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December 29, 2025

Your Grandmother’s €170k Portfolio Is Funding Your Banker’s Pension, Not Her Security

A grandson inherits control of a €170k portfolio stuffed with high-fee active funds. The real dilemma isn’t market risk, it’s navigating Austrian fiduciary law, family expectations, and the mathematical certainty that ‘mündelsicher’ advice is destroying generational wealth.

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The IBKR Death Trap: Why Your Spouse Can’t Access Your Investments When You Die

Switzerland

December 26, 2025

The IBKR Death Trap: Why Your Spouse Can’t Access Your Investments When You Die

Swiss investors using Interactive Brokers face a brutal reality: individual accounts freeze at death, leaving spouses locked out for months. Here’s how to outsmart the system.

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