Knowledge

Selling a company confronts entrepreneurs with a series of new questions. Am I ready for the sale? Is my company ready for it? Where and how do I find trustworthy buyers? What’s the realistic value of the company? And if the sale has gone through successfully there are more questions coming up, this time around the investment of the sales proceeds.

All of a sudden the inheritance is here or you have your pension money paid out. Maybe you realize that at the end of most months there is some money left and the savings have summed up. This leads to the question: Investing or not? And if yes how to do it? Here’s a summary of the 10 most important mistakes you should definitely avoid.

In Swiss private banking, costs are not talked about and are certainly not publicized. Clients only receive more detailed information when they request for an initial consultation and explicitly ask about costs. But the “official” fees usually don’t include all the costs which reduces the customer’s net return. In this article, we will cover the…

What is the minimum amount that justifies splitting your investments between two or more providers? Here we discuss the topic with a few fundamental thoughts.

There is a trend towards more cost towards more cost awareness in Swiss private banking. Robo-advisors are challenging the incumbents with lower prices. As an independent expert, FinGuide has data on costs and returns. Here we discuss the impact of the two looking at a real-life example.

At the beginning of each year, we receive our portfolio statements, which show us how our investments have performed. Most of us take note of the values and leave it at that. But haven’t you ever wondered whether the returns you have achieved are really good? Whether and how you could have achieved a higher…

Have you already spent a lot of time trying to get a product such as a vacuum cleaner as cheaply as possible? If you are successful, you might save 50 francs through thorough research and be happy about it. Do you also make the same effort when investing money? And aren’t the amounts involved much…