Geneva WM: why you should work with a risk budget
Alternative risk premia can help to weigh up the dangers and the rewards in today’s environment, says Nicolas Salloum.
On the trail: the view from Liechtenstein
Catam Asset Management offers insights into what makes the firm tick.
Stonehage Fleming’s Jacqui Cheshire: how we take care of the whole family
Earning a family’s trust takes time and a willingness to go the extra mile for your clients, says the head of Stonehage Fleming’s Switzerland family office division.
Zurich PM: how to pick the right ETF
With an ever-increasing number of ETFs on the market, selecting the right passive strategy isn’t easy. Here are six critical points to check before you make the decision.
Legal Brief: recovering foreign withholding tax is worth the effort
Envisage Wealth Management’s CEO and WTax’s regional director for Europe explain the process.
Legal brief: What you need to know about ICOs
Switzerland is emerging as a leading destination for blockchain development, and the country’s appetite for crypto assets is increasing. Here’s how to avoid losing out to crypto scams.
Prime Partners' perspective: What millennials want
Portfolio manager Julien Serbit analyses the attitudes of this new generation of investors.
Legal brief: Tax tunnel vision can hijack asset protection plans
Philip Marcovici, a former partner at Baker & McKenzie, tells us how efforts to minimise tax liabilities can blind advisers to the bigger picture.
Zurich WM: how we broke away from Julius Baer and thrived
Amaury Jordan, CIO of Avalor Investment, talks about the firm's growth and striking up alliances with other Swiss wealth managers.
Zurich adviser expands to Italy with ex-UBS private bankers
The asset manager secures new hires and sets up a new office in Milan.
2017 on film: the most-watched videos this year
We run down the 10 most popular videos of 2017.
VIDEO: Swiss asset allocators name their top convictions
CIOs and portfolio management heads reveal which asset classes worked best for them in 2017 and what they will be backing over the next two years.
VIDEO: EFG portfolio management head explains how fees affect fund selection
Zurich-based Thomas Zgraggen talks about regulations and how the sell- and buy-side relationship is changing.
VIDEO: Decalia Millennials fund manager reveals key trends to watch
Clément Maclou, portfolio manager at Decalia AM, discusses how he keeps up with the investment drivers powering the millennial generation.