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a private client who has concluded a permanent asset management agreement or a permanent advisory agreement in writing with a financial intermediary or an independent asset manager pursuant to Swiss law.

The term Qualified Investor pursuant to CISA covers in particular professional clients and institutional clients in terms of the Swiss Financial Services Act (FINSA).

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financial inclusion Latam

Why financial inclusion matters for small and medium enterprises

Discover why financial inclusion for SMEs is essential for economic and social progress in low- and middle-income countries.

30/07/2025 | Veronika Giusti Keller, Head of Impact Management, and Anne Danker, Associate Impact Manager

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In this video, we highlight the critical role SME access to finance plays in job creation, resilience, and development. Learn how SMEs face persistent challenges in obtaining suitable financial services, despite contributing up to 40% of GDP and 70% of formal jobs in emerging markets. Find out how BlueOrchard is closing the financing gap for SMEs, supporting women entrepreneurs, and strengthening the adaptability and success of small businesses—even amidst economic shocks and global crises.