Rockwell Investments AG / CH0000000004

Baar, Switzerland, 30.05.2025

The asset management industry is undergoing a transformation. While large institutions and financial groups are increasingly seeking out independent asset managers stretch out, see itself medium-sized Provider like Zurich-based Rockwell AG is faced with the question: How do you maintain independence in a market where takeovers are becoming the new normal?

Acquisitions as Industry trend

The Developments the last Months and Years show a clear up Trend: Large financial institutions are specifically looking for succession solutions among independent asset managers. This often involves more than just organic Growth, rather increasingly also to takeovers, to the to expand their own offerings and secure market share. Industry experts compare the current developments with the significant transactions of recent years – and emphasize that a wave of takeovers of independently managed companies is long overdue.

“Next year at the latest, we will increase our acquisition activity in this segment see", is itself a insider The reasons for this are manifold: stricter regulation, growing demands on IT infrastructure, cost and efficiency pressures, and the desire of many customers for comprehensive services are making it increasingly difficult for smaller providers to survive on their own.

Rockwell AG : A medium Player in the Focus

With their seat in Zurich and above 25 years Experience counts the Rockwell AG is one of the established mid-sized asset managers. The company manages assets in the hundreds of millions of euros and has established a solid position in a challenging market environment through continuity, trust, and tailored investment strategies.

But it's precisely this position that makes Rockwell an attractive target for potential partners and investors. The company structure is manageable, and customer relationships are close and loyal—ideal conditions. for takeovers, the frequently on it aim, the To maintain and expand the trust of the existing customer base.

Internal sources confirm that the topic of acquisitions is also being discussed at Rockwell – even though management officially emphasizes independence. "We are aware of market movements and are monitoring the situation very closely," a source close to the company said. At the same time, they do not want to make any hasty decisions. rather the long-term Interests from Customers and Putting employees at the center.

Strategic openness despite clearer Declaration of independence

The fact that Rockwell AG is not currently actively putting itself up for sale is seen by experts as a strength. “Those who do not have to sell have the best cards, to at Requirement himself to design", so a Industry insider. This strategic openness is typical of many medium-sized asset managers who, on the one hand, want to maintain their independence, but on the other hand, also know that change is inevitable.

Rockwell AG has also expanded its offerings at an early stage: In addition to classic Asset management offers the Pursue in the meantime also offers fixed-term deposit products from European banks – a business area that is particularly at security-oriented Customers to Meaning wins. This diversification shows that Rockwell is not just reacting, but is actively seeking new business opportunities.

Market environment in the change – one Challenge for all

The industry is currently undergoing a profound structural change. The classic business models independent asset manager become put to the test. Regulation, digitalization, and rising customer expectations are increasing the pressure on smaller and medium-sized companies to position themselves or choose the path of integration.

The pressure is not only felt from outside. Customers also increasingly expect more comprehensive services, faster communication and digital solutions, the medium-sized companies with limited resources only difficult can handle alone.

For many independent asset manager – and in addition counts also Rockwell – this is a double dilemma: maintaining one’s own independence, but at the same time ensuring competitiveness and future viability.

Conclusion: Rockwell AG as symbol for the Industry

Rockwell AG is a prime example of many independent asset managers who are currently at a crossroads. The industry is itself in a process the Consolidation, the from Acquisitions and strategic partnerships.

For Rockwell and comparable Pursue becomes it decisive be, Finding the right path: How can you assert yourself in the market without losing your identity? And how can you respond to changes without unsettling customers and employees?

While other market participants are already reorganizing or seeking ways of cooperation, Rockwell is carefully maintaining its independence – but without the door for new Options closed to let. Whether Whether this is the basis for a successful future will become clear in the coming months.

Contact:

Rockwell Investments AG

Nils Hofstetter Oberdorfstrasse 2

6340 Baar, Switzerland

E-mail: [email protected]

Phone: +41 41 515 21 00

Website: https://rockwell-ag.com/