Coming off the heels of one of the worst performing quarters in recent memory, global financial markets let out a collective sigh of relief after the Fed engineered the Bear Stearns bailout. Stockmarkets worldwide rebounded sharply off their lows, and short term bottoms have been secured for now. Even though world economic performance has diverged … Read more
Family Office You would like to keep your assets and transfer them to your children without losing any substance due to inheritance tax? There are various options available under Swiss laws governing foundations, which allow you to transfer your assets into a charitable foundation and at the same time allow a third party to benefit … Read more
Marcuard Family Office is one of the leading independent Multi-Client Family Offices in Europe. Established in 1998, it is specially designed in order to provide families that have complex ownership and asset structures with comprehensive advice which goes far beyond traditional asset management. We greatly value the trust of selected family relationships with roots in … Read more
ECONOMIC TREND / INFLATION The global economic chill persisted throughout the third quarter. The leading indicators suggest that the economic trend will remain sluggish until well in the coming year. Conversely, inflation pressure is likely to ease, and no further interest-rate hikes are in sight in Europe. The American economic engine is still stalling. As … Read more
TREUCO – with domicile in the major financial and business city Zurich – offers a comprehensive range of trust company services in the fields of legal and tax advice, management and fiduciary services and portfolio management. Investment Consultancy and Asset Management Treuco assists you with tailor-made financial services, customised on your individual investment needs. We … Read more
The main activity of AGEFOR is the management of assets for a range of clients including private individuals, Trusts, Funds, Foundations, and other Institutions. We endeavour to meet our clients’ special requirements. Whether this involves a maximum return on capital or capital appreciation, the requirements differ in each particular case. Investment Policy The investment policy … Read more
Banca del Sempione wants to be the ideal partner for its private and institutional clients as they enter into the world of private banking. While constantly pursuing innovation, Banca del Sempione is also careful to maintain and sustain useful traditions. It constantly monitors products that the market offers, ready to select and advise the best … Read more
REYL Private Office, headed by Pierre Condamin-Gerbier, acts as a wealth coordinator, private secretary and fiduciary administrator, placing all its resources at the service of its clients’ personal and professional success. It offers private fortunes with demanding and complex personal and professional lifestyles a dedicated, independent and comprehensive resource acting as catalyst of best practice … Read more
The Safra family has been a notable and respected force in the Swizerland banking community since the 1950’s. In 1956, Jacob Safra, together with his son Edmond, chose Geneva to be the headquarters of a very successful family enterprise. Now, Jacob Safra Bank enters the new millenium reinforcing its traditionally solid presence in Switzerland, inaugurating … Read more
Banque Franck, Galland & Cie S.A. exemplifies the Swiss Private Banking tradition of trust, discretion and bespoke service. Our business is asset management but our intention is to cultivate enduring and stable relationships. Franck, Galland On November 1st, 2003, Banque Franck S.A. took over the private banking activities of Banque Galland & Cie S.A., thereby … Read more