Wie würde sich Ihr Portfolio verhalten im Falle einer Finanzkrise wie im 2008?
Die Aktienkurse sind im Jahr 2019 auf neue Höchststände geklettert. Haben auch Sie profitiert? Kennen Sie das Risiko Ihrer Anlagen (Worst-Case-Szenario)?
Can a trustee charge whatever he wants?
The answer is clearly a No and you should not pay exorbitant trustees fees. Trustees are entitled to “reasonable” compensation and state-of-the-art trust document normally explicitly provides for such in a separate charging clause.
Thank You From The Founder!
IAP is very excited and proud to celebrate 20 years of providing families and entrepreneurs with expertise in asset management as well as with independent wealth services as trustee and company directors.
Key Considerations in Finding an Investment Manager
It is generally accepted that ‘performance’ is the overriding factor in selecting an investment manager. In my opinion, there are other factors of equal importance when choosing the right investment manager.
Which Bank to Choose in Switzerland?
As we explained in our blog on How to Open a Swiss Bank Account, it makes good sense for any individual to hold a significant portion of their assets in Switzerland.
But which bank should you choose?
Personal Experience: How to Avoid Digital Rip-Offs
In April of this year, Reuters reported that Visa Inc. topped Wall Street targets for quarterly profits and raised its full-year earnings forecast as more people use credit cards worldwide to buy everything from gas to online goods.