How Does a Weak U.S. Dollar Affect My Retirement Plan?
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 […]
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A Swiss Wealth Manager’s Guide to Investing in European Sustainable Dividend Stocks
Investing in sustainable dividend stocks has become an increasingly popular approach for savvy US-based individual and institutional investors. In Europe, an emphasis on Environmental, Social, and Governance (ESG) business factors is becoming popular with millions […]
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The Growing Popularity of Multi-Family Offices Based in Switzerland
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 […]
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The Rise of Swiss Wealth Management Among U.S.-Based Investors
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 […]
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The Swiss Money Management Approach to Global Wealth Diversification
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 […]
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Is Swiss Wealth Management Right For You?
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 […]
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Cross-Border Wealth Management and Impact Investing in Switzerland
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 […]
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The Swiss Wealth Management Approach For Surviving Volatile Markets
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 […]
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Why More US Investors Turn to Swiss Wealth Management Strategies
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 […]
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Understanding Global Impact Investing By US-Based Investors
In today’s global economy, the ripple effects of investment choices extend far beyond our national borders. Many US-based investors are uniquely positioned to make a global difference to align their financial goals with their values. […]
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Everything You Need to Know About European Dividend Aristocrats
In an era where global investing is becoming increasingly prominent, many investors are focusing on European Dividend Aristocrats (EDA). These European companies have demonstrated consistent dividend growth, making them a focal point for global impact […]
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Global Investing: Opportunity and Diversification
Increasing numbers of successful professionals, executives, business owners, and entrepreneurs who have accumulated substantial wealth are considering global investment strategies to manage their wealth. Their primary motives are threefold: Expanded investment opportunities, increased diversification to […]
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Your Guide to European and Swiss High-Dividend Paying Stocks
What makes European and Swiss high-dividend stocks so compelling? European and Swiss high-dividend stocks offer a unique opportunity for investors. They provide the potential for robust returns while serving as a steady income source through […]
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Building Wealth the Swiss Way: Your Guide to Swiss Wealth Management
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 […]
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The Unique Advantages of Swiss Wealth Management
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 […]
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Comparing USD & Swiss Franc Purchasing Power: An In-Depth Guide
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 […]
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Swiss Investment Managers: Risk Management in Volatile Markets
Rapid changes and unpredictability mark the global financial landscape, necessitating astute risk management practices for investment managers. Swiss investment managers, known for their prudence, precision, and long-term strategic planning, have developed sophisticated risk management methodologies […]
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Swiss Money Managers: Guide to Active Portfolio Management & Monitoring
In the ever-changing landscape of global finance, high-net-worth individuals understand that protecting and nurturing their wealth requires more than just smart investment choices. Monitoring and adjusting your portfolio while staying disciplined in rising and falling […]
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Unlocking the Power of Asset Diversification for Financial Success The Swiss Asset Management Way
In the ever-changing world of investment management, ensuring the longevity and growth of your wealth requires a robust and resilient approach. Asset diversification is a cornerstone of this strategy, and Swiss wealth management firms have […]
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Swiss Money Management: Understanding and Navigating Volatile Markets through Diversification
In an era of rapid economic changes and unpredictable market fluctuations, understanding volatile markets has become more crucial than ever for investors. One approach that has proven to be effective in mitigating the risks associated […]
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