- Guide
Swiss Private Banking Guide for Expats
A practical guide to wealth management and private banking in Switzerland for expats — Swiss bank accounts, advisory, discretionary mandates and what to expect as a new resident in Geneva.
Private BankingExpatsWealth Management - Guide
Investing with a Swiss Intermediary as a Non-Resident
How non-Swiss tax residents can hold and manage a portfolio in Switzerland — onboarding and source of wealth, CRS reporting, the 35% withholding tax and treaty reclaims, custody, costs and choosing the right mandate.
Non-ResidentsCross-BorderTax - Guide
Withholding Tax Reference: Switzerland and Italy
A sourced reference table of Swiss and Italian withholding tax rates on dividends, interest and royalties — the 35% Swiss anticipatory tax, the 15%/12.5% treaty rates, Italian 26% substitute tax and IVAFE, plus the reclaim procedure and deadlines.
TaxCross-BorderItaly