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  • Open Access
  • © 2023

Swiss Finance

Banking, Finance, and Digitalization

Palgrave Macmillan
  • Provides thorough coverage of Swiss financial markets, their development, and status

  • Discusses the dramatic changes that have taken place in global financial markets

  • Covers FinTech, cryptocurrencies, distributed ledger technologies, and smart contracts

  • This book is open access, which means that you have free and unlimited access

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Price excludes VAT (USA)
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  • Dispatched in 3 to 5 business days
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Table of contents (13 chapters)

  1. Front Matter

    Pages i-xxxvi
  2. Introduction

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 1-10Open Access
  3. Finanzplatz Schweiz: Finance Center Switzerland

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 11-62Open Access
  4. The Swiss Banking System

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 63-157Open Access
  5. Swiss Bank (Customer) Secrecy and the International Exchange of Information

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 159-250Open Access
  6. Swiss Financial Market Regulators & Laws

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 251-296Open Access
  7. Swiss Institutional Investors

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 297-333Open Access
  8. Swiss National Bank and Swiss Franc’s Role in Global Financial Markets

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 335-409Open Access
  9. Swiss Debt Markets

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 411-453Open Access
  10. Swiss Equity Markets

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 455-499Open Access
  11. Swiss Derivative Markets

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 501-526Open Access
  12. Financial Digitalization, FinTech, and the Collaborative Economy

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 527-548Open Access
  13. Swiss Taxes on Investment and Financing

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 549-570Open Access
  14. Summary and Outlook

    • Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber
    Pages 571-579Open Access
  15. Back Matter

    Pages 581-612

About this book

How could a small country in the middle of Europe, surrounded by much bigger countries and economic giants like Germany and France and in direct competition with North American and Asian rivals, develop world-class, cutting-edge financial markets? Swiss Finance answers this question, separating myth from reality, by explaining how Switzerland managed dramatic pressures brought to bear on its financial markets during the past two decades, perhaps none of them so great as the:

·       Competitive challenges caused by changes in Switzerland's banking secrecy laws and practices,

·       Shifting tide of new wealth generation toward Asia (e.g., China, Singapore, and South Korea),

·       Burdensome federal stamp and withholding taxes, and

·       Digitalization of the financial services industry, including cybersecurity, cryptocurrencies, smart contracts, central bank digital currencies, the FinTech revolution, and DLT applications.

Swiss Finance thoroughly analyzes Swiss financial markets’ successes and challenges. It covers critical topics for practitioners and academics to fully understand this unique development in world financial markets and private wealth administration. 

Keywords

  • Swiss Financial Markets
  • Swiss Banking System
  • Swiss Debt and Equity Markets
  • Swiss Derivative Markets
  • Swiss Institutional Investors
  • Swiss Taxes
  • Financial Digitalization
  • the Swiss National Bank
  • Open Access

Reviews

“Switzerland has always been a haven of stability and security. But the Swiss financial marketplace is in the midst of immense changes brought on by the changing global environment. Whether you are a Swiss banker or a Swiss banking client, this book will serve you as an indispensable companion and guide to the Finanzplatz Schweiz.” 

--Guy Spier, Value Invester, Switzerland

Authors and Affiliations

  • Buonas, Switzerland

    Henri B. Meier

  • International Business, Babson College, Babson Park, USA

    John E. Marthinsen

  • Business and Economics, University of Basel, Basel, Switzerland

    Pascal A. Gantenbein

  • SSW, Independent Wealth Manager, Zug, Switzerland

    Samuel S. Weber

About the authors

Henri B. Meier holds a Master’s degree and Ph.D. in Economics and Business Administration from the University of St. Gallen. He also holds an Honorary Ph.D. from the University of Basel and is a Senator at the University of St. Gallen. Dr. Meier has founded 20 start-ups, including HBM Healthcare Investments, and numerous foundations, such as the HBM Fondation, Pestalozzi School Camps, and HBM Unternehmerschule at the University of St. Gallen. His work as the former CFO, board member, and Group Executive Committee member at Roche Holding Inc. earned him prestigious honors, including the “European CFO Excellence Award.” In recognition of his lifetime achievements, Dr. Meier was recognized in 2021 as one of the 24 most outstanding managers in 160 years of Swiss history. Henri B. Meier has worked as the chief accountant for Williams Brothers (Caracas, Venezuela), as an economist, financial analyst, investment officer, and division chief at the International Finance Corporation and the World Bank (Washington D.C.), and as an Executive Committee member and head of Investment Banking at Handelsbank National Westminster (Zürich, Switzerland).

John E. Marthinsen is a Professor of Economics and International Business at Babson College in Babson Park, MA, where he holds The Distinguished Chair in Swiss Economics. Dr. Marthinsen is the recipient of multiple teaching awards and the author of many books and articles. His teaching and research focus on International Macroeconomics, Risk Management, International Finance, and Cryptocurrencies. John Marthinsen has extensive consulting and business experience, working for domestic and international companies and the U.S. government. He has served on the United Nations Association’s Economic Policy Council and lectured at the Universities of Bern and Basel in Switzerland and the University of Nürnberg in Germany.

Pascal A. Gantenbein is the Henri-B.-Meier professor of Financial Management at the University of Basel. He also serves as the Dean of Studies at University of Basel’s Faculty of Business and Economics. His academic interests are in the areas of corporate finance and valuation, portfolio management and risk management, as well as real estate finance and venture capital. In addition, Pascal Gantenbein gained valuable work experience in the insurance industry and as a financial advisor. Today, he acts as a board member in the financial sector.

Samuel S. Weber is an independent wealth manager based in Zug, Switzerland. He studied business administration, strategy, and international management at the Universities of Basel and St. Gallen. Since 2012, he has worked as an independent wealth manager, focusing on value investing (i.e., buying undervalued companies). His long-term success in public stock markets has come from distinguishing risk, defined as the permanent loss of capital from volatility. As a member of the Board of Trustees of the HBM Fondation, Samuel Weber is also committed to the professional development of young people.

Bibliographic Information

  • Book Title: Swiss Finance

  • Book Subtitle: Banking, Finance, and Digitalization

  • Authors: Henri B. Meier, John E. Marthinsen, Pascal A. Gantenbein, Samuel S. Weber

  • DOI: https://doi.org/10.1007/978-3-031-23194-0

  • Publisher: Palgrave Macmillan Cham

  • eBook Packages: Economics and Finance, Economics and Finance (R0)

  • Copyright Information: The Editor(s) (if applicable) and The Author(s) 2023

  • License: CC BY

  • Hardcover ISBN: 978-3-031-23193-3Published: 04 April 2023

  • Softcover ISBN: 978-3-031-23196-4Published: 04 April 2023

  • eBook ISBN: 978-3-031-23194-0Published: 01 April 2023

  • Edition Number: 2

  • Number of Pages: XXXVI, 612

  • Number of Illustrations: 20 b/w illustrations, 76 illustrations in colour

  • Topics: Financial Services, Capital Markets

Buy it now

Buying options

Softcover Book USD 49.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book USD 59.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Other ways to access