Latest Articles

Wealth management strategy meeting
Wealth Management

Effective Wealth Preservation Strategies for Swiss Residents

Discover how Swiss banking secrecy laws and investment vehicles can help protect your assets while maintaining growth potential. We analyze the latest tools available to high-net-worth individuals.

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Investment portfolio analysis
Investments

The Swiss Investor's Guide to Sustainable ETFs

Explore how Swiss investors can build environmentally conscious portfolios without sacrificing returns. We compare the top ESG-compliant ETFs available through Swiss brokers and banks.

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Tax documents and calculator
Tax Planning

Canton Tax Comparison: Where to Live for Optimal Tax Benefits

Our comprehensive analysis of Swiss cantonal tax rates reveals surprising opportunities for residents and expats. Learn which cantons offer the most favorable conditions for your financial situation.

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Family financial planning
Wealth Management

Multi-Generational Wealth Transfer in Switzerland

Swiss inheritance laws present unique opportunities and challenges. Our guide helps families navigate succession planning while minimizing tax burdens and family conflicts.

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Cryptocurrency and blockchain
Investments

Swiss Crypto Valley: Opportunities Beyond Bitcoin

Zug's Crypto Valley continues to lead blockchain innovation. We examine the most promising Swiss-based crypto projects and how to invest responsibly in this volatile asset class.

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Cross-border taxation concept
Tax Planning

Navigating EU-Swiss Cross-Border Taxation for Expats

For professionals working across Swiss borders, tax obligations can be complex. Our breakdown of bilateral agreements helps you avoid double taxation and maximize take-home pay.

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Did You Know?

Switzerland has more than 240 banks, but just two (UBS and Credit Suisse) hold more than 50% of all Swiss banking assets. This concentration creates both opportunities and risks for investors.

• The Swiss franc has been considered a safe-haven currency for over a century

• Geneva has the highest density of millionaires per capita in Europe

• Swiss pension funds manage assets worth over CHF 1 trillion

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"The Swiss financial system's stability isn't accidental—it's the result of centuries of prudent policy and innovation. What many investors miss is how this system can work for them personally, beyond just safe deposits."

— Dr. Michael Bauer, Swiss Finance Institute