Switzerland: Wealth Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Five × Five: Middle East Developments Driving Capital Reallocation Toward Stable Jurisdictions

The escalating conflict in the Middle East — triggered by U.S.-Israeli strikes on Iran and subsequent Iranian attacks on Gulf states in early March 2026 — has set in motion...

Switzerland Wealth Mgt

LL

LINDEMANNLAW

A Benchmark For Excellence: Schellenberg Wittmer's Private Wealth Team

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

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

No Duty To Return Retrocessions In Execution-Only Banking Relationships

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.

Switzerland Wealth Mgt

BB

Borel & Barbey

Targeting Swiss Pension Funds: How Sponsors Can Market To And Onboard Swiss Pension Funds - Volume 2

Given the size of the Swiss pension fund market, it presents a highly attractive opportunity for non-Swiss fund sponsors – especially as Swiss pension funds increasingly seek international diversification.

Switzerland Wealth Mgt

LL

Loyens & Loeff

The Magic Five Tools In Wealth Management

European Union Wealth Mgt

LL

LINDEMANNLAW

Retrocessions And Execution-Only – Validity Of A Waiver

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Dixcart Gains Regulated Trustee Status In Switzerland – Understanding The Significance

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Welcoming The L-QIF In Switzerland As Of 1 March 2024

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Newsletter 2/22 - Foundation Law – September 2022

Switzerland Wealth Mgt

WP

Wenger Plattner

Chapter 59 – Asset Transfer Agreements Under Swiss Law

Switzerland Wealth Mgt

WP

Wenger Plattner

Company Formation In Switzerland 2023 (Video)

Switzerland Wealth Mgt

ZI

Zugimpex International GmbH

Retrocessions And Execution-Only - Geneva Courts Deny Restitution

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Investoren: Sind Sie Bereit Für Den Neuen Swiss Stewardship Code?

Switzerland Wealth Mgt

M

MME

Switzerland A Premier Jurisdiction: Asset Protection, Corporate, And Residence

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Guidelines And Regulations To Provide Insights On Public Policies To Ensure AI's Beneficial Use As A Professional Tool - Switzerland

Switzerland Technology

SW

Schellenberg Wittmer Ltd

The Swiss Federal Supreme Court Rules On The Duty To Hand Over Retrocessions And Distribution Fees To Clients In Execution-Only Relationships

Switzerland Finance

AA

Advestra AG

Moderation Round Table Session: Artificial Intelligence In The Private Clients Practice: AI As A Friend Or Foe, A Round Table Discussion

Switzerland Technology

BK

Bär & Karrer

Citizenship Law: Dual Citizenship In Switzerland – Rules, Advantages, And Disadvantages

Switzerland Immigration

VA

Vischer AG

EasyGov In Switzerland – A Challenge For Foreign Entrepreneurs And Self-Employed Persons

Switzerland Commercial

C

CONVINUS

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Wealth & Asset Management

Five × Five: Middle East Developments Driving Capital Reallocation Toward Stable Jurisdictions

The escalating conflict in the Middle East — triggered by U.S.-Israeli strikes on Iran and subsequent Iranian attacks on Gulf states in early March 2026 — has set in motion...

Switzerland Wealth Mgt

LL

LINDEMANNLAW

The Berne Financial Services Agreement Between Switzerland And The United Kingdom: Overview And Key Takeaways

The Berne Financial Services Agreement (BFSA) entered into force on 1 January 2026.

Switzerland Finance

SKANDAMIS AVOCATS

The Swiss Investment Advisory Model: A Practical Route To Managing Luxembourg Funds

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

European Union Finance

LL

Loyens & Loeff

Substance And Effective Management In International Family Structures

Worldwide Commercial

DG

Dixcart Group Limited

Building Cross-Sector Networks: Leveraging Relationships For Successful VC Transactions – The Role Of Estate Planning And Proactive Wealth Planning

Switzerland Family

BK

Bär & Karrer

A Benchmark For Excellence: Schellenberg Wittmer's Private Wealth Team

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Swiss Federal Supreme Court Ends The Retrocession Saga: No Restitution Duty In Execution-only Relationships

Switzerland Finance

BK

Bär & Karrer

No Duty To Return Retrocessions In Execution-Only Banking Relationships

Switzerland Wealth Mgt

BB

Borel & Barbey

Immigration To Switzerland – Legal And Tax Considerations

Worldwide Commercial

DG

Dixcart Group Limited

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Latest Videos

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Company Formation In Switzerland 2023 (Video)

ZI

Zugimpex International GmbH

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