Publications

CIO Outlook H1 2024

Read our latest Asset Management Research publication with an outlook for the first half of 2024 here:

January 10, 2024

Publications

2024 LPP Reform Rejected, Now What?

On 22 September, Swiss voters rejected a proposed reform to the Law on Occupational Pensions (LPP), dealing a significant blow to efforts aimed at stabilizing Switzerland’s pension system.

November 07, 2024

Publications

What is a Representative of Foreign funds in Switzerland?

According to the Swiss Collective Investment Scheme Act (CISA) : “The Fund Representative represents the foreign collective investment scheme with regard to investors and FINMA.” (art. 124 CISA).

October 23, 2024

Publications

Investing: Onur von Burg discusses the ETF revolution

Onur von Burg, Head of Discretionary Management at Banque Heritage, explores the changing dynamics of passive investments and the rise of Exchange Traded Funds (ETFs).

October 22, 2024

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