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Are you planning renovation work in the garden of the home you own? Would you like to withdraw money from your retirement savings to do so? This article explains how you can use your pillar 3a savings to renovate residential property.

Equity strategy: Anyone willing to take their Swiss equity investments into their own hands can beat the market over the long term with a relatively simple strategy of switching from one ETF to another. And they can do so without becoming hyperactive.

The situation surrounding banks has eased a little in the last few days, but the crisis is not over yet.

Many parents, grandparents and godparents like to set money aside for their children. But what’s the best way to do it? Set up a savings account? Or is it better to invest the money? We explain the pros and cons of both options.

Contrary to expectations, Swiss economic growth was stagnant in the last quarter of 2022. October and November saw declining exports and a negative contribution from construction. However, the exceptionally warm winter meant the impact of the energy crisis on the economy was not as bad as had been feared. Worries of a recession receded accordingly over the winter months. Gross domestic product in Switzerland enjoyed strong growth of 2.1% last year.

With these six tips for pillar 3a you will be well prepared for your retirement. We explain what you need to watch for when saving for retirement, and the mistakes you absolutely must avoid.

Dancing and music are one of those things… People say my hips are stiff and I have a poor taste in music. But I can live with that – I’m more a radio sort of guy: turn it on and listen. I don’t like everything the radio stations play, but I can wait. Wait for the next song.

It is hard to predict the extent to which the financial sector will change in the long term as a result of machine learning and other technology. The fact is that the artificial intelligence (AI) revolution is already in full swing and having an impact on how banks and lenders make investment and financing decisions.

These days, every single bank – large or small – is concerned with digitalisation or adapting its business model to the technology of the 21st century. Generalisations like this cover a broad range of possible changes and innovations for banks, ranging from improving the products and services offered to the way banking procedures operate.

We recently issued a press release to announce the extension of our partnership with the Swiss fintech company Stableton and demonstrated opportunities arising from transactions of private equity and private debt. These financial transactions will present opportunities for higher returns and a diversification to the traditional asset classes. Opportunities are now emerging that were previously available exclusively to large-scale investors.