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Risk profiles in wealth management mandates

What role should the client’s risk profile play when drawing up a wealth management mandate? We are going to attempt to answer this question, with reference in particular to the recent Federal Supreme Court decision handed down on 23 October 2020 (4A_72/2020). This case involved a client who, in 2006, entrusted the management of her

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Heirs’ right to access information from banks in Switzerland

Heirs' right to access information from banks in Switzerland 1. Introduction Following the Supreme Court’s most recent decision on 18 July 2019 (4A_522/2018), we have set out below a review of heirs’ rights to access, as part of the succession process, information from banks where the deceased held or was the beneficial owner of an

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