Ueli Bollag in an interview with Sphere: “We are focusing on rejuvenating our managers.”
“We want to rejuvenate managers at all levels of the company”.
The Basel-based asset manager Tareno has grown strongly in recent years and now has assets under management of more than three billion Swiss francs. This is an important step in preparing for the future and securing its growth, as its Chairman, Ueli Bollag, emphasizes.
By Jérôme Sicard
What are the tools or resources that independent managers must acquire today if they want to build for the long term?
First and foremost the human resources! The long-term success of a manager is based on clear structures, excellent employees and strong leadership. In order to manage client assets optimally, employees must also have the right information terminals for recording financial data and the right PMS. This is complemented by rigorous risk management and constant compliance with regulations to achieve the highest level of security. I spoke earlier about strong leadership, because the management and the board of directors must pursue a coherent strategy that always focuses on long-term customer care.
Have you integrated fintech applications into your system in recent years?
No. While there was a lot of talk about fintechs and wealthtechs five or six years ago, this is no longer the case today. They have disappeared from the radar, so to speak. On the other hand, the same cannot be said about artificial intelligence, which will bring us a lot, even if personal interaction will ultimately take center stage.
How has Tareno changed the most in recent years?
First of all, we have grown considerably. We now have around forty employees and manage over three billion francs. Above all, we are constantly striving to promote innovation in our processes and working methods so that we can remain agile, anticipate and better adapt to the future.
For example, we have ensured that the new generation of employees is fully integrated into the structure, including at management level, to give us a new perspective and facilitate the sustainability of our activities. We have created a more modern, attractive working environment for our client advisors. We have also introduced a structured sustainability approach to our investment solutions and expanded our offering to include financial planning services, among other things.
You can find the link to the entire interview above.
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