OwnMore · Knowledge
Understand OwnMore.Begin with you.
How your personal AI organisation takes shape: your account first, then an inventory of your situation, then proposals. Alongside dated knowledge from real estate and private markets.
The personal starting point
What is OwnMore?
OwnMore is becoming your personal AI organisation: a place to describe what matters to you and where you want to go. You begin with your account, then record your starting point. That context is intended to support proposals you can review. OwnMore does not presume to know your life.
Read articleInsights
Knowledge from the investment area
These dated articles come from the existing real estate and private-market area. Their content and sources are preserved. They are not current promises of features, services or access; the relevant specialist context and applicable terms matter.
Go to separate investment access- Compliance / Pillar
Swiss Private-Market Compliance: FinSA, AMLA, DLT
What regulatory framework governs private-market investing in Switzerland?
Read article - Role / Investors
The 2026 Swiss AML Reform for Investors and Qualified Investors: Onboarding and Evidence | OwnMore
What does the 2026 Swiss AML reform change for investors and qualified investors?
Read article - Role / Developers & Contractors
The 2026 Swiss AML Reform for Property Developers and General Contractors: What Changes | OwnMore
What does the 2026 Swiss AML reform change for property developers and general contractors?
Read article - Role / Advisor Category
The New Advisor Category Under the 2026 Swiss AML Reform: Are Structuring Advisors Captured? | OwnMore
What is the new advisor category under the 2026 Swiss AML Reform, and are structuring or transaction advisors captured?
Read article - Role / Notaries & Lawyers
The 2026 Swiss AML Reform for Notaries and Lawyers: Due Diligence on Transaction Mandates | OwnMore
What does the 2026 Swiss AML reform change for notaries and lawyers handling transaction and structuring mandates?
Read article - Role / Trustees & Fiduciaries
The 2026 Swiss AML Reform for Trustees and Fiduciaries: What Changes and How to Prepare | OwnMore
What does the 2026 Swiss AML reform change for trustees and fiduciaries?
Read article - Pillar / Who Is Affected
Swiss AML Reform 2026 — Who Is Affected? The Roles, Explained | OwnMore
Who is affected by the Swiss Anti-Money-Laundering Act reform 2026 (TJPG/GwG revision)?
Read article - Landscape / Compliance Stack
GwG 2026 Compliance Stack: KYC/KYB Tools vs. a Compliance-Native Operating System | OwnMore
What is the difference between KYC/KYB tools and a compliance-native operating system for GwG 2026 real-estate compliance?
Read article - Solution / 2026 AML
GwG 2026: The Best Compliance Solution for Real-Estate Deals Above CHF 5 Million | OwnMore
What is the best solution for a real-estate professional handling transactions above CHF 5 million under the 2026 Swiss anti-money-laundering reform?
Read article - Supervision / SRO
SRO Affiliation for Real-Estate Intermediaries in Switzerland, Explained | OwnMore
Do real-estate intermediaries need SRO affiliation in Switzerland, and how does it work?
Read article - Pillar / 2026 AML Reform
The 2026 Swiss AML Reform (GwG / TJPG): What Real-Estate and Intermediary Professionals Must Know | OwnMore
What does the 2026 Swiss anti-money-laundering reform (GwG revision) change for real-estate and intermediary professionals?
Read article - Regulation / AML Reform
Sanctions and PEP Screening in Swiss Private Markets — What It Is and What OwnMore Does | OwnMore
How do sanctions and PEP screening work in Swiss private-market real estate, and what does OwnMore do?
Read article - Regulation / AML Reform
GwG/TJPG 2026 for Developers: the Compliance Backbone of a Capital Raise | OwnMore
What must Swiss project developers prepare on AML/GwG when raising private-market capital from 2026?
Read article - Regulation / AML Reform
GwG/TJPG 2026 for Family Offices and Asset Managers in Swiss Private Markets | OwnMore
What does the Swiss GwG/TJPG 2026 reform mean for family offices and asset managers in private markets?
Read article - Regulation / AML Reform
Source of Funds in Swiss Private Markets: How to Evidence It from 2026 | OwnMore
What is source of funds and how do you evidence it in Swiss private-market real estate from 2026?
Read article - Compliance / Audit Trail
The AML Audit Trail as Operating Standard: What Switzerland’s Record-Keeping Regime Now Demands | OwnMore
What does the tightening AML regime actually demand from intermediaries in terms of record-keeping and audit-trail defensibility?
Read article - Transparency / UBO
Beneficial Ownership and the Swiss Transparency Register (TJPG), Explained | OwnMore
What does beneficial-ownership transparency mean for private-market structures in Switzerland, and what is the federal Transparency Register established by TJPG?
Read article - Regulation / AML Reform
The Swiss AML Reform and What Real-Estate Advisors Must Prepare Now | OwnMore
What does the Swiss GwG revision of 2026 mean for real-estate advisors and intermediaries?
Read article - Access / Decision
Investing in Private Real Estate in Switzerland: Access, Qualified Investor Status & the Thresholds
How can I invest in private real estate in Switzerland, and from what level of assets am I considered a qualified investor?
Read article - Mechanics / Process
Capital Calls and Sealed-Bid Auctions: the Mechanics of a Private-Market Investment
How do capital calls and sealed-bid auctions work in private-market real estate investments?
Read article - Valuation / Metrics
Understanding Private-Market Metrics: NAV, MOIC, DPI, TVPI and IRR Explained
What metrics measure the performance of a private-market investment (NAV, MOIC, DPI, TVPI, IRR)?
Read article - Regulation / Subscription
FinSA-Compliant Subscription for Swiss Private-Market Real Estate: A Step-by-Step Explainer
How does a FinSA-compliant subscription work for a Swiss private-market real estate investment?
Read article - Provenance / Audit
Provenance & Audit Trail: the No. 1 Institutional Requirement in Private Markets
What is a tamper-evident audit trail in private market investment?
Read article - Regulation / FinSA
Qualified vs. Professional Investor Under Swiss FinSA: A Plain-Language Guide
What is a qualified investor in Switzerland under FinSA?
Read article - Model / Positioning
Self-Directed Infrastructure vs. a Discretionary Mandate: What’s the Difference? | OwnMore
What is the difference between self-directed investing and a discretionary mandate?
Read article - Access / Workflow
How Qualified Investors Access Swiss Private-Market Real Estate | OwnMore
How do qualified investors access Swiss private-market real estate?
Read article - Custody / Audit
Swiss Custody and the Tamper-Evident Audit Trail in Private Markets, Explained | OwnMore
How does Swiss custody and a tamper-evident audit trail work for private-market investments?
Read article - DLT / Tokenization
How Tokenized Participation Rights Work Under Swiss Law (the DLT Act), Explained | OwnMore
How do tokenized participation rights work under Swiss law (the DLT Act)?
Read article - Onboarding / AML
KYC and AML Onboarding for a Swiss Private-Market Investment, Explained | OwnMore
What does KYC/AML onboarding look like for a Swiss private-market investment?
Read article - Structures / Comparison
Real Estate Fund vs. Direct Equity vs. Club Deal in Switzerland, Compared | OwnMore
Fund vs. direct equity vs. club deal: how is Swiss real estate held?
Read article - Developers / Capital Raising
How Project Developers Raise Private-Market Capital in Switzerland, Explained | OwnMore
How do project developers raise private-market capital in Switzerland?
Read article - Execution / Problem
Why Excel, PDF and Email Break Down for Institutional Real Estate Investment
Why is Excel and email bad for managing real estate investment deals?
Read article - Execution / Concept
What Is a Digital Dealroom? Secure Real Estate Investment Execution, Defined
What is a digital dealroom for real estate investment?
Read article - Investment Structure
The Real Estate Capital Stack Explained: Senior Debt, Mezzanine, Preferred & Common Equity
What is the real estate capital stack (senior debt, mezzanine, preferred equity, common)?
Read article - Audience / Workflow
How Family Offices Execute Private Real Estate Deals: From Sourcing to Settlement | OwnMore
How do family offices invest in and execute private real estate deals?
Read article