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Your wealth planning - order now free of charge
Wealth planning is a process that is often underestimated. However, especially in times of economic uncertainty and fluctuating markets, careful planning of your own assets is of crucial importance. Those who take an early look at their financial situation will benefit from numerous advantages in the long term.
250 million more for Wealth Office clients
Get an insight into professional wealth management with a Wealth Office and discover how clients have gained financial freedom with CHF 250 million.
Clients are seeking portfolios with high equity
Customers are increasingly looking for portfolios with a high equity component. Find out how inquiries increased in the first half of 2024 and which themes are particularly on trend.