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Old 29.06.2008, 15:51
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Swiss Annuities

I am in the US and interested in setting up a swiss annuity. Has anyone had any experience with VOLCON SA? Accounts would be set up with Forces vives or Generali.
Also, anyone have any experience with JML Investment Strategies. Account would be set up with Swiss Life. It appears their fees are higher.
I understand I could go direct, however I need to deal with someone who understands and speaks english well.
Also, I was thinking of setting it up with a combination of currencies in both Swiss Francs and Euro. Any ideas or thoughts?
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Old 29.06.2008, 20:22
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Re: Swiss Annuities

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Also, I was thinking of setting it up with a combination of currencies in both Swiss Francs and Euro. Any ideas or thoughts?
That if you are a $$$ based investor this might not be considered the most advantageous time to be buying CHF and EURO assets aiming to achieve a good long term return..
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Old 29.06.2008, 22:48
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Re: Swiss Annuities

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That if you are a $$$ based investor this might not be considered the most advantageous time to be buying CHF and EURO assets aiming to achieve a good long term return..

Can you tell me if my thinking of the situation is correct?
With the dollar having dropped against the Euro so much greater than it has against the CHF since introduction, might not buying CHF be a bit of a *hedge* and I use hedge loosely here, against further gains on the Euro, since we are really very tied to the Euro economy more than any other.
??????
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Old 29.06.2008, 22:50
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Re: Swiss Annuities

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Can you tell me if my thinking of the situation is correct?
With the dollar having dropped against the Euro so much greater than it has against the CHF since introduction, might not buying CHF be a bit of a *hedge* and I use hedge loosely here, against further gains on the Euro, since we are really very tied to the Euro economy more than any other.
??????
Sorry I suppose the only real advantage, is if the investor wants to live in Euro or CHF after retirment. Money today, should hold its buying power as long as the economy is stable.
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