Guide
Knowledge & Guides
In-depth knowledge on pension provision, investing and wealth succession, organised by topic. Our guides bring together fundamentals, facts and frequently asked questions.
For private clients
Pillar 3a
Tied private pension provision within the Swiss three-pillar system.
Pension & Retirement
How state, occupational and private pension provision work together.
Vested Benefits
What happens to your retirement capital when you leave your pension fund.
Personal Taxes
What to expect for tax when you draw your pension capital.
Life Events & Finances
How marriage, divorce, inheritance and moving abroad shape your finances and pension provision.
Saving & Investing
How investment strategy, diversification, and asset classes work together.
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.
Investment solutions
For partners & institutions
Becoming an Independent Wealth Manager
The path to your own FINMA authorisation as a wealth manager.
FinIA / FinSA & Compliance
The duties that FinIA and FinSA place on independent wealth managers.
Pension Fund Services & Institutional
Institutional asset management for pension funds and foundations, within the rules of occupational pension provision.
Growing Your Practice
How independent wealth managers win clients, retain them, and build out their practice.
Partnership & Infrastructure
How a partnership carries custodian connectivity, custody, reporting, and technology as the operational base.
Institutional Structuring
Investment foundations, foundations, and tax-exempt vehicles for institutional assets, framed.
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30 minutes, informal, no commitment. Happy to answer questions not listed here.