We feel it makes good sense for any individual to hold a significant portion of their assets in Switzerland. This is also a good idea even if it is only for diversification purposes and the main bank relationship or wealth is still held elsewhere.
As equity markets have hit record highs in recent days, it is important to remember a few important investment rules.
I believe that eventually, digital currencies will become reserve currencies and all governments, institutions, and major asset managers, including pension funds, will allocate funds into cryptocurrencies.
Many scientific papers show that only very few fund managers actually achieve positive alpha (net of expenses) over a longer period of time.
The majority of the 2500 financial intermediaries in Switzerland do not yet use any tools that perform functions such as CRM, compliance, or portfolio management.
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