Ressources

Content to help clarify your wealth management decisions

In this space, I share the resources I create to make wealth-related topics more accessible, clearer, and easier to understand.
Whether through podcasts, articles, or videos, my goal remains the same: to help you understand how your wealth truly works and the levers available to you.

You will find analyses, insights, feedback, and tools here to help you move forward with greater clarity.

Articles – Analyses to see more clearly through complexity

See all

Understanding your investments: beyond the reported performance

Investing is often presented as a matter of course. The markets offer opportunities, there are many solutions, and past performance is widely discussed.

Loss of mental capacity: a risk that is rarely anticipated

Most discussions about wealth management focus on visible horizons: retirement, inheritance, financial optimization.

Inheritance in Switzerland: why the law is not always enough to protect those who really matter

In Switzerland, many people believe that inheritance is a settled matter. The law does indeed provide a specific framework, intended to organize the transfer of assets in a fair manner.

Early retirement and AVS: an often underestimated angle

The idea of early retirement is becoming increasingly appealing. Retiring early, slowing down, reorganizing your time, devoting yourself to other projects.

Sector overview

Key figures to understand the scale and vitality of the global wealth management and investment market.

$162,000 billion

Total assets under management worldwide. A rapidly growing market.

+5.9 % per year

Average annual growth of the asset management sector.

54,2 %

Share of the United States in global asset management. A still undisputed leadership.

$145,000 billion

Global weight of investment funds and vehicles. A major pillar of the world economy.

Would you like to talk?

A first conversation often helps bring clarity:
understanding your situation, identifying your challenges, and determining
whether I can support you effectively.
A simple, confidential, and no-obligation setting — just a conversation to move forward.

Discuss my situation