Industry Insight
1810 on Paper: The Oldest Swiss Wealth Managers, and What the Register Does Not Prove
The oldest Swiss wealth managers go back to 1810 on paper. Twelve firms out of 1,358 can show, in their
October 23, 2026
Industry Insight
Industry Insight
Munich and a Missing Piece
I went to Munich for the Oktoberfest and came back thinking about custody. More precisely, I came back thinking about
October 2, 2026
Industry Insight
Is an independent wealth manager an e-bike?
I ride an e-bike, and I know exactly what some people think of it. That it is a shortcut. That
October 1, 2026
Industry Insight
Private Bank, External Asset Manager or Family Office: Which Structure Fits
Private bank, external asset manager or family office? Who holds the assets, who earns what, what each really costs, and
September 16, 2026
Industry Insight
Independent Wealth Manager Salary
What does an independent wealth manager actually earn? How compensation models work and how they compare with private banking.
August 27, 2026
Industry Insight
Wealth Management in Switzerland: The Definitive Guide
How the Swiss wealth management market is actually structured: the four provider types, what each costs, who regulates them, and
August 21, 2026
Industry Insight
What Is It Worth?
One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation
August 20, 2026
Industry Insight
Succession Shock
Between a business trip and a panel discussion at the Wealth Management Summit 2026, there was little room for genuine
August 11, 2026
Industry Insight
Pick Your Own Truck
A million people on the Bahnhofstrasse today. Statistically, a few thousand of them manage other people’s money for a living.
August 8, 2026
Industry Insight
What Is Holding Swiss Wealth Management Back?
A little over ten years ago, two aspiring independent wealth managers from Hong Kong visited us in Switzerland to learn
July 28, 2026
Industry Insight
Europe Is Falling Behind
In a recent conversation about independent wealth management, I heard a striking remark: “Europe feels like an outdated museum.” In
July 23, 2026
Industry Insight
The Biggest Shelf No Longer Wins
For most of modern wealth management, the advantage belonged to whoever had the biggest shelf. Today, independent wealth management is
July 21, 2026
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The “Industry Insight” category is your essential source for updates and trends in Switzerland’s independent wealth management sector. Explore expert industry insight on market movements, regulatory changes, and economic factors shaping wealth management strategies.
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