Sustainable and socially responsible investing: the new normal

March 21, 2022 by Adrian

According to the latest People & Money report commissioned by BlackRock, the Swiss are among the strongest believers in social responsibility on a day-to-day basis, for instance when they shop ... Read more

The myth about the 1% fee

March 15, 2022 by Stephen

“You should never pay more than 1% a year for your investments” I’m sure some of you have been to a seminar at work or listened to some YouTube finance ... Read more

Risk Tolerance Stability During Uncertain Times

March 9, 2022August 11, 2021 by Adrian

The Covid-19 pandemic has delivered unusual stock market volatility. Recent headlines like “Risk tolerance drops as investors sell down” or “Has the coronavirus revealed a client’s real risk tolerance?” may ... Read more

I love my child “at least” this much!

March 9, 2022August 10, 2021 by Jonathan

We will all ALWAYS do everything in our power for our children. Now, that being said – this is a blogpost from the perspective of a Financial Consultant, so let’s ... Read more

The Impacts of the Present Bias

March 9, 2022June 24, 2021 by Jeremy

The first step of getting over a problem is to acknowledge it. When looking at any goal or achievement typically the mentality is – how can I get this with ... Read more

Are your savings growing in line with your grey hair ?

May 7, 2021May 6, 2021 by James

Do you ever look in the mirror and think, where did all this grey hair come from? Or better yet, where did all my hair go? Whether you are willing ... Read more

A UK EXPAT LIFECYCLE, MOVING TO SWITZERLAND

March 14, 2023April 26, 2019 by Jonathan

1. Before you arrive The dream is becoming a reality. But taking the time to plan is important. There are additional costs to consider. Moving expenses, time off to prepare, ... Read more