Annuity or Lump Sum: The retirement dilemma
When retirement approaches, one of the most important decisions for retirees in Switzerland is whether to receive their second pillar pension as a lump sum or as a lifelong annuity.
Market Update – May 2025
April 2025 was a dramatic month for global financial markets, with policy shocks and volatility echoing crisis times. President Trump’s new tariffs triggered a rapid and severe market sell-off, shaking the confidence and sending all major asset classes lower in a rare “triple sell-off” more commonly seen in emerging markets.
Small Fortunes and Big Banks: A Narrow Path Forward
As Swiss banking giants increasingly focus on ultra-wealthy clients, independent asset managers are emerging as a flexible and compelling alternative for those with more modest wealth.
Being a Woman and a Leader in Finance is a Strength
In a traditionally male-dominated industry, Petra Kordosova embodies a confident, committed, and resolutely modern form of female leadership. As CFO and Head of Compliance & Risk at Telomere Capital, she shares her vision of a financial world where performance, technology, and human values go hand in hand.
Update Market April 2025
Financial markets in March were marked by heightened volatility and significant macroeconomic developments, as we tried to assess the impact of new US trade policies and evolving global economic conditions.
