The world is in turmoil. Governments worldwide are ruling against the will of the majority and things are coming to a head. Richard Maybury tells us: “There is simply no end in sight to the big Ukraine and Israeli bloodbaths, plus a high likelihood that the power junkies in DC and Beijing will slug it … Read more
Alternative investments have long been the stronghold of the ultra-wealthy. Wealthy individuals have up to 50% of their assets in alternative investments, but they are now becoming accessible to a broader range of investors, including those traditionally not involved in these markets. As the landscape of investing evolves, understanding the nuances and benefits of alternative … Read more
As more wealthy Americans consider moving a portion or all of their assets overseas, Switzerland has re-emerged as a preferred destination for its long-standing reputation as a global banking and asset protection hub. Yet for U.S. citizens who want to invest in Switzerland, opening and maintaining a Swiss bank account isn’t as straightforward as it … Read more
11 min read · Jun 24, 2025 Recession. The mere mention of it can trigger visions of plunging stock prices, shuttered businesses, mounting layoffs, and a general sense of economic malaise. For investors, it’s often a red flag — an alert that growth is stalling, profits are shrinking, and confidence is fading. But here’s the … Read more
Actively managed certificates (AMCs) are experiencing double-digit annual growth in the Swiss financial market. The diversity of these products is considerable. Each type of AMC offers specific advantages for different investment strategies. With cost advantages of up to 30-50% compared to traditional fund structures and a time to market of only 2-3 weeks, AMCs are … Read more
Get directly to When it comes to retirement planning, it’s easy to focus on the here and now and put off thinking about the future. But the lifestyle you want in your retirement starts with the choices you make today. Whether you’re self-employed without a pension fund or simply looking to strengthen your financial future, … Read more
A new wave of robo-advisors and hybrid investing services (human expertise combined with the efficiency of digitally automated strategies) are changing the banking world. But with so many options to choose from, where should you place your trust and money? If you’ve decided to start investing, you may have come across several robo-advisory and investment … Read more
Turning to credit, our stance remains unchanged compared to our Q1 update. On the one hand, the prospects of continued economic growth (which we deem possible, but not certain) justify an exposure to lower credit (and higher yielding) companies. On the other hand, the valuations of the latter are very unattractive – the risk/reward profile … Read more
The second quarter of 2025 delivered a potent mix of investor optimism and looming macro risks. Equity markets, led by the US, rebounded sharply from an early correction despite persistent concerns over geopolitics, tariffs, sovereign debt, and deteriorating economic fundamentals. Retail enthusiasm fueled the rally, while institutional investors remained hesitant, signaling an uneasy disconnect. With … Read more
The appointment calendar is overflowing, the waiting list for new customers is getting longer and longer. What initially sounds like a luxury problem quickly turns into a strategic challenge. Sooner or later, successful financial advisors are faced with the decision: should I continue to operate as a lone wolf or take the plunge and become … Read more