China Without Owning China
Even without Chinese shares, global portfolios can depend heavily on China’s consumers, manufacturers and supply chains. We explain where the risks lie and what you should ask your advisor before 2027.
Read MoreEven without Chinese shares, global portfolios can depend heavily on China’s consumers, manufacturers and supply chains. We explain where the risks lie and what you should ask your advisor before 2027.
Read MoreThe dollar’s unpredictable behaviour has complicated returns for Swiss investors, raising questions about how much currency exposure to retain and whether hedging will pay off in 2027.
Read MoreSwiss 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.
Read MoreGermany’s inheritance-tax dispute could affect business succession and families with assets in both Germany and Switzerland.
Read MoreTariffs can raise costs immediately, disrupt sales and affect profits months later, testing companies’ margins and cash flow.
Read MoreAs long-term interest rates rise, the landscape of wealth management evolves. Understanding these changes is crucial for investors and policymakers alike.
Read MoreSubstantial family wealth can still leave you short of cash when capital calls, loan maturities and tax payments coincide.
Read MoreThe 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.
Read MoreThe IMF warns that AI investment and rising debt could expose family portfolios to risks across shares, private credit and infrastructure.
Read MoreThe 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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