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III 2018 46 • VG SZ III 2018 46 KI-generiert

Asset Management for Protected Person Investment Strategy Review

Geschäftsnummer III 2018 46
Gericht / Behörde
Rechtsordnung Schweiz · Kanton Schwyz (CH-SZ)
Entscheiddatum
Ausgang Abgewiesen (Dismissed)
Originalquelle öffnen Entscheidsuche-Spiegel Maschinenlesbares Markdown (.md)

Legislator-Zusammenfassung

KI-generiert

The case concerns a dispute over asset management for a protected person, specifically regarding investment strategies under the relevant social security regulations, where the petitioners sought a review of a prior decision concerning the authorized investment approach for these assets. The court reasoned that given the protected person's limited life expectancy and the need to preserve capital while generating some income, the previous authority's decision to mandate a lower-risk investment strategy, even if it resulted in slightly lower potential returns than other proposed options, was appropriate as it prioritized the principal's capital preservation over maximizing profit under the circumstances.

Legislator-Regeste

KI-generiert

Asset Management for Protected Person Investment Strategy Review: The court reasoned that given the protected person's limited life expectancy and the need to preserve capital while generating some income, the previous authority's decision to mandate a lower-risk investment strategy, even if it resulted in slightly lower potential returns than other proposed options, was appropriate as it prioritized the principal's capital preservation over maximizing profit under the circumstances.

Schlagwörter

KI-generiert
Vermögensverwaltung Rückkehrrisiko Kapitaleinkünfte Bedrohung der inneren Sicherheit soziale Sicherheit Haftung aus Anlageberatung
KI-generiert
II 2021 30
Social Security Fund Appeal Regarding Investment Income Crediting
II 2020 46
Appeal on Inclusion of Minor's Assets in Pension Contribution Calculation
II 2021 44
Social Insurance Benefits and Business Investment Asset Waiver Appeal
III 2023 139
Appeal Against Approval of Protected Person's Financial Management Report
II 2022 63
Appeal Regarding Supplementary Benefits Asset Valuation Recalculation

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Volltext

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\n\n| | | |\n III 2018 46 |\n |\n \n\n

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\n\n| | | |\n |\n Entscheid vom 25. April 2018 |\n \n\n

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\n\n| | | |\n Besetzung |\n lic.iur. Gion Tomaschett, Vizepräsident |\n \n|\n |\n Ruth Mikšovic-Waldis, Richterin Monica Huber-Landolt, Richterin |\n \n|\n |\n lic.iur. Prisca Reichlin Brügger, Gerichtsschreiberin |\n \n\n

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\n\n| | | |\n Parteien |\n \n \n1. A.________, \n2. B.________, \n Beschwerdeführer, \n vertreten durch A.________, \n |\n \n|\n |\n gegen |\n |\n \n|\n |\n C.________, Domizil: Industriestrasse 7, 6440 Brunnen, C.________, 6431 Schwyz, \n Vorinstanz, |\n |\n \n|\n |\n |\n |\n |\n \n\n

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\n\n| | | |\n Gegenstand |\n Kindesund Erwachsenenschutzrecht (Vermögensanlagen nach VBVV; Anlagestrategie) |\n \n\n

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