In wealth management, we usually talk about investments, real estate, or inheritance. Yet an equally important aspect of your finances takes place in everyday situations, whether in a store or during an online purchase. Debit or credit, which card should you use? Making the right choice can save you much more money than you might think.
We were pleased to join leading voices from the wealth management and family office community in Geneva.
When choosing a wealth manager, should performance be the only criterion? The question is a legitimate one. But it remains incomplete. While performance is easy to measure, it does not, on its own, tell us where value is truly created.
In Switzerland, inheritance taxation falls within the competence of the cantons, resulting in a wide diversity of tax regimes. In this context, Geneva stands out with a system that is both protective of families and, in certain cases, particularly advantageous by international standards.
Telomere Capital is proud to be recognized among the Citywire Switzerland TOP50 Elite Companies 2026, a distinction that reflects our commitment to independent, responsible, and long-term oriented wealth management.
Have you ever thought about how you would like to pass on your estate? If you haven’t yet, this article is for you. Estate planning is not only for the very wealthy.
