Insights & expertise

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.

Machine learning and AI tools are reshaping portfolio construction. We discuss how we integrate Algo-Chain technology within our investment process — and why human oversight remains essential.

As international transparency requirements continue to evolve, we outline the key considerations for internationally mobile families seeking to structure their wealth compliantly and efficiently.

The period immediately following a business exit is both the most exciting and most complex moment in an entrepreneur's financial journey. We explore the key decisions and common mistakes to avoid.