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AI in Wealth Management?
Hype or True Value for Investors? Artificial Intelligence (AI) has become the defining buzzword of our time. From healthcare to logistics, from customer service to asset management, AI is promoted as a force that will change everything. For high-net-worth individuals...
Full Sail Ahead
Full Sail Ahead – Navigating with Confidence from Our New Home At Baltrag AG, we have recently set a new course – not only geographically, but also in spirit. After more than two decades at our previous location, we are proud to now welcome clients and partners in our...
Private Markets in Switzerland – Trend or True Diversification?
Private Markets in Switzerland - Trend or True Diversification? In a world of persistent macro uncertainty and volatile public markets, investors are increasingly looking beyond traditional asset classes. One area receiving growing attention is Private Markets –...
A Safe Haven for Global Wealth in Uncertain Times As the global order evolves, marked by rising geopolitical tensions, shifting alliances, and increasing economic nationalism, High-Net-Worth Individuals (HNWIs) are rethinking where and how they preserve and grow their...
How to navigate more volatility in global financial markets
In the current global landscape, marked by economic fluctuations and geopolitical tensions, investors are navigating a complex environment. Recent events, such as the U.S. stock market's significant declines, have prompted investors to seek opportunities in other...
The Eurovision Song Contest and UEFA Women’s Football Euro 2025
A Swiss Perspective on the Impact of Two Mega Events Switzerland is known for its precision, innovation, and beauty, but it’s also a country that celebrates culture, sport, and the connections they foster. Two major events, the Eurovision Song Contest and the UEFA...
Season’s Greetings
Financial Planning for early or regular retirement: Smart strategies for 50+
The Swiss Three-Pillar System: An Overview The Swiss pension system is based on three pillars, designed to provide comprehensive financial security in your retirement: First Pillar: State Pension (AHV/IV) Goal: To ensure a basic standard of living. Funding:...
Basel Autumn Fair: Thrills, Spills, and Financial Reflections
The Basel Autumn Fair (Basler Herbstmesse), taking place this year from October 26, 2024 - November 10, 2024, is an iconic event that has captured the hearts of both locals and international visitors for centuries. With its vibrant array of carousels, thrilling rides,...
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