CH&Co. Market Insights on External Asset Managers

This Market Insights Report combines the expertise and research of CH&Co. as well as insights provided by External Asset Managers (EAMs), custodian banks, and Information Technology providers. It offers a broad overview of the Swiss EAMs landscape as well as an analysis of the potential competitive edge brought by a firm’s technological positioning. This report also provides insights on criteria chosen by EAMs when selecting a custodian and a deeper study of the PMS architecture. Finally, this study sheds light on current pricing best practices between custodian banks and EAMs.

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After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.


As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.


Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

Our journey continues as