Investment Advice
Stay Up To Date With The Latest In Investment Options
Unique Industry Insights
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Despite challenges to the historic banking system, Switzerland remains one of the world’s leading centres for banking, investments, pensions and offshore wealth
- 18th July 2023
- Tax Optimisation
- Investment Advice
- International Banking
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Environmental, Social and Governance. ESG. But what does it really mean and how can it be done efficiently and successfully?
- 6th July 2023
- Socially Responsible Investing
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The Reasons Why You Should Switch from Inflation-Linked Bonds Now
- 28th March 2023
- Investment Advice
- Retirement Planning
- by James Austin
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The Problem with Model Portfolios
- 27th March 2023
- Investment Advice
- by James Austin
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In the 1980s US inflation peaked at 15%. Home mortgages were charging double-digit interest rates. Inflation was roaring at 1 percent — per month.
- 14th July 2022
- Investment Advice
- by James Austin
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The big questions I am being asked right now are where are we in the economic cycle, how did we get here, has this happened before, and what to do now. Below I have summarised my thoughts.
- 7th July 2022
- Investment Advice
- by James Austin
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Thinking about buying a house off-plan and getting the keys in one or two years? (Off-Plan-Immobilien / Immobilier sur plan) Think again.
- 24th May 2022
- Swiss Mortgages
- Property Investment
- Financial Planning
- by James Austin
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How to get the best mortgage rate. Mortgage interest is tax deductible. 20% Deposit. Eigenmietwirt. Capital gains tax.
- 7th May 2022
- Property Investment
- Investment Advice
- Financial Planning
- by James Austin
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After a reluctant start to the month, global equities bounced back in a big way in April as geopolitical storm clouds cleared following the first round of the French presidential election.
- 1st February 2021
- Investment Advice
- by James Austin
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According to Mercer’s Cost of Living survey, Switzerland has more cities in the top 10 list of most expensive cities for expatriates than any other country in the world.
- 13th September 2016
- Property Investment
- Investment Advice
- by James Austin
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Insurance… something nobody likes to pay for until the day comes that it’s needed… and no insurance is needed more than life insurance.
- 30th August 2016
- Inusrance
- by James Austin
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Truly professional & experienced team. Highly recommended to anyone looking for financial and wealth management advice.
Akhil Prabhu -
Good straightforward planning advice. Highly recommended.
Paul Gibson -
I was recommended IWP by a work colleague and have always been impressed. I wouldn't hesitate to recommend them to anyone seeking independent financial advice.
Paul