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Wealth management valuation illustrated by scales and coins on a desk
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

Succession planning in wealth management
Industry Insight

Succession Shock

Between a business trip and a panel discussion at the Wealth Management Summit 2026, there was little room for genuine

Wealth management succession lessons from the Zurich Street Parade
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.

Independent wealth management coordination across jurisdictions
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

Single family office investment concept showing financial charts, city skyline, and stormy markets through glasses symbolising clarity, risk management, and strategic wealth planning.
Industry Insight

A Discipline, Not a Given

For decades, wealth management rested on a quiet assumption: that the future would differ from the present without becoming unrecognisable.

Aerial view of a motorway forking into two routes toward a distant city skyline at sunrise, symbolising a merge-or-continue decision
Industry Insight

Disappear Or Merge

People often ask whether independent wealth managers will disappear. In most cases, this is unlikely to be how the transition

Tailor cutting dark fabric by a window, a metaphor for the bespoke wealth management product built on advisor judgment.
Industry Insight

What Is The Product?

In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,

Explore the Wealth Management Blog Archive by Year

The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:

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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.

Stay ahead with actionable industry insight on investment trends, compliance updates, and economic shifts influencing client portfolios and decision-making. This category equips wealth managers and financial professionals with the knowledge to navigate Switzerland’s dynamic financial landscape.

Whether you’re a wealth manager, financial advisor, or finance enthusiast, rely on the “Industry Insights” category for in-depth analysis and timely updates on Swiss wealth management.

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