Expertise

Knowledge, studies and tools from our specialists.

Regulatory guide

The FINMA connection: what your Swiss financial advisor should disclose

A LEI is not a licence. Here is how to read FINMA authorisation, what deposit protection covers — and what it does not.

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Client education

Client educationThe truth about fee-only financial advisors: what clients should know

Fee-only is marketed as the cleaner model. It often is — but AUM fees, fund costs and currency spreads can still add up. Here is how to read a fee-only quote.

10 Sept 2026

Client educationWhy “we never hold your assets” might not mean what you think

Segregated custody is a real protection. It is not a substitute for knowing the bank, the mandate powers and who can move money.

8 Sept 2026

Fees and investments

Investment deep divesPrivate equity and hedge funds: high returns or high risk?

Alternatives are sold as sophisticated diversification. The J-curve, “2 and 20” and redemption gates are the parts to understand before you subscribe.

6 Sept 2026

Fee structuresThe performance fee trap: when “success” costs you more

“We only win when you win” sounds fair. Hurdles, catch-up and a second AUM line can still make success expensive.

18 Aug 2026

Regulation and custody

Regulatory complianceThe FINMA connection: what your Swiss financial advisor should disclose

A LEI is not a licence. Here is how to read FINMA authorisation, what deposit protection covers — and what it does not.

4 Sept 2026

Geographic positioningThe Swiss advantage: real vs perceived benefits

Swiss banking secrecy is largely gone. What remains is supervision, a currency and a habit of paperwork — if the firm is actually authorised.

6 Aug 2026

All insights

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