UHNWI and SFO Our expertise at a glance
Direct real estate investments – the market is heading for a soft landing
Direct real estate investments have been in high demand in recent years. With the interest rate reversal in 2022, investment properties are no longer the obvious choice. That said, the positive performance on the consumer market and Switzerland's economic stability have prevented direct real estate investments from losing too much of their appeal.
Safeguarding family assets with strong family governance
Decisions around succession solutions can be very sensitive in family businesses. This makes it all the more important to approach the process in a structured manner and at an early stage. With family governance, entrepreneurial families create the basis for finding solutions that are supported by all parties involved.
Optimizing strategic asset allocation. What you need to know
The right asset allocation is fundamental for a successful investment portfolio. Rising interest rates and ongoing volatility create risks, but also new opportunities, such as higher bond yields and investing in alternative investments. Sectors and strategies toward which investors should ideally align their portfolio.
Market uncertainty and investment myths – an assessment
The current economic environment is characterized by uncertainty and fear. This scenario not only influences the investment behavior of market participants but also encourages half-truths about investing. Franco Dorizzi, who leads the wealthy families department in German-speaking Switzerland for Credit Suisse, gives us his take on some common investment myths.
Being prepared for the unexpected in corporate succession
Succession management is an important and highly personal undertaking, especially for family firms. At the same time, the decision can be influenced by many factors such as whether children are even interested in succeeding the previous generation in the first place. As such, corporate succession should be planned with a long-term perspective.
Inflation at its peak? Steering an optimum course through turbulent markets.
The high inflation rates are furrowing the brows of many investors. The good news is that inflation is likely to peak soon. But volatility in the markets remains. How investors can respond to this situation.
Maintaining liquidity in volatile markets with structured loans.
High net worth investors can tap into exciting investment opportunities in turbulent times with the help of loan financing. Philippe Leuenberger, Head of Strategic Advisory & Structured Financing Solutions at Credit Suisse, talks in this interview about the opportunities in the current market environment and attractive financing solutions.
Investments in private companies. Making the most of investment opportunities.
Those investing in private companies can find hidden gems with high returns. But these investments also present risks. What investors should bear in mind when investing in private companies.
Why investing in the Metaverse can pay off
The Metaverse, blockchain and NFTs (Non-Fungible Token) are no longer dreams of the future. What’s more these new technologies will shape the economy in the coming years. So, what developments can be expected and what do they mean for ultra-high net worth investors?
How single family offices can protect themselves against cyberattacks.
Secrecy surrounds single family offices, particularly concerning cyber-breaches. Cyber-expert Martin Clements talks to a representative of one such office about how security measures protect beneficiaries’ money and secrets from online criminals, and then offers advice on how to make that protection even better.