What is GREENWASHING?
The green marketing bubble in the financial industry is bursting. This opens up opportunities to return to the roots of sustainable investments.
Microfinance performs positively even in crisis year 2022
Once again, microfinance is a stable asset class in a turbulent stock market environment and a good addition to a portfolio. Microfinance also delivers real social impact in an increasingly arbitrary sustainability world.
Beyond ESG!
In part four, our co-founder Lukas Stücklin explains what sustainability means beyond ESG.
Can I reclaim my mortgage interests?
On 26 April 2021 the "Neue Zürcher Zeitung" published an article with the title: "Thousands of mortgage borrowers affected: Ruling with explosive force on Libor mortgages". The article deals with the question of whether Libor mortgage interest can be reclaimed from the bank since the introduction of negative interest rates. Reclaiming the interest may not be that easy. We tell you which requirements have to be met in Switzerland.
Women and Pension Planning
There is often a large gap between the pensions of men and women in Switzerland. This happens, for example, when mothers maternity leave take a break in their employment to take care of their families. This is more often the case in the generation that is now thinking about retirement.
We advise individuals and legal entities on all legal matters around wealth management and are a pioneer in impact investing, which is part of our entrepreneurial identity.
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✓ effort based charging
✓ impact investments
✓ avoiding conflicts of interests
✓ comprehensive overview of your total assets