Patrick Oberhaensli

Rethinking the IPS: shifting from traditional Asset Allocation to Strategy Allocation in Wealth Management By Patrick Oberhaensli, Founder and CEO of EVOLIDS FINANCE LLC For decades, Strategic Asset Allocation (SAA), complemented by Tactical Asset Allocation (TAA), has served as the bedrock of the Investment Policy Statement (IPS) in Wealth Management. When onboarding High-Net-Worth (HNW) clients…

Why rising client expectations, AI in portfolio management, product complexity, and shifting market dynamics are raising the bar. Client expectations in wealth management are rising. Markets are shifting quickly, product complexity remains high, and the traditional portfolio playbook no longer feels as reliable as it once did. At the same time, wealth managers, private bankers…

Explore five high-impact risk programs for ambitious professionals in finance and risk management Risk is no longer a separate workstream. It is embedded in every strategic decision, from growth and innovation to regulation, resilience, and crisis preparedness. The Great Financial Crisis was a wake-up call, and the bank failures of 2023 reinforced the same message:…

What financial risk professionals should understand about autocallable swaps and embedded risks. Analysis by Patrick Oberhaensli, CFA This article explores how such structures operate within Ucits rules, combining bond portfolios and autocallable swaps to deliver targeted returns, defined risk profiles and institutional-scale investment strategies. Funds constructed entirely from synthetic structured products incorporating exotic derivatives that…

Managing risk is one of the core activities of a financial institution. Of course, procedures and governance structures have to be in place, but on top of that front experience and common sense are critical, argues financial expert Patrick Oberhaensli. He teaches the Financial Risk Management program at the Amsterdam Institute of Finance, and shares…