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.

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

For high-net-worth individuals (HNIs) and entrepreneurial families, wealth structures must do more than simply hold assets: they must safeguard value across borders, optimize taxation, protect privacy...

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

Trusts In Switzerland: What's New And What You Should Be Aware Of

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Court Allows Prosecution Authorities To Copy Electronic Devices On Seizure

Switzerland Criminal

BK

Bär & Karrer

Insurance & Reinsurance 2026 - Law And Practice In Switzerland

Switzerland Insurance

BK

Bär & Karrer

⚖️ Litigation Or Arbitration? When Disputes Cross Borders, Choose The Most Strategic Forum! (Video)

Switzerland Litigation

Aceris Law

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

Switzerland Finance

BK

Bär & Karrer

Retrocessions – Supreme Court Confirms No Duty To Return Retrocessions In Execution Only Relationships

Switzerland Finance

SW

Schellenberg Wittmer Ltd

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Wealth & Asset Management

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

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

In a landmark decision (4A_149/2025, 12 January 2026), published on 13 February 2026, the Swiss Federal Supreme Court has now clarified a two-decade uncertainty and confirmed...

Switzerland Finance

BK

Bär & Karrer

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

Immigration To Switzerland – Legal And Tax Considerations

Worldwide Commercial

DG

Dixcart Group Limited

Frequently Asked Questions: Swiss Corporations - Dixcart

Worldwide Commercial

DG

Dixcart Group Limited

The Relationship Between Depositary Bank And Wealth Manager: Selected Legal And Contractual Aspects (AML, FinSA)

Switzerland Finance

BK

Bär & Karrer

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

Switzerland Wealth Mgt

LL

Loyens & Loeff

Steps To Establishing And Operating A Company In Switzerland

Switzerland Commercial

DG

Dixcart Group Limited

Swiss Case Law On Trusts – A Decade Of Development

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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