Wealth

How to Value a Wealth Management Firm: Valuing a wealth management firm involves more than just analyzing financial statements—it requires a comprehensive look at the firm's revenue model, client relationships, market position, and growth potential. Whether you're looking to invest in, acquire, or sell a firm, understanding the key drivers of value and the different valuation approaches is essential. Key...

The Swiss Business Registry operates across Switzerland’s 26 cantons, which together form a federal republic.. The Swiss Code of Obligations governs businesses in Switzerland. However, Swiss law requires that the data of a company be stored locally in a Swiss company registry. This is a guarantee of the confidentiality of data and information is maintained. Businesses and individuals are protected by...