insights.

Dr Maximilian Martin, our Global Head of Philanthropy, shares his views on the mindset, values, and actions taken by the next generation of philanthropists is rethinking inherited traditions, with insights from Asia on mindset, values, and new approaches to giving.

A successful exit starts long before a transaction. We explore how early preparation can help female founders narrow the valuation gap, strengthen their business, and prepare for the next chapter of their lives.

Discover how the Courtin family is securing Clarins’ long-term continuity with succession planning rooted in shared values, strong governance, and the preparation of future generations.

Find out how to optimise your taxation with the help of Pillar 2 buybacks in Switzerland. Strategies, tax benefits and practical advice for better pension provision.

As wealth transfer accelerates globally, younger generations are reshaping private banking. They seek greater transparency, meaningful dialogue, and trusted guidance to help navigate increasingly complex financial, family, and succession decisions.