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Blog • 08.10.2026

Actively managed certificates (AMCs): Types and delimitation

Actively managed certificates come in several structures. The comparison shows how AMC types differ in liquidity, risk, transparency and diversification.

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Pillar 3a Tied private pension provision within the Swiss three-pillar system. Vested Benefits What happens to your retirement capital when you leave your pension fund. Financial Advice What financial advice covers and how it is regulated. Multi-Family Office & Succession How a Multi-Family Office guides families and arranges wealth succession across generations.
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Guides

Two pages each on a question that comes up for investors in Switzerland with assets of half a million francs or more. Sent as a PDF.

When Markets Fall: What Your Reaction Costs Prices are falling, and you feel the urge to act. Lump Sum or Pension: The Numbers Behind the Decision Retirement brings a decision that is hard to undo afterwards: a pension or a lump sum from your pension fund. Inheritance: What to Sort Out Now You inherit a portfolio worth two million francs and a flat.
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