Investing is a great way to secure your future, whether you’re a woman or not. But, as a woman, it might be even more critical for you to take the leap and start investing to secure yourself a better future and financial independence. Historically, women have been less involved in investing and financial planning than … Read more
In today’s global economy, international diversification is more important than ever. According to Cerulli Associates, an estimated $124 trillion in wealth is projected to transfer through 2048, with $105 trillion expected to flow to heirs and $18 trillion designated for charitable donations. For U.S. investors, an attractive choice is Swiss wealth management, which is admired … Read more
Described as an antioxidant, an extraordinary natural antidepressant and a blood pressure reducer. But aren’t all these benefits just a way of concealing our greed, leading some of us to consume in moderation, while others eat it uncontrollably. First processed into powder and consumed as a beverage in South America by the Olmecs, Mayas and … Read more
As the coronavirus cases rise again in most countries, it has a stronger impact on our everyday life again. However, in comparison to the first wave, there is more hope that in the next months the virus will be under control. The news of promising intermediate results of a vaccine published last Monday was a … Read more
What to invest in and how to invest are often discussed at length. So, why not go a step further and examine why investing is considered a good use of money in the first place? The truth is, we are not programmed to invest. Like many other things in life (“Come inside or you will … Read more
California investors value opportunity and innovation, but even the best markets have risks. Economic uncertainty, inflation, and volatile markets can make it challenging to grow and preserve wealth. That’s why we believe in international diversification. Financial strength in Switzerland, a stable currency, and experienced wealth management firms provide a tactical way to diversify and grow … Read more
2024 was a whirlwind year for global markets. Defined by softer central bank policies, declining interest rates, and geopolitical tensions, it also saw an extended rally in financial markets led by AI-driven Big Tech stocks. Non-tech sectors joined the rally, narrowing the valuation gap, while financials stood out with robust performance. However, optimism didn’t reach … Read more
As a young professional, you are facing an exciting but also challenging time. The Swiss financial market offers many opportunities, but is also characterized by intense competition and rapid technological change. Are you aiming for a career in the financial industry? Is this career path the right one for you and what qualifications do you … Read more
Happy New Year! First of all, we wish you and your loved ones a very Happy New Year and would like to take the opportunity to express our gratitude for having such a loyal readership! If you feel that your family and friends could profit from our Swiss perspective as well, please feel free to … Read more
The democratization of finance is a welcome shift in the world of banking. More people have access to easy-to-use financial tools and services than ever before and most of those tools conveniently fit into an app on our smartphones. In this context, individual trading has become a common practice. But does greater access come with … Read more