Author: Melina Scheuber A recent study by BNY Mellon Investment Management revealed that Swiss women believe they need a monthly income of over CHF 5,000 to invest in the stock market [1]. Additionally, 40% of Swiss women perceive investing in […]
Change of Job: An Opportunity for Your Pension Assets
Author: Lucas Widmer A job change or an extended career break can significantly alter your occupational pension situation, as it involves leaving your current pension fund. This transition allows you to manage your pension assets tailored to your individual needs […]
Seven Advices on How to Increase Your Retirement Capital and Enhance Your Risk Protection
Author: Melina Scheuber Our pension system relies on three pillars: state, occupational, and private pension provision. Each of these pillars comprises both a pension insurance and a risk insurance component. This means that upon retirement, you receive a pension, and […]
Why Investments are Particularly Important for Women
Author: Melina Scheuber Regular saving is a common practice among 79% of women, yet only 18% engage in regular investments. This statistic emerges from a J.P. Morgan study that surveyed about 4,000 women, aged 30 to 60, across ten European […]
Why It Pays off to Buy into a Pension Fund
Author: Lucas Widmer As the year draws to a close, many people contemplate making contributions to their pension fund. To qualify these voluntary payments as tax deductions for 2023, it’s advisable to complete the transactions by the end of November. […]
How to Become an Investor with Minimal Effort
Author: Melina Scheuber Have you ever felt this way? You regularly save money, primarily in a savings account, as it provides an easy way to set aside modest amounts consistently. This method is convenient and requires minimal effort. However, you […]
Investment Management Update – October 2020
Political markets have short legs. Is this year no different? Read about three possible scenarios and how they could impact the financial markets. Continue
Investment Management Update – July 2020
Stock markets and investors are brimming with confidence, and quotations ignore every warning, no matter how clear. Rightly so, or is it inefficient? Continue
Investment Management Update – April 2020
Records across the board, we wrote in our last report. The record levels set in 2019 are now in shambles. However, the first quarter of 2020 also has records to show – albeit with opposite market movements. Continue
Investment Management Update – January 2020
The year 2019 will go down in history – not only because of the extent of the reported performance, but also because of the breadth of asset classes that have experienced these increases in value. Nearly all investments have achieved a clearly positive or record performance. Continue
