Switzerland: Wealth & Asset Management

International families often hold assets through companies and investment structures spread across multiple jurisdictions. As tax authorities have sharpened their focus in recent years, one concept has become increasingly pivotal: where an entity is truly managed and controlled. In many cases, this now determines not only tax residence, but also treaty access and the robustness of a structure as a whole.

Behind every successful VC deal is more than just a good pitch - there's a network of sharp minds, strategic planning and a whole lot of trust.

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

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

In our previous newsletter, we outlined the five key pathways to obtaining a residence permit in Switzerland. The specific requirements for wealthy private investors...

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).

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.

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.