Citywire: Switzerland Top 50 Independent Asset Managers 2022

CdR's asset management team is delighted to be included in this report of Switzerland’s Top 50 independent asset managers.

This special report by Citywire reveals Switzerland and Liechtenstein’s most influential independent asset managers. The objective of this report is to provide readers with a detailed overview of the market and an insight into the Swiss wealth management community.

In the Citywire article, Jenny Hennessy, COO at CdR Capital SA, answers the following profile question:

Switzerland has agreed to conditionally support a global minimum tax rate of at least 15%. Will this make Swiss wealth managers and their clients less competitive, and how should they adapt?

We are strong believers in the Swiss marketplace and have seen that its attractiveness to wealthy families has increased during the Covid-19 era. Tax levels are one consideration in determining a marketplace’s competitiveness, but they are by no means the only one. Higher corporate tax rates in some cantons should be balanced with the numerous advantages that Switzerland has to offer. We remain convinced that the quality of human capital, the stability of Swiss-style democracy, the increasingly robust regulatory framework and the security Switzerland offers to wealthy families, are just as important. When it comes to individual tax issues, we realise that each situation is unique and is best handled by planning professionals. We leverage our global network to help clients identify the partners that will deliver high quality solutions tailored to their specific needs.

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