ASSET MANAGEMENT

ASSET MANAGEMENT

Comment on the Federal Administrative Court ruling on the furnishing of bank client data to the USA

On 5 January 2010 the Federal Administrative Court ruled that the order issued by FINMA on 18 February 2009 to surrender client data to the US authorities was unlawful. At the same time the court expressly acknowledged the difficult situation which FINMA had been called on to resolve. Nevertheless, it maintained that FINMA should not have issued this order under its own authority. Instead, it should have referred the matter to the Federal Council for approval.

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Global Wealth Management

Global Wealth Management and Private Asset Management in

Switzerland.

Our clients' needs and wishes vary according to their age and their national, cultural and professional background. Listening and assessing their needs ensures a clear definition of goals for their wealth; after all, every fortune tells a story which is why we make personal contacts a key part of our philosophy. By establishing close relationships with our clients, we are able to identify their specific needs and to find the right solutions for them backed, naturally, by the capacity to act when it comes to investing, financing, structuring or other services that our clients may need.>

 

BCG Publications about Global Wealth

Wealth Management

Very interesting publications about Global Wealth can be found at Boston Consulting Group.

Topics covered: Global wealth,  Wealth Management

 

Private banking in Switzerland

швейцарское управление богатства
частное дело в Швейцарии
 

Investment strategy for the long term

The investment strategy for the long term is explained here by Nobel Prize Winner William F Sharpe .  Adopt Swiss wealth management to achieve your goals.

 

 

Benchmarks

  • Index for the Swiss Private banking industry
  • New assets to be introduced to private client index
  • CME housing futures (shorting the housing market)
  • Assets Under Management in Switzerland

FTSE Group have partnered with Private Banking Index Ltd. to develop a unique set of indices for the private banking industry [...

]Swiss Wealth Management

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Association of Private Client Investment Managers and Stockbrokers plans to introduce hedge funds and commercial property into their three major private investor indices. (Source: Weath-Bulletin)

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While other industries, such as agriculture and the financial markets, have access to a wide range of financial risk management tools, such tools have not been available to the housing industry - until mid-2006.

Chicaco Mercantile Exchange Housing Futures

 

Have a look at the following articles :

New way to bet on real estate [CNN]

CME Housing Futures and Home Price Forecasts [247wallst.com]

 

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TCP Survey of Swiss Banks 2013: ranked by Assets under Management

 

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