Written into financial history, with roots tracing back to 1867

With the Swiss National Bank reducing its policy rate to 0% in June 2025, we examine the implications for multi-asset portfolios, Lombard financing, and fixed income allocation strategies for private clients.

Effective family governance is one of the most powerful tools available to wealthy families — yet it remains one of the most overlooked. We explore the key frameworks and common pitfalls.

Private credit has emerged as a significant asset class for sophisticated investors seeking yield, diversification, and reduced correlation to traditional listed markets. We examine allocation considerations.