Switzerland: Wealth & Asset Management

Advestra's legal team, including Dr. Roger Bischof, Prof. Dr. Rashid Bahar, Andreas Hinsen, and Dr. Thomas U. Reutter, provides insights into recent Swiss regulatory developments. The firm examines the Federal Council's consultation on the Investment Screening Ordinance and FINMA's newly published guidance addressing risks associated with product usage in discretionary portfolio management.

Advestra's legal team, including Dr. Roger Bischof, Prof. Dr. Rashid Bahar, Andreas Hinsen, and Dr. Thomas U. Reutter, provides insights on recent Swiss regulatory developments. The firm covers topics ranging from investment screening ordinances to FINMA guidance on discretionary asset management risks.

Switzerland remains one of the most attractive jurisdictions for internationally mobile individuals and families seeking political stability, personal security, a high quality of life and a reliable legal and tax environment.

Switzerland continues to attract internationally mobile professionals, entrepreneurs, and investors, drawn by its political stability, strong legal framework, and favourable tax environment.

This article considers several questions that we are frequently asked regarding Swiss companies.

Andrea Ziswiler presented at the annual continuing education certain aspects, both from a legal and contractual perspective...

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?

The Delacroix family, a European high-net-worth family, had spent generations building wealth across various industries, including real estate, private equity, and financial markets.

For high-net-worth individuals and families, managing wealth across generations requires careful planning and a balance between control, flexibility, and asset protection. While traditional Trust structures are very effective, many families wish to retain control over decision-making.