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What Can the Next Generation Expect From Wealth Management?
Family Office

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 the wealth are…

Why Does Switzerland’s USD 78 Billion Current-Account Surplus Matter to International Investors?
Investment Strategy

Why Does Switzerland’s USD 78 Billion Current-Account Surplus Matter to International Investors?

What can Switzerland’s strong external financial position tell foreign investors about holding and managing wealth in the country? Switzerland is well known internationally for its currency,…

International Diversification Works Best When It Is Properly Coordinated
Investment Strategy

International Diversification Works Best When It Is Properly Coordinated

Geopolitical uncertainty, changing tax regimes, currency movements, regulatory developments, and the increasingly international lives of wealthy families are reinforcing an important principle of private wealth management:…

What Makes Pictet an Important Swiss Custodian Bank for International Investors?
Alpen

What Makes Pictet an Important Swiss Custodian Bank for International Investors?

Congratulations are in order! Pictet has crossed the USD 1 T mark in assets under management or custody. For Alpen Partners, the milestone has particular significance:…

Why Is Switzerland Becoming a Preferred Destination for Cryptocurrency and Digital Assets?
Cryptocurrencies

Why Is Switzerland Becoming a Preferred Destination for Cryptocurrency and Digital Assets?

What happens when crypto moves from the edge of finance into traditional wealth management? For years, cryptocurrencies appeared to occupy a financial world of their own.…

Could Italy’s 7% Tax Regime Make Qualifying Towns in Sicily, Sardinia, Puglia and Other Italian Regions More Attractive for International Retirees?
Retirement Planning

Could Italy’s 7% Tax Regime Make Qualifying Towns in Sicily, Sardinia, Puglia and Other Italian Regions More Attractive for International Retirees?

How eligible foreign pensioners relocating to qualifying municipalities in Sicily, Sardinia, Puglia, Calabria, Campania, Basilicata, Abruzzo and Molise, as well as certain earthquake-affected areas of Central…

Is Your Wealth Really Diversified or Just Your Portfolio?
Foundational Knowledge
Investment Strategy

Is Your Wealth Really Diversified or Just Your Portfolio?

Why international investors may need to think beyond asset allocation to currencies, custodians, banks, and jurisdictions Diversification has shaped modern investing for generations. The principle remains…

What Do Wealthy Families Worry About Once Money Is No Longer the Main Concern?
Foundational Knowledge
Family Office

What Do Wealthy Families Worry About Once Money Is No Longer the Main Concern?

Why substantial wealth can create new concerns but also the freedom to make very different choices about life, investment, and the future Wealth is supposed to…

Why Could Gold and Precious Metals Attract More Attention as US Debt, Yields, and the Dollar Come Under Scrutiny?
Commodities

Why Could Gold and Precious Metals Attract More Attention as US Debt, Yields, and the Dollar Come Under Scrutiny?

Why physical gold held in Switzerland may form part of a broader approach to currency, asset, and jurisdictional diversification Gold has already attracted significant investor attention…

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