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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
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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

Claudia Ineichen, Managing Director of the Rütli-Foundation, speaks with Nils Güggi, Head of the Swiss Federal Supervisory Authority for Foundations (ESA), about current developments in Switzerland’s foundation sector and the opportunities and challenges shaping its future. Their discussion also explores how philanthropic engagement can be structured effectively, sustainably and with a long-term perspective.

Higher interest rates, geopolitical uncertainty, and growing doubts about the AI boom are currently causing increased nervousness in equity markets. While we expect heightened volatility in the short term, we remain positive on equities over the medium term. Within the AI theme, we continue to focus on companies benefiting from the expansion of AI infrastructure, increasingly on successful adopters of AI, as well as on diversification opportunities that make portfolios more resilient.

Signs of an AI bubble are mounting. Valuations are at record levels, leverage in equity markets is increasing, and the euphoria surrounding AI and technology companies continues unabated.