
What Is It Worth?
One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation
⚠️ AI-assisted translation – minor discrepancies possible.

One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation

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

A million people on the Bahnhofstrasse today. Statistically, a few thousand of them manage other people’s money for a living.

A little over ten years ago, two aspiring independent wealth managers from Hong Kong visited us in Switzerland to learn

In a recent conversation about independent wealth management, I heard a striking remark: “Europe feels like an outdated museum.” In

For most of modern wealth management, the advantage belonged to whoever had the biggest shelf. Today, independent wealth management is

When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.

For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size

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

Media Visibility: Q2 2026 · Q3 2026 · the standing ranking This is the first edition of a quarterly series

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

In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
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:
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.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.
search the blog
popular topics