Market Update – June 2025
May was defined by a pivotal de-escalation in trade tensions, most notably the 90-day tariff pause agreed between the US and China, and the landmark UK-US trade deal.
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.
