Legislator Giurisprudenza & Legislazione
DE FR IT EN
Analizza in Legislator
III 2018 46 • VG SZ III 2018 46 Generato dall'IA

Asset Management for Protected Person Investment Strategy Review

Numero d'incarto III 2018 46
Autorità giudiziaria
Giurisdizione Svizzera · Canton Svitto (CH-SZ)
Data della decisione
Esito del giudizio Respinto (Dismissed)
Apri la fonte ufficiale Archivio Entscheidsuche Versione Markdown leggibile dalle macchine (.md)

Sintesi Legislator

Generato dall'IA

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.

Regesto Legislator

Generato dall'IA

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.

Parole chiave

Generato dall'IA
gestione patrimoniale rischio di rinvio reddito da investimento minaccia alla sicurezza pubblica sicurezza sociale responsabilità da consulenza finanziaria
Generato dall'IA
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

Ti chiedi come si applica questa sentenza alla tua fattispecie?

Analizza questa decisione insieme alla legislazione federale e cantonale, ai commentari e alla giurisprudenza successiva in Legislator AI.

Apri in Legislator →

Testo completo

\n

\n \n \n \n \n

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

\n \n \n \n \n

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

\n \n \n \n \n

\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

\n \n \n \n \n

\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

\n \n \n \n \n

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

\n \n

Sachverhalt: