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.

Retrocessions And Execution-Only – Validity Of A Waiver

In a new decision 4A 574/2023, 4A 576/2023, dated 24 May 2024 and published on 26 June 2024, the Swiss Federal Supreme Court confirms and specifies the validity of a waiver clause...

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Dixcart Gains Regulated Trustee Status In Switzerland – Understanding The Significance

On 26 February 2024, Dixcart Trustee Switzerland (SA), became a regulated Swiss Trustee, as authorised by FINMA.

Switzerland Wealth Mgt

DG

Dixcart Group Limited

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

During its meeting on 31 January 2024, the Federal Council resolved to put the revised Collective Schemes Act (CISA) and the amended Collective...

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

Newsletter 2/22 - Foundation Law – September 2022

Switzerland remains very popular worldwide as a location for foundations. The number of foundations and the volume of the assets of foundations are growing.

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

M&A Activity In The Swiss Wealth Management Industry – Does FinIA Herald A New Era?

Switzerland Wealth Mgt

AA

Advestra AG

Why Is Switzerland A Favoured Location For A Family Office?

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Webinar: Asset Recovery In Switzerland

Switzerland Wealth Mgt

MB

Monfrini Bitton Klein

Switzerland For Asset Protection In An Increasingly Challenging World

Switzerland Wealth Mgt

DG

Dixcart Group Limited

NEWSLETTER Du 17 Au 28 Mars 2025 | N° 102

Switzerland Criminal

MB

Monfrini Bitton Klein

CONVINUS Global Mobility Alert - Week 22.2025

Switzerland Immigration

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CONVINUS

Besteuerung von Unternehmen in der Schweiz mit Schwerpunkt Umstrukturierungen

Switzerland Tax

BK

Bär & Karrer

Relocating From The UK, The USA Or Other Third Countries: Switzerland Vs. Italy. A Comparative Guide To Lump-Sum Tax Regimes

European Union Tax

A

Altenburger

Global Supply Chains, Tariffs And The Role Of International Arbitration

Switzerland International

Aceris Law

Insurance

Marriage, Divorce And Wealth Planning – Solutions Provided By Swiss Law

According to a number of articles published in the Financial Times, the uncertain outcome due to divorce laws in the United Kingdom and laws favourable to the partner of a couple less wealthy than the other have pushed many couples and armies of lawyers drafting prenuptial and postnuptial agreements to try to resolve matters in case of a messy divorce.

Switzerland Family

Iv

Isabel von Fliedner, Avocate

Recent Swiss Supreme Court Cases

Switzerland Litigation

TT

Tavernier Tschanz

Setting up a Swiss subsidiary of a joint-stock company with head office abroad -- General Information - Documents required by the office of the Register of Commerce

Switzerland Employment

NK

Niederer Kraft Frey AG

Setting up of a Swiss subsidiary of a joint-stock company with head office abroad - General Information

Switzerland Employment

NK

Niederer Kraft Frey AG

The buyback of own shares under the provisions of the Swiss Federal Act on Stock Exchanges and Securities Trading

Switzerland Finance

NK

Niederer Kraft Frey AG

Joint Ventures in Switzerland (I)- Possible Structures

Switzerland Employment

NK

Niederer Kraft Frey AG

Joint Ventures in Switzerland (II)- Control

Switzerland Employment

NK

Niederer Kraft Frey AG

The establishment of a Swiss bank in Switzerland, Various Aspects

Switzerland Commercial

NK

Niederer Kraft Frey AG

The Euro and the Swiss legal framework: Principle of the continuity of contracts

Switzerland Employment

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Niederer Kraft Frey AG

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Wealth & Asset Management

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

Swiss Social security is financed through contributions based on an employee's gross salary, shared equally between employer and employee...

Worldwide Commercial

DG

Dixcart Group Limited

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

On June 10, 2025, FINMA announced that an agreement had been reached with the US Securities and Exchange Commission (SEC): With immediate effect, the SEC will resume processing new and pending...

Switzerland Commercial

SW

Schellenberg Wittmer Ltd

Why Use A Swiss Trustee?

The use of trusts for wealth management and asset protection has evolved well beyond their English Common Law origins. Today, Switzerland stands out as a preferred jurisdiction for the administration of trusts, offering a unique combination of legal recognition, flexibility and professionalism. So, what makes Swiss Trustees particularly valuable?

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

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Latest Videos

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Company Formation In Switzerland 2023 (Video)

ZI

Zugimpex International GmbH

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