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Category: Asset Management

Regulated asset managers, portfolio managers, wealth-management companies and related acquisition opportunities.

The Three Greek Non-Dom Tax Regimes Compared (2026): 50% Expat Exemption, 7% for Pensioners, €100,000 Lump Sum
Asset Management Immigration Lifestyle

The Three Greek Non-Dom Tax Regimes Compared (2026): 50% Expat Exemption, 7% for Pensioners, €100,000 Lump Sum

Greece’s three non-dom regimes compared for 2026: 50% exemption for expatriate workers (5C), 7% flat tax for foreign pensioners (5B) and the €100,000 lump…

Lump-Sum Taxation in Switzerland (2026): A Real Advantage, Strictly for the Genuinely Inactive
Asset Management Immigration Lifestyle

Lump-Sum Taxation in Switzerland (2026): A Real Advantage, Strictly for the Genuinely Inactive

Swiss lump-sum (expenditure-based) taxation in 2026: CHF 435,000 federal minimum, the four conditions, the ban on gainful activity, the risks of losing the regime…

Rare Opportunity: Swiss Foundation Available for Takeover
Asset Management Marketplace

Rare Opportunity: Swiss Foundation Available for Takeover

Swiss foundation pursuing public-interest purposes in Geneva, established in 2020 and federally supervised. Governance takeover terms available on request.

Switzerland or Liechtenstein? Comparing Family, Private and Charitable Foundations in 2026
Asset Management Insight

Switzerland or Liechtenstein? Comparing Family, Private and Charitable Foundations in 2026

Compare Swiss and Liechtenstein private, family and charitable foundations: purpose, capital, registration, taxes, PVS status, supervision, succession and annual compliance.

How to Establish a Foundation in Liechtenstein in 2026: Family Wealth, Charitable Purposes, Registration and Taxation
Asset Management Insight

How to Establish a Foundation in Liechtenstein in 2026: Family Wealth, Charitable Purposes, Registration and Taxation

Practical guide to Liechtenstein family and charitable foundations in 2026: minimum endowment, board, filing, supervision, beneficial owners, PVS status and ongoing duties.

Establishing a Foundation in Switzerland in 2026: The Complete Guide to Private, Family and Charitable Foundations
Asset Management Insight

Establishing a Foundation in Switzerland in 2026: The Complete Guide to Private, Family and Charitable Foundations

How to establish and maintain a Swiss private, family or charitable foundation in 2026. Understand capital, cantonal registration, supervision, corporate income tax and annual…

Who Counts as a Qualified Investor in Switzerland? The Gate to the L-QIF
Asset Management Insight Swiss Financial Institutions

Who Counts as a Qualified Investor in Switzerland? The Gate to the L-QIF

The L-QIF is easy to launch. The hard part is making sure every investor in it is allowed to be there.

Buy and Upgrade, or Start Fresh? The Fastest Route to a Swiss Fund Manager Licence, and When It Backfires
Asset Management Insight Swiss Financial Institutions

Buy and Upgrade, or Start Fresh? The Fastest Route to a Swiss Fund Manager Licence, and When It Backfires

Buying a Swiss portfolio manager and upgrading it can cut the road to a fund manager licence by half. Unless the company's past gets…

The L-QIF: Switzerland’s Fund Without FINMA Approval, and What It Really Requires
Asset Management Insight Swiss Financial Institutions

The L-QIF: Switzerland’s Fund Without FINMA Approval, and What It Really Requires

Since March 2024 a Swiss fund can launch without FINMA approval: the L-QIF. Who may invest, who must manage it, the legal forms and…

How to Set Up a Family Office: Three Files, Not One
Asset Management Insight

How to Set Up a Family Office: Three Files, Not One

How to set up a family office in Switzerland, Singapore, Dubai or Hong Kong: licensing, tax and residence are three separate files. Ask us

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