What Can the Next Generation Expect From Wealth Management?
Can Swiss wealth management preserve its traditions while adapting to a new generation of clients? Wealth management is changing because the people behind ...
November 9, 2026
Can Swiss wealth management preserve its traditions while adapting to a new generation of clients? Wealth management is changing because the people behind ...
November 9, 2026
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Switzerland's reputation for wealth creation is often associated with innovation, entrepreneurship, political stability, and a highly competitive economy. Less frequently discussed is what happens after wealth…
Switzerland is a small country with an unusually large relationship with wealth. A recent Forbes analysis puts that relationship into perspective. According to its calculations, 89…
Could renewed pressure on US Treasuries make currency diversification more relevant? The latest moves in US bond and currency markets deserve attention. Not because they prove…
September 8, 2026
Why Residency Planning Is About Much More Than Booking a Flight or Buying a New Home For internationally mobile entrepreneurs, investors, executives, and families, changing tax…
August 21, 2026
Why Today's More Fragmented World May Be Encouraging Investors to Think Beyond a Single Country, Currency, or Market. For decades, globalization encouraged investors to think in…
August 14, 2026
When people think about wealth management, they usually think about investment returns. In practice, many of the most important financial decisions involve cash rather than investments.…
August 11, 2026
This diverse segment of the Swiss equity market, represented by the SPI Extra® index, may provide valuable diversification opportunities for investors who apply disciplined and selective…
August 7, 2026
For many startup employees, founders, and early investors, an initial public offering (IPO) represents years of hard work coming to fruition. Yet while public attention often…
August 4, 2026
Building substantial wealth is a remarkable achievement. Preserving that wealth across multiple generations is often an even greater challenge. Recent research suggests that many family offices…
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