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Why Are Swiss Small and Mid-Cap Companies drawing increased attention in 2026?
Stocks

Why Are Swiss Small and Mid-Cap Companies drawing increased attention in 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…

Before the IPO: How Startup Employees and Early Investors Can Prepare for Their Next Financial Chapter
Venture Capital

Before the IPO: How Startup Employees and Early Investors Can Prepare for Their Next Financial Chapter

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…

Is a New IPO Cycle Emerging and What Does It Mean for Swiss Equity Investors?
Stocks

Is a New IPO Cycle Emerging and What Does It Mean for Swiss Equity Investors?

After several years of subdued listing activity, global IPO markets are showing renewed signs of life. Much of the attention has focused on artificial intelligence, semiconductors,…

Why Are Billionaire Tax Proposals Gaining Momentum in the United States?
Financial Planning

Why Are Billionaire Tax Proposals Gaining Momentum in the United States?

Across the United States, several states and jurisdictions have explored proposals aimed at increasing taxes on very high-net-worth individuals. These initiatives, often referred to in media…

Has Hong Kong Overtaken Switzerland in Cross-Border Wealth Management?
Financial Planning

Has Hong Kong Overtaken Switzerland in Cross-Border Wealth Management?

Recent reports from the Boston Consulting Group (BCG) indicate that Hong Kong has narrowly surpassed Switzerland in total cross-border wealth assets under management for the first…

Is De-Dollarization Accelerating Global Wealth Diversification?
FX Advisory

Is De-Dollarization Accelerating Global Wealth Diversification?

The role of the US dollar in the global financial system has long been central to international trade, reserves, and capital markets. However, growing geopolitical fragmentation,…

An Open Letter to SpaceX Shareholders: Congratulations—Now Comes a Different Set of Decisions
Investing

An Open Letter to SpaceX Shareholders: Congratulations—Now Comes a Different Set of Decisions

Few private companies have captured global attention quite like SpaceX. From ambitious beginnings to becoming one of the world's most closely watched private enterprises, the company…

Why Is Diversification One of the Most Relevant Investment Strategies Today?
Investing

Why Is Diversification One of the Most Relevant Investment Strategies Today?

In an increasingly complex and interconnected financial world, diversification remains a foundational principle in portfolio construction. While markets, instruments, and technologies continue to evolve, the need…

How Can US Clients Be Onboarded Remotely with a Swiss Bank Through an SEC-Registered Investment Advisor?
Investing, Wealth Planning

How Can US Clients Be Onboarded Remotely with a Swiss Bank Through an SEC-Registered Investment Advisor?

For US-based investors evaluating Switzerland as part of a broader wealth strategy, remote onboarding has become a practical starting point. While opening and maintaining a Swiss…

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