Investments

Benefits Of Saving Monthly

Benefits Of Saving Monthly Saving monthly is one of the most effective ways of investing and is also one of the safest providing you have a medium to long-term time frame (5 Years +). Global Stock markets often experience periods of increased volatility. The market downturns experienced since the beginning of the credit crunch in July 2007 and again in September 2008 have understandably caused some investors to worry about the downside risk to their investments. However, it is possible…

Read More

WHAT IS IN STORE FOR THE MARKETS IN Q4?

WHAT IS IN STORE FOR THE MARKETS AS WE CLOSE IN ON Q4? For those of us old enough to remember the Financial crash of 2008, this month brings us a very important 9-year anniversary On September 15th 2008 Lehman Brothers filed for section 11 bankruptcy protection with $639Bn in assets, and $619 in debt. The stock immediately plunged 93% from its previous close on September 12th. One interesting point is that on the morning of September 15th Standard and…

Read More

HOW TO BENEFIT FROM POSITIVE RETURNS?

HOW TO BENEFIT FROM POSITIVE RETURNS? With interest rates at 0%, where should you hold your capital? This is one of the most common problems our clients face and as a result we have a number of solutions available. With inflation on the rise you need to make sure your capital is also benefiting from positive returns in order to ensure it grows either inline with or above inflation. Emergency Fund Firstly you need to make sure you have acquired…

Read More

How to generate returns in a falling market

How to generate returns in a falling market With equity markets reaching all time highs, most of our prospective clients are reluctant to start investing their capital due to the fear of a sharp market correction. ¬†Even when we speak to fund managers from the likes of Rathbones in london they are also extremely wary of current valuations and are having to tread very carefully when placing their long positions. Seeking value in large bluechip companies such as VISA and…

Read More

Ask Us A Question

? ? Ask Us A Question ? ? Being an expatriate in Switzerland can leave us with many unanswered questions.  Whether you want to understand the Three Pillar pension system or have a question about retirement planning, simply ask your question below and we will respond to you. Alternatively you can contact us directly and speak with one of our advisors who will be happy to help you. Leave you question below

Read More