Data protection
Thank you for visiting our website and your interest in our services. Data protection is important to us. For information about how we protect and use your data, please refer to the privacy policy and to the website and cookie notice.
Privacy policy
Reichmuth & Co’s privacy policy is based on Swiss data protection law and, if and to the extent applicable to Reichmuth & Co, on the General Data Protection Regulation of the European Union (EU GDPR). The privacy policy contains information on how we process and protect our customers’ personal data.
Website, chatbot and cookie notice
The website, chatbot, and cookie notice contain information about how Reichmuth & Co protects your data that is collected, processed, and used during your visit to this website, including specific information about cookies and chatbots.
By accessing our website, you agree to our website, chatbot, and cookie notice. If you do not agree, please refrain from accessing the Reichmuth & Co website.
The privacy policy and the website, chatbot, and cookie notice may be updated at any time. We therefore recommend that you check them regularly.
If you have any questions about the processing of your personal data, please address them by letter or email to Reichmuth & Co’s data protection officer:
Reichmuth & Co Privatbankiers
Data Protection Officer
Ruetligasse 1
CH-6003 Luzern
+41 41 249 49 49
datenschutz@reichmuthco.ch
Aktuelles
„Sell-off“ in the technology sector supports cyclical market segments
The apparent calm on the stock markets is deceptive. Although the global stock market recorded a slight increase in February, the US stock market was once again downgraded relative to Europe and emerging markets. At the same time, the rotation away from highly valued technology stocks toward cyclical value stocks and defensive sectors such as healthcare and consumer staples continued.
After the AI Boom: Broadening the portfolio
About a quarter of global economic growth of 2.3 percent in 2025 was driven by heavy investment in the expansion of AI infrastructure. As a result, AI served as a central pillar of an economy that was robust overall, but below its long-term average growth rate.
AI boom: Is the economy running on only one cylinder?
The year 2025 put the global economy to the test. Political tensions, new alliances and an environment of increasing uncertainty characterised the global situation. Although the economy showed stability overall, it was hardly noticeable in everyday life. It seems as if the economy is running on only one cylinder: everything appears to depend on the AI boom.