Switzerland: Wealth & Asset 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.

Le Swiss Arbitration Centre publie des nouvelles règles complémentaires pour les litiges en matière de trusts, successions et fondations.

Le 1er juillet 2025, les nouvelles règles complémentaires pour les litiges en matière de trusts, successions et fondations (Règles TEF) du Swiss Arbitration Centre sont entrées en vigueur...

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Swiss Arbitration Centre erlässt neue Schiedsordnung für Trust-, Nachlass- und Stiftungsstreitigkeiten

Wie in unserem Newsflash vom 27. Mai 2025 berichtet, hat das Swiss Arbitration Centre kürzlich eine neue ergänzende Schiedsordnung für Trust-, Nachlass- und Stiftungsstreitigkeiten...

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Setting Up A Business In Switzerland

Switzerland is a friendly place to start a business, with many international companies having their headquarters in the country.

Worldwide Commercial

DG

Dixcart Group Limited

The Swiss Federal Inheritance Tax Initiative: Key Considerations Ahead Of The Referendum On 30 November 2025

This article discusses the key legal, fiscal, and strategic implications of the Swiss federal popular initiative "For a Social and Fiscally Fair Climate Policy," which proposes...

Switzerland Tax

A

Altenburger

Hiring In Switzerland: Social Security, Payroll And Related Employer Obligations

Worldwide Commercial

DG

Dixcart Group Limited

Swiss Asset Managers Can Apply As Registered Investment Advisers (RIAs) With The SEC Again

Switzerland Commercial

SW

Schellenberg Wittmer Ltd

Why Use A Swiss Trustee?

Switzerland Commercial

DG

Dixcart Group Limited

Case Study: Structuring A Swiss Family Office Through A Swiss Private Trust

Worldwide Commercial

DG

Dixcart Group Limited

Want To Manage Your Private Wealth But Retain Control? Choose A Swiss Private Trust Company

Switzerland Commercial

DG

Dixcart Group Limited

Navigieren Sie Sicher Durch Die Regulatorischen Anforderungen Für Family Offices In Der Schweiz

Switzerland Litigation

KC

Kellerhals Carrard

FlowBank Liquidation: Quo Vadis FINMA?

Switzerland Insolvency

LL

LINDEMANNLAW

Retrocessions And Execution-Only – Validity Of A Waiver

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

How To Become Swiss Resident By Working In Switzerland

Switzerland Tax

DG

Dixcart Group Limited

Le L-QIF – Nouvelle Opportunité

Switzerland Finance

SW

Schellenberg Wittmer Ltd

NEWSLETTER Du 17 Au 28 Mars 2025 | N° 102

Switzerland Criminal

MB

Monfrini Bitton Klein

ESG-Regulierung für Schweizer Unternehmen – Quo Vadis?

Switzerland Commercial

SW

Schellenberg Wittmer Ltd

Naftogaz v. Gazprom: Final Arbitral Award Rendered, Enforcement Proceedings Imminent

Worldwide Litigation

Aceris Law

New Guidelines On U.S. Foreign Corrupt Practices Act (FCPA) Enforcement: What Do They Mean For Swiss Companies?

Switzerland Commercial

BK

Bär & Karrer

Deal Ticker: Kellerhals Carrard Supports Galenica To Enter The Diagnostics Business By Acquiring Labor Team

Switzerland Commercial

KC

Kellerhals Carrard

Der L-QIF – eine Innovation für den Schweizer Fondsmarkt

Der Limited Qualified Investor Fund (L-QIF) wurde am 1. März 2024 mittels einer Revision des Gesetzes über die kollektiven Kapitalanlagen...

Switzerland Finance

SW

Schellenberg Wittmer Ltd

The L-QIF – New Opportunity

The Limited Qualified Investor Fund (L-QIF) has been introduced as part of the amendments to the Collective Investment Schemes Act (CISA) and its Implementing Ordinance (CISO).

Switzerland Finance

SW

Schellenberg Wittmer Ltd

The Role Of A Swiss Trustee: Exploring How And Why They Are Beneficial

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.

Worldwide Commercial

DG

Dixcart Group Limited

New Fund Category L-QIF - Entry Into Force On 1 March 2024

On 31 Jan 2024 the Swiss Federal Council adopted the amended Collective Investment Schemes Ordinance bringing the legal basis for the Limited Qualified Investor Fund into force as of 1 March 2024.

Switzerland Finance

KC

Kellerhals Carrard

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

L-QIF: New Innovative Swiss Fund Structure – Final Rules Published

Switzerland Finance

LS

Lenz & Staehelin

Newsletter 2/22 - Foundation Law – September 2022

Switzerland Wealth Mgt

WP

Wenger Plattner

الخدمات المصرفية في سويسرا: كيفية استفادة الشركات المحلية

Worldwide Finance

Ai

Andersen in Egypt

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

Swiss Sanctions Against Russia – Approaching Deadlines For Renewing Declarations Of Assets And Transactions Reporting

Switzerland International

LS

Lenz & Staehelin

Switzerland And The UK Sign Financial Services Agreement

Worldwide Finance

LL

Loyens & Loeff

Retrocessions And Execution-Only - Geneva Courts Deny Restitution

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Company Formation In Switzerland 2023 (Video)

This video shows how to register a company in Switzerland quick and without problems and how to save costs and time in administration with proper management, domicile, bank account and tax planning.

Switzerland Wealth Mgt

ZI

Zugimpex International GmbH

Swiss Sanctions Against Russia – Approaching Deadlines For Renewing Declarations Of Assets And Transactions Reporting

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

Switzerland International

LS

Lenz & Staehelin

Switzerland And The UK Sign Financial Services Agreement

Prior to Brexit, Swiss-UK relations in key areas, such as the movement of goods and people, were based on the bilateral agreements between Switzerland and the European Union.

Worldwide Finance

LL

Loyens & Loeff

Retrocessions And Execution-Only - Geneva Courts Deny Restitution

The leading decisions of the Swiss Federal Supreme Court on restitution of retrocessions are well known (cf. notably 137 III 393 and 4A_355/2019).

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

The Ultimate Guide To Relocating To Switzerland

Switzerland Immigration

DG

Dixcart Group Limited

Why Is Switzerland A Favoured Location For A Family Office?

Switzerland is a very attractive jurisdiction for the establishment and management of Family Offices, from virtually all continents and countries across the world.

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Sustainable Finance – AMAS Introduces New ESG Self-regulation

Against the background of international developments, especially in the European Union, the Swiss government's stated objective is to align with the highest international sustainability...

Switzerland Finance

LS

Lenz & Staehelin

Switzerland For Asset Protection In An Increasingly Challenging World

Швейцария – невероятно привлекательное государство для международных компаний и

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Profili Giuridici Del Wealth Management

L'offerta della piazza finanziaria elvetica è tradizionalmente bipartita tra una prospettiva statica, volta alla mera detenzione della ricchezza, ed una dinamica...

Switzerland Wealth Mgt

A

Altenburger

L-QIF: New Unregulated Fund Category In Switzerland

Switzerland Finance

LS

Lenz & Staehelin

Briefing For Switzerland

Switzerland Finance

DE

Dillon Eustace

Art. 271 StGB Weiterhin Ohne Klare Schranken

Switzerland Litigation

LS

Lenz & Staehelin

New Precedent Does Not Provide Clear Guidance On The Boundaries Of The Swiss Blocking Statute

Switzerland Litigation

LS

Lenz & Staehelin

Alternative Investment Funds 2021

Switzerland Finance

BK

Bär & Karrer

Asset Management Association Switzerland ("AMAS") Publishes Revised Self-Regulation

Switzerland Wealth Mgt

LS

Lenz & Staehelin

Publication Of Revised Guidelines By Asset Management Association Of Switzerland

Switzerland Finance

LL

Loyens & Loeff

Retrocessionfees Harder To Keep

Switzerland Wealth Mgt

BK

Bär & Karrer

At The Verge Of Regulation: Trading Signals And Copy Trading

Switzerland Finance

MM

MLL Meyerlustenberger Lachenal Froriep Ltd

From Licensed Asset Managers To Accredited Collective Asset Managers: What Changes Are In Store For Institutional Asset Managers Of Occupational Pension Plans?

Switzerland Employment

FA

FBT Avocats SA

Judgement Of The Swiss Federal Supreme Court 145 II 252

Switzerland Litigation

LS

Lenz & Staehelin

Financial Markets Regulation Changes – Implications For Irish UCITS And AIFs

Switzerland Finance

DE

Dillon Eustace

Relocation To Switzerland

Switzerland Immigration

BK

Bär & Karrer

FinSA, FinIA, FinSO, FinIO IAMs And Trustees Finally Authorized By FINMA

Switzerland Finance

A

Altenburger

LSFin, LEFin, OSFin, OEFin les GFE et les Trustees enfin autorisés FINMA

Switzerland Finance

A

Altenburger

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Latest Videos

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Company Formation In Switzerland 2023 (Video)

ZI

Zugimpex International GmbH

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