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Advantages of discretionary asset management versus investment advisory; by Baltrag AG Basel
In investment advisory, a professional provides you with advice, information and recommendations regarding various investment products. You retain full control over your porftolio and make all decisions regarding your investments. The advisor assists you in selecting...
Latest Update Q1 2024 from Baltrag
Following a slowdown in 2023, inflation has started to increase again at the beginning of 2024 in many economies.
Outlook 2024
Thankfully, the global recession everyone expected in 2023 never really materialized, except for some parts of the world where we see a mild and more technical recession (e.g. European Monetary Union). Looking into 2024, we expect that the U.S. economy is likely to...
The FINMA license – a new era for Baltrag
At the beginning of the year 2023, Baltrag AG was thrilled to receive its approval as a licensed Swiss asset manager from FINMA (Swiss Financial Market Supervisory Authority). This esteemed license was by far not granted to every asset manager. Only asset managers in...
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