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.

Swiss Federal Supreme Court Ends The Retrocession Saga: No Restitution Duty In Execution-only Relationships

In a landmark decision (4A_149/2025, 12 January 2026), published on 13 February 2026, the Swiss Federal Supreme Court has now clarified a two-decade uncertainty and confirmed...

Switzerland Finance

BK

Bär & Karrer

No Duty To Return Retrocessions In Execution-Only Banking Relationships

Published today, the Swiss Federal Supreme Court's decision of 12 January 2026 provides for a much-awaited clarification on the treatment of retrocessions in execution-only banking relationships.

Switzerland Wealth Mgt

BB

Borel & Barbey

Immigration To Switzerland – Legal And Tax Considerations

Switzerland continues to attract internationally mobile professionals, entrepreneurs, and investors, drawn by its political stability, strong legal framework, and favourable tax environment.

Worldwide Commercial

DG

Dixcart Group Limited

Frequently Asked Questions: Swiss Corporations - Dixcart

This article considers several questions that we are frequently asked regarding Swiss companies.

Worldwide Commercial

DG

Dixcart Group Limited

The Relationship Between Depositary Bank And Wealth Manager: Selected Legal And Contractual Aspects (AML, FinSA)

Switzerland Finance

BK

Bär & Karrer

Targeting Swiss Pension Funds: How Sponsors Can Market To And Onboard Swiss Pension Funds - Volume 2

Switzerland Wealth Mgt

LL

Loyens & Loeff

Steps To Establishing And Operating A Company In Switzerland

Switzerland Commercial

DG

Dixcart Group Limited

Swiss Case Law On Trusts – A Decade Of Development

Worldwide Commercial

DG

Dixcart Group Limited

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

Switzerland Commercial

LL

LINDEMANNLAW

The Magic Five Tools In Wealth Management

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.

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Swiss Arbitration Centre erlässt neue 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

Swiss Alternative Investments Forum 2026 - "Resilience, Sovereignty And New Asset Classes In Dialogue"

Switzerland Finance

LL

LINDEMANNLAW

How The Race For AI And Energy Security Is Squeezing Global Metal Markets

Worldwide Energy

GGI Global Alliance

Neue Schweizer Regulierung für Stablecoins und KryptoDienstleister

Switzerland Technology

SW

Schellenberg Wittmer Ltd

Why Saving Small Businesses Matters: The Community Impact Of SME Acquisitions

Switzerland Commercial

GGI Global Alliance

2026 Swiss Safe Harbour Interest Rates For Intra-group Loans – EUR Rate Remains Unchanged, GBP And USD Rate Decreased

Switzerland Tax

LL

Loyens & Loeff

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

Investment holding companies, sometimes referred to as family investment companies are vehicles specifically structured to hold, manage, and grow family wealth.

Switzerland Tax

LL

LINDEMANNLAW

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

This article discusses the key legal, fiscal, and strategic implications of the Swiss federal popular initiative "For a Social and Fiscally Fair Climate Policy," which proposes...

Switzerland Tax

A

Altenburger

Actively Managed Certificates And Swiss Tax Pitfalls

Actively Managed Certificates (AMCs) are structured financial instruments that allow investors to access a professionally managed, dynamically adjusted portfolio through a single, tradable security.

Switzerland Tax

LL

LINDEMANNLAW

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

In our previous newsletter The 5 Strategic Pathways to a Swiss Residence Permit we analyzed the 5 magic paths to a Swiss residence permit. One of these paths is the residence permit for wealthy private investors over the...

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

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

Worldwide Commercial

DG

Dixcart Group Limited

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

Switzerland Commercial

DG

Dixcart Group Limited

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

Switzerland Litigation

KC

Kellerhals Carrard

FlowBank Liquidation: Quo Vadis FINMA?

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

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

In a new decision 4A 574/2023, 4A 576/2023, dated 24 May 2024 and published on 26 June 2024, the Swiss Federal Supreme Court confirms and specifies the validity of a waiver clause...

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

How To Become Swiss Resident By Working In Switzerland

Switzerland is a popular destination for non-Swiss nationals wishing to become Swiss resident.

Switzerland Tax

DG

Dixcart Group Limited

Le L-QIF – Nouvelle Opportunité

Switzerland Finance

SW

Schellenberg Wittmer Ltd

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 remains very popular worldwide as a location for foundations. The number of foundations and the volume of the assets of foundations are growing.

Switzerland Wealth Mgt

WP

Wenger Plattner

الخدمات المصرفية في سويسرا: كيفية استفادة الشركات المحلية

Worldwide Finance

Ai

Andersen in Egypt

Chapter 59 – Asset Transfer Agreements Under Swiss Law

Switzerland Wealth Mgt

WP

Wenger Plattner

Company Formation In Switzerland 2023 (Video)

Switzerland Wealth Mgt

ZI

Zugimpex International GmbH

Swiss Sanctions Against Russia – Approaching Deadlines For Renewing Declarations Of Assets And Transactions Reporting

Switzerland International

LS

Lenz & Staehelin

Switzerland And The UK Sign Financial Services Agreement

Worldwide Finance

LL

Loyens & Loeff

Retrocessions And Execution-Only - Geneva Courts Deny Restitution

Switzerland Wealth Mgt

SW

Schellenberg Wittmer Ltd

The Ultimate Guide To Relocating To Switzerland

Switzerland Immigration

DG

Dixcart Group Limited

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

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

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Latest Videos

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Company Formation In Switzerland 2023 (Video)

ZI

Zugimpex International GmbH

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