with it. The important thing is that the positive pres- would have not been able to play our sport at this level, sure, the drive and determination, come from within. Of of which I am fully aware. Sports such as ice hockey course, our fans want us to be champions, but so do the need ideal sponsors that are able to make long-term players. We strive for personal improvement – that’s our commitments, even in our fast-paced environment. As motivation. players, we know that money doesn’t come from some random source. And we are also aware that we embody Some individuals in a team sport tend to “hide” par- our sponsors while playing on the ice. ticularly when things aren’t going so well. You are the ZSC Lions captain and also recently captain of the Swiss national team during the world champion- Mathias Seger (33), captain and ships. As captain, you can never really hide, can you? defender, has been playing for the No, I can never hide, and I have no intension of doing ZSC Lions since 1999. He was Swiss so. In team sports, there is always a risk of hiding when champion in 2000, 2001 and 2008, things don’t go so smoothly. But as a matter of princi- and with his Zurich teammates he ple, a player should never hide. Particularly those play- won championships at the interna- ers who take responsibility when things aren’t going tional level such as the Champions so well show that they have class.