Wealth

Swiss Family Office Guide: Setup and Regulation

Why Switzerland for Family Offices

Switzerland has emerged as one of the world’s premier jurisdictions for family office establishment. The combination of …

Swiss Succession Planning: Inheritance and Estate

The Importance of Swiss Succession Planning

Succession planning in Switzerland involves navigating a complex intersection of federal civil law, cantonal tax …

Swiss Trust Guide: Structure and Tax Treatment

Trusts in the Swiss Context

Switzerland does not have domestic trust legislation. Swiss civil law does not recognise the trust as an indigenous legal concept — …

Swiss Wealth Management Fees: What Private Banks Actually Charge in 2026

Swiss private banking fees are rarely advertised on websites and seldom discussed transparently in sales conversations. The Financial Services Act now mandates comprehensive cost disclosure, but understanding what you will actually pay — across all fee categories and at different portfolio sizes — requires knowing what to ask for and how to interpret the numbers.

UBS Global Wealth Management: Inside the World's Largest Private Bank Post-Credit Suisse

UBS Global Wealth Management is the world's largest private bank by invested assets, managing over $3.5 trillion following its forced absorption of Credit Suisse in 2023. The division's scale, service architecture, and fee structures define the benchmark against which all Swiss private banking is measured.

Julius Baer: Switzerland's Pure-Play Private Bank and the Signa Crisis

Julius Baer Group is Switzerland’s pre-eminent independent private bank — an institution whose entire business model, every dollar of capital deployed and …