Editors’s Note: This blog was originally published in March 2022 and has been completely revamped and updated for accuracy and comprehensiveness. What is one of the first things that gets hit when an economy faces […]
In this article, we’d like to introduce you to a growing trend: Multi-Family Offices (MFOs) in Switzerland. As the MFO solution witnesses substantial global growth, Switzerland is fast becoming the go-to destination for affluent families […]
Swiss wealth management was considered a service only for the elite class, and the ultra-wealthy could afford it for more than one hundred years. The good news: times have changed! You may not know that […]
As we enter 2024 with a lot of uncertainty, in particular in the United States, more affluent investors with substantial investable assets are actively seeking strategies that will safeguard their assets and provide opportunities for […]
As a busy high-achieve who has accumulated substantial wealth, selecting the right financial advisor is a critical decision with significant repercussions if you make the wrong decision. Your challenge is to select a trustworthy team […]
Given the continued economic volatility in the U.S. caused by persistent inflation and high-interest rates, many investors are looking for ways to diversify their assets using a cross-border wealth management strategy. Switzerland is the global […]
With so much uncertainty in today’s global markets, developing a plan to protect your financial well-being has never been more important, in particular if you have accumulated a substantial amount of wealth. That’s why many […]
Uncertainty is in the air as we look toward 2024. Think about it: we’ll be in an election year, a possible recession is looming, and we may continue to see inflationary pressures causing increased market […]
As economic uncertainty and inflation continue challenging the U.S. market, prudent investors seek sophisticated, tax-efficient investing alternatives. High net-worth individuals with $500,000 or more of investable assets are particularly interested in safeguarding their fortunes and […]
Swiss wealth management firms have been experiencing a significant uptick in attention from US investors in recent years. This rising trend is driven by the Swiss financial sector’s unique advantages, credibility, and trusted reputation. The […]
Understanding the purchasing power of currencies is crucial in today’s interconnected global economy. This article compares the purchasing power of two major world currencies: the US Dollar and the Swiss Franc. We will break down […]
Swiss asset management firms have been renowned around the world for years by investors for their proven track record in global investment strategies. The majority of Swiss wealth advisors have proven time and time again […]
The past year saw record-high levels of inflation, as well as its fair share of global tension. As is the case in inflationary environments, investors naturally ran towards what they thought would be good hedges […]
Clever investors have been diversifying their portfolios by taking advantage of global investment options for generations. For wealthy U.S.-based investors, Swiss asset management has been a tried and true investment strategy they have utilized to […]
The Swiss franc (CHF) has a long history of being a safe investment in the financial world and has long been a staple of Swiss asset management. The 2008 financial crisis saw considerable investors, nervous […]
Your current portfolio may be domestic, international, or global. This geographical distinction may be based on where companies are headquartered or where companies derive most of their earnings. For example, a U.S.-based company may derive […]
Switzerland is not a member of the European Union so it has not converted its currency to Euros. It has chosen to continue using the Swiss franc (ISO code CHF) which is considered to be […]
As a registered U.S. citizen, every two years you have a moral responsibility to vote for politicians. We can’t predict the outcomes of election results, but we can provide some insight into how the securities […]
The number one reason why more investors are thinking global is diversification. They are looking for global investment opportunities that help them protect their principal and produce better returns for their assets. At the same […]
Are you feeling lost in the thick of inflation, not knowing where to turn for reliable insight? If you’re not sure how to determine whether your savings account is losing money, LFA has some tips […]