Switzerland: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Auctions In M&A For Banks And Asset Managers – Key Questions Answered

Mergers and acquisitions (M&A) in the financial sector often use auction processes to sell banks, wealth managers, or asset management businesses.

Switzerland Commercial

LL

LINDEMANNLAW

The Magic Five Tools In Wealth Management

For high-net-worth individuals (HNIs) and entrepreneurial families, wealth structures must do more than simply hold assets: they must safeguard value across borders, optimize taxation, protect privacy...

European Union Wealth Mgt

LL

LINDEMANNLAW

Le Swiss Arbitration Centre publie des nouvelles règles complémentaires pour les litiges en matière de trusts, successions et fondations.

Le 1er juillet 2025, les nouvelles règles complémentaires pour les litiges en matière de trusts, successions et fondations (Règles TEF) du Swiss Arbitration Centre sont entrées en vigueur...

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Swiss Arbitration Centre erlässt neue Schiedsordnung für Trust-, Nachlass- und Stiftungsstreitigkeiten

Wie in unserem Newsflash vom 27. Mai 2025 berichtet, hat das Swiss Arbitration Centre kürzlich eine neue ergänzende Schiedsordnung für Trust-, Nachlass- und Stiftungsstreitigkeiten...

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Setting Up A Business In Switzerland

Worldwide Commercial

DG

Dixcart Group Limited

Residence Permit For Investors And Entrepreneurs In Switzerland: How Economic Engagement Becomes The Key

Switzerland Strategy

LL

LINDEMANNLAW

Investment Holding Company In Wealth Management – Tax Optimization Or Tax Trap?

Switzerland Tax

LL

LINDEMANNLAW

The Swiss Federal Inheritance Tax Initiative: Key Considerations Ahead Of The Referendum On 30 November 2025

Switzerland Tax

A

Altenburger

Actively Managed Certificates And Swiss Tax Pitfalls

Switzerland Tax

LL

LINDEMANNLAW

A New Chapter Of Your Life In Switzerland? What Non-EU/EFTA Citizens Need To Know

Switzerland Immigration

LL

LINDEMANNLAW

The 5 Strategic Pathways To A Swiss Residence Permit

Switzerland Immigration

LL

LINDEMANNLAW

Hiring In Switzerland: Social Security, Payroll And Related Employer Obligations

Worldwide Commercial

DG

Dixcart Group Limited

Swiss Asset Managers Can Apply As Registered Investment Advisers (RIAs) With The SEC Again

Switzerland Commercial

SW

Schellenberg Wittmer Ltd

Why Use A Swiss Trustee?

Switzerland Commercial

DG

Dixcart Group Limited

IPO Comparative Guide

Switzerland Commercial

KC

Kellerhals Carrard

NEWSLETTER Du 23 Juin Au 11 Juillet 2025 | N° 108

Switzerland Criminal

MB

Monfrini Bitton Klein

NEWSLETTER Du 28 Juillet Au 8 Août 2025 | N° 110

Switzerland Criminal

MB

Monfrini Bitton Klein

Swiss Council Backs Stronger IP Protection Against "AI Misuse"

SW

Schellenberg Wittmer Ltd

Revision Des Heilmittelgesetzes (HMG): Erhöhte Medikationssicherheit Und Arzneimittel Für Neuartige Therapien

Switzerland Healthcare

BK

Bär & Karrer

Case Study: Structuring A Swiss Family Office Through A Swiss Private Trust

The Delacroix family, a European high-net-worth family, had spent generations building wealth across various industries, including real estate, private equity, and financial markets.

Worldwide Commercial

DG

Dixcart Group Limited

Want To Manage Your Private Wealth But Retain Control? Choose A Swiss Private Trust Company

For high-net-worth individuals and families, managing wealth across generations requires careful planning and a balance between control, flexibility, and asset protection. While traditional Trust structures are very effective, many families wish to retain control over decision-making.

Switzerland Commercial

DG

Dixcart Group Limited

Navigieren Sie Sicher Durch Die Regulatorischen Anforderungen Für Family Offices In Der Schweiz

Die komplexe Schweizer Finanzmarktregulierung, einschliesslich der Gesetze FINIG, FIDLEG, BankG, KAG und GwG, verlangt eine sorgfältige Analyse, um die spezifischen Anforderungen und allfälligen Bewilligungspflichten

Switzerland Litigation

KC

Kellerhals Carrard

FlowBank Liquidation: Quo Vadis FINMA?

On June 13, 2024, the Swiss Financial Market Supervisory Authority (FINMA) initiated bankruptcy proceedings against FlowBank SA, a Geneva-based neobank.

Switzerland Insolvency

LL

LINDEMANNLAW

Retrocessions And Execution-Only – Validity Of A Waiver

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

How To Become Swiss Resident By Working In Switzerland

Switzerland Tax

DG

Dixcart Group Limited

Le L-QIF – Nouvelle Opportunité

Switzerland Finance

SW

Schellenberg Wittmer Ltd

Der L-QIF – eine Innovation für den Schweizer Fondsmarkt

Switzerland Finance

SW

Schellenberg Wittmer Ltd

The L-QIF – New Opportunity

Switzerland Finance

SW

Schellenberg Wittmer Ltd

The Role Of A Swiss Trustee: Exploring How And Why They Are Beneficial

Worldwide Commercial

DG

Dixcart Group Limited

New Fund Category L-QIF - Entry Into Force On 1 March 2024

Switzerland Finance

KC

Kellerhals Carrard

Dixcart Gains Regulated Trustee Status In Switzerland – Understanding The Significance

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Welcoming The L-QIF In Switzerland As Of 1 March 2024

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

L-QIF: New Innovative Swiss Fund Structure – Final Rules Published

Switzerland Finance

LS

Lenz & Staehelin

New Fund Category L-QIF - Entry Into Force On 1 March 2024

On 31 Jan 2024 the Swiss Federal Council adopted the amended Collective Investment Schemes Ordinance bringing the legal basis for the Limited Qualified Investor Fund into force as of 1 March 2024.

Switzerland Finance

KC

Kellerhals Carrard

Dixcart Gains Regulated Trustee Status In Switzerland – Understanding The Significance

On 26 February 2024, Dixcart Trustee Switzerland (SA), became a regulated Swiss Trustee, as authorised by FINMA.

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Welcoming The L-QIF In Switzerland As Of 1 March 2024

During its meeting on 31 January 2024, the Federal Council resolved to put the revised Collective Schemes Act (CISA) and the amended Collective...

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

L-QIF: New Innovative Swiss Fund Structure – Final Rules Published

On January 31, 2024, the Federal Council has published the final implementing provisions to the Collective Investment Schemes Act ("CISA").

Switzerland Finance

LS

Lenz & Staehelin

Newsletter 2/22 - Foundation Law – September 2022

Switzerland Wealth Mgt

WP

Wenger Plattner

Switzerland And The UK Sign Financial Services Agreement

Prior to Brexit, Swiss-UK relations in key areas, such as the movement of goods and people, were based on the bilateral agreements between Switzerland and the European Union.

Worldwide Finance

LL

Loyens & Loeff

Retrocessions And Execution-Only - Geneva Courts Deny Restitution

The leading decisions of the Swiss Federal Supreme Court on restitution of retrocessions are well known (cf. notably 137 III 393 and 4A_355/2019).

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

The Ultimate Guide To Relocating To Switzerland

Before planning your move, it is essential to understand Switzerland's visa and residency requirements.

Switzerland Immigration

DG

Dixcart Group Limited

Investoren: Sind Sie Bereit Für Den Neuen Swiss Stewardship Code?

Investoren: Swiss Stewardship Code bietet Leitfaden für nachhaltiges Investment und Zusammenarbeit mit Unternehmen. Keine Verpflichtung, aber wertvoll.

Switzerland Wealth Mgt

M

MME

Switzerland A Premier Jurisdiction: Asset Protection, Corporate, And Residence

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Trusts In Switzerland: What's New And What You Should Be Aware Of

Switzerland Wealth Mgt

DG

Dixcart Group Limited

M&A Activity In The Swiss Wealth Management Industry – Does FinIA Herald A New Era?

Switzerland Wealth Mgt

AA

Advestra AG

Why Is Switzerland A Favoured Location For A Family Office?

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Sustainable Finance – AMAS Introduces New ESG Self-regulation

Switzerland Finance

LS

Lenz & Staehelin

Switzerland For Asset Protection In An Increasingly Challenging World

Switzerland Wealth Mgt

DG

Dixcart Group Limited

Profili Giuridici Del Wealth Management

Switzerland Wealth Mgt

A

Altenburger

L-QIF: New Unregulated Fund Category In Switzerland

Switzerland Finance

LS

Lenz & Staehelin

Briefing For Switzerland

Switzerland Finance

DE

Dillon Eustace

Art. 271 StGB Weiterhin Ohne Klare Schranken

Switzerland Litigation

LS

Lenz & Staehelin

New Precedent Does Not Provide Clear Guidance On The Boundaries Of The Swiss Blocking Statute

Switzerland Litigation

LS

Lenz & Staehelin

Alternative Investment Funds 2021

Switzerland Finance

BK

Bär & Karrer

Asset Management Association Switzerland ("AMAS") Publishes Revised Self-Regulation

Switzerland Wealth Mgt

LS

Lenz & Staehelin

Publication Of Revised Guidelines By Asset Management Association Of Switzerland

Switzerland Finance

LL

Loyens & Loeff

Retrocessionfees Harder To Keep

Switzerland Wealth Mgt

BK

Bär & Karrer

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Latest Videos

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Company Formation In Switzerland 2023 (Video)

ZI

Zugimpex International GmbH

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