- The Swiss property fund market is consolidating rapidly - ‘size at any price’ is becoming the new norm. Funds over CHF 1 billion NAV are becoming the benchmark.
- Since 2021, four funds have disappeared due to mergers, with three more likely to follow in 2025. Up to three more funds could disappear additionally from the market by 2027. UBS will dominate both in terms of market share and index weight in the future.
- With every new merger, often even more asset managers disappear. Takeovers, such as those of Akara and Fundamenta by SPSS, accelerate the withdrawal of independent providers.
- Size has its price: product diversity, strategic differentiation and entrepreneurial depth are increasingly being lost.
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Consolidated, but not complete: why smart and nichey solutions are needed for the real estate fund market
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