Mehr Mut als die Grossbanken? - Frank Häusler von Dreyfus Söhne & Cie AG zu Gast im BX Morningcall

In this week's BX Morningcall, Olivia Hähnel and François Bloch speak with Frank Häusler, Head of Investments at Dreyfus Bank, about long-term investment strategies, quality stocks, asset allocation, and the future of wealth management. The conversation covers topics including: 🔷 Why composure and strategy are more important than short-term news in volatile markets 🔷 Why asset allocation is Dreyfus's most important portfolio lever 🔷 Why quality stocks are at the heart of the equity strategy 🔷 How Dreyfus analyzes stocks across sectors and global peer groups 🔷 Why the bank is focusing more on equities, gold, and Swiss real estate 🔷 The role that hedge funds and Bitcoin could play as portfolio additions in the future 🔷 How Frank Häusler invests personally and why he consistently buys for the long term A discussion about active investing, Swiss private banking, independent wealth management, quality stocks, gold, Bitcoin, and how to build robust portfolios for the long haul. 🔷 Why Dreyfus Bank analyzes stocks across sectors and global peer groups 🔷 Why the bank is focusing more on equities, gold, and Swiss real estate 🔷 Why hedge funds and Bitcoin could play as future portfolio additions 🔷 Why Frank Häusler invests personally and why he consistently buys for the long term ... 00:00 Welcome: Frank Häusler from Dreyfus Bank 00:11 From Mathematician to Head of Investments 00:55 Market Volatility: Why Calmness is More Important Than News Trading 02:10 Asset Allocation: The Most Important Lever in Investment Strategy 03:33 Quality Stocks Instead of Growth Hype 04:20 Client Contact: How Individually Dreyfus Manages Portfolios 06:48 Individual Stocks or ETFs? The Dreyfus Perspective 08:00 Investment Process: Asset Allocation, Stock Lists, and Core-Satellite 10:31 Long-Term Investing: Strategy for 10 Years and More 11:22 Stock Selection: Nestlé, Roche, Eli Lilly, Galderma, and Pfizer 12:45 Dreyfus vs. Major Banks: More Stocks, Gold, and Swiss Real Estate 14:23 Fund Strategy: Why Dreyfus Doesn't Rely on Mass Distribution 16:03 Dreyfus Culture: Personal Responsibility, Contradiction, and Clear Goals 17:35 Dreyfus Bank's Unique Selling Proposition: Family Ownership, Independence, and Tradition 20:03 International Clients: Taxes, Structures, and Portfolio Adjustments 21:06 Dreyfus in 5 Years: Evolution Instead of Revolution 22:15 Bitcoin in the Portfolio? Why Dreyfus Adds Crypto to His Portfolio 24:31 Investment Review: From Analysis to House View 25:50 Privately Invested: How Frank Häusler Invests 27:00 Closing Remarks More information about the BX Model Portfolio 👉🏽 https://bxplus.ch/bx-musterportfolio/ 📲 More from BX Swiss: ► Instagram: @bxswiss ► Current Prices & News: https://www.bxswiss.com/ & https://bxplus.ch/ __________________________________________________________________________________ ► Legal Notice and Information on Potential Conflicts of Interest: https://www.bxswiss.com/disclaimer #BXMorningcall #dreyfus #investmentstrategy #assetallocation