Buy the Dip or Sell the Rally?
This is an age old question and the answer you get depends on whom you speak to and when.
How to Open a Swiss Bank Account
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.
Important Rules for Investment
As equity markets have hit record highs in recent days, it is important to remember a few important investment rules.
How to Invest in Bitcoin
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.
Active Vs. Passive Management
Many scientific papers show that only very few fund managers actually achieve positive alpha (net of expenses) over a longer period of time.
Tips For Selecting a Suitable Portfolio Management Tool
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.