Swiss foundations manage CHF 159.6 billion in assets, but investment decisions affect how much reaches charitable causes. We’ve also included a quick guide to charitable giving in Switzerland, covering tax benefits, investment choices and oversight.
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Germany’s inheritance-tax dispute could affect business succession and families with assets in both Germany and Switzerland.
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Tariffs can raise costs immediately, disrupt sales and affect profits months later, testing companies’ margins and cash flow.
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As long-term interest rates rise, the landscape of wealth management evolves. Understanding these changes is crucial for investors and policymakers alike.
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Substantial family wealth can still leave you short of cash when capital calls, loan maturities and tax payments coincide.
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The final quarter of 2026 will reveal whether rising borrowing costs, concentrated earnings growth and persistent inflation are putting greater pressure on investors’ cash flows and liquidity.
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The IMF warns that AI investment and rising debt could expose family portfolios to risks across shares, private credit and infrastructure.
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The latest Art Basel and UBS survey finds that collectors are buying more directly from artists, turning to AI for research and placing greater emphasis on privacy and rarity.
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Gen Z collectors are spending more on fine art than older generations, but high purchase prices do not guarantee lasting investment value.
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Switzerland’s proposed UBS capital rules could reshape shareholder returns and international growth, while prompting wealthy families to reassess their banking concentration and counterparty exposure.
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