Perspectives, periodically.
Notes, essays and briefings from the Pilotage team — on cross-border wealth, disciplined investing, custody architecture and the long work of stewardship.
InvestmentLe Temps: Americans rediscover Swiss Banking
En désaccord avec la politique de leur président ou désireux de s’adapter à un monde multipolaire, des Américains fortunés s’intéressent à nouveau à la possibilité de déposer une partie de leurs avoirs en Suisse. Et d’y déménager.
Private WealthThe Discreet Powerhouse
Wealthy Latin Americans learned long ago to secure most of their assets in the United States in U.S. Dollars to protect against the inevitable currency devaluations, confiscatory taxes, and governmental expropriations.
Press ReleaseCitywire: Top 50
Citywire: Top 50
Private WealthBrokerage vs Custody
A high net worth individual can be faced with something that the majority of the population never has to worry about when it comes to financial assets: too much choice. Everywhere you look there will be a different group of people ready and waiting t
Private WealthWhat You Need to Know About Independent Asset Managers in Switzerland.
Decades ago, individual private bankers or small teams of bankers left banks to start up their own firms, using banks as custodians to house client assets. This is how most Independent Asset Managers (IAMs) in Switzerland were created. As a result,
InvestmentCitywire: WM CEO wans that passive’s success carries risk
We’ve been early adopters of passive instruments, going back to when we were first founded in Switzerland in 2009. At the time, only about 19% of the market share belonged to passive instruments – and that was in the US. Outside the US, the market sh
Private WealthL’AGEFI quotes Pilotage’s CEO: Americans Welcome (FR)
En Octobre 2016, l’ambassadrice des Etats Unis auprès de la Suisse, Suzi LeVine, plaidait auprès des banques helvétiques afin que ses 20 000 concitoyens expatriés dans le pays puissent avoir accès à leurs services.