Season’s Greetings

by Claude Crelier

published December 19, 2024

latest news

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...