116 results found

Actively Managed Certificates (AMCs) are structured financial instruments that allow investors to access a professionally managed, dynamically adjusted portfolio through a single, tradable security.

Increased mobility among high net worth individuals and family owned and private companies with assets in multiple countries has meant estate planning is subject to ever more complex tax issues.

On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act

Published today, the Swiss Federal Supreme Court's decision of 12 January 2026 provides for a much-awaited clarification on the treatment of retrocessions in execution-only banking relationships.

In einem neuen Urteil hat das Bundesgericht einen Vermögensverwalter zu einer hohen Schadenersatzzahlung an einen Kunden verurteilt, obschon dieser die offensichtlich...

Switzerland continues to attract internationally mobile professionals, entrepreneurs, and investors, drawn by its political stability, strong legal framework, and favourable tax environment.

The Delacroix family, a European high-net-worth family, had spent generations building wealth across various industries, including real estate, private equity, and financial markets.

The real novelty resides in the prudential oversight of occupational pension asset managers.

Switzerland is a prime hub for asset managers looking to scale internationally, often by pairing Swiss investment expertise with Luxembourg fund structures.

The establishment and operation of Alternative Investment Funds ("AIFs") (and their managers) is governed by the Federal Act on Collective Investment Schemes of 23 June 2006

Trusts have been around since the 12th century, starting in England and spreading to many legal systems worldwide, including those based on Common Law and Civil Law.

On June 10, 2025, FINMA announced that an agreement had been reached with the US Securities and Exchange Commission (SEC): With immediate effect, the SEC will resume processing new and pending...

Die komplexe Schweizer Finanzmarktregulierung, einschliesslich der Gesetze FINIG, FIDLEG, BankG, KAG und GwG, verlangt eine sorgfältige Analyse, um die spezifischen Anforderungen und allfälligen Bewilli­gungspflichten

What has been the most impactful innovation your firm introduced recently, and how has its shaped client outcomes or internal efficiency?

The use of trusts for wealth management and asset protection has evolved well beyond their English Common Law origins. Today, Switzerland stands out as a preferred jurisdiction for the administration of trusts, offering a unique combination of legal recognition, flexibility and professionalism. So, what makes Swiss Trustees particularly valuable?

On 21 December 2023, the Swiss State Secretariat for Economic Affairs (SECO) released an updated "frequently asked questions" (FAQ) document.