timberwolf1021

joined 2 months ago

Inherited a Swiss holding company – what do we do with the portfolio? in c/[email protected]

[–] [email protected] 2 points 2 months ago (4 children)

There are a large number of funds available to us through the company, which has its account at UBS Switzerland AG. What should we be prioritizing when fund-shopping?

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Inherited a Swiss holding company – what do we do with the portfolio? in c/[email protected]

[–] [email protected] 1 points 2 months ago

We are shopping for an asset manager, but it seems like a good idea to walk into that with our eyes already open and some beginning ideas.

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