UHNWI and SFO Our expertise at a glance
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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.
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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.
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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.
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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.
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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?
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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.
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Investing in China. Focus on sustainability and corporate governance.
China has caused a stir with its announced sustainability goals. Corporate governance and sustainable investments are to be promoted in the future. What impact will this policy shift have on the markets?
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Continuing pressure on returns from direct real estate investments
Direct Swiss real estate investments have once again proved to be crisis resistant. The ongoing economic recovery is further strengthening their earnings base. The latest increases in long-term interest rates are therefore unlikely to scare off real estate investors due to the lack of alternatives.
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Effective diversification. Alternative investments open up opportunities.
Are there any alternatives to equities for ultra-high net worth investors in the low interest rate environment? The answer is: yes – alternative investments. Yet many are still hesitant, since alternative forms of investment are fraught with numerous myths. Find out why high net worth investors can benefit from this asset class and optimize the diversification of their portfolio.
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Shaping the future of sustainable nutrition
The food industry is undergoing a transformation. This is due on one hand to the changing values of consumers, and on the other hand to the need for sustainable food due to climate change. However, the road to greener agriculture is long and we've only just begun. For investors, this shift offers new opportunities.