17Jul2025

When Time Is No Longer on Your Side: Succession

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

Succession planning is no longer optional for EAM and FIM owners—it’s a strategic priority that defines continuity, value, and long-term relevance.

Yes, 60 is the new 40. But let’s be honest—80 is not the new 50. Not everyone lives like a Swiss mountain guide with a perfect diet and gym routine.

If you’re a Swiss EAM/FIM owner, you’ll notice it at some point: Your clients are ageing. And the average age is no longer going down.

That’s the moment to act.
Because when the numbers stop moving, it means it’s getting late.

The real question is not when you want to retire, but whether your business will survive without you.

Nobody can replace you as an entrepreneur. But you can still build a succession team:

  • ✅ Younger relationship managers for the next generation
  • ✅ Management staff who carry your values
  • ✅ A structure that’s ready to continue

Succession isn’t just “being around”. It’s making sure someone else will be. And it doesn’t start at 65.

Are you building something that can continue without you? Or simply waiting for the lights to go out?

Succession is not about stepping back. It’s about preparing for the future. Now is a good time.

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Checklist graphic about succession planning for EAM/FIM firms, highlighting urgency and next-gen transition

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