insights.

Serge Fehr has spent his entire career supporting private clients. We sat down with him in Geneva to learn more about his vision regarding the development of private banking and how to best serve the interests of our clients.

For business owners, financial planning is an essential tool for modelling and building a wealth strategy ready for retirement.

Most business owners underestimate the value of an aggressive pension strategy, either for themselves or for their business. We look at efficient ways for entrepreneurs to plan their pension strategies.

Protecting loved ones is non-negotiable for owners of family businesses. We explore the various options under Swiss law to ensure a harmonious and successful transition.

Find out why planning the transfer of a business is a crucial step. Discover our tips on transfer, structuring and family governance.

The UK plans to abolish its resident non-domiciled tax regime from 6 April 2025. What steps could non-doms be considering ahead of the rule changes?

To help you understand where inheritance tax will be payable on the death of a Swiss national residing outside Switzerland, our wealth planner experts explain the basic principles.

Looking to buy your dream home? Are you rethinking your mortgage financing? Discover our top five tips for planning your real estate project and integrating it into your wealth management.