Expert View

The opinion of our experts, as featured in the media or published as white papers.

14.01.2020 | White papers

Brokerage vs Custody

Gain an improved understanding of how your investment account works.

A high net worth individual can be faced with something that the majority of the population never has to worry about when it comes to financial assets: too much choice. Everywhere you look there will be a different group of people ready and waiting to declare themselves the experts you’ve been...

Read more >

13.04.2016 | White papers

What You Need To Know About The Independent Asset Managers In Switzerland

IAMs offer clients a range of wealth management solutions and advice, with asset management at the core:

An insiders analysis of the IAM market of Switzerland.

Download

Read more >