Swiss wealth managers can seize a competitive advantage by addressing the increasing demand for cross-border tax-efficient service. Today, High-net-worth individuals (HNWI) often require personalised strategies that minimize tax liabilities across jurisdictions.
Thursday, February 13, 2025
By Romain Faraut, Swiss Market Director at Croesus and Nabil Hatimy, Director and Head of Client Delivery and Partnerships at Indigita.
Traditional portfolio management often overlooks the complexities of international taxation, leading to suboptimal returns and potential client dissatisfaction. "From the client's perspective, there are two factors that diminish their wealth: bank charges and taxes," says Romain Faraut, Swiss Market Director at Croesus.
Croesus and Indigita have partnered to provide a solution that integrates comprehensive tax data into the wealth management process. "The goal is not to give tax advice, but to identify products that would have a negative tax impact based on the client's tax residence," explains Nabil Hatimy, Director and Head of Client Delivery and Partnerships at Indigita.
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