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Brand awareness in Swiss wealth management is becoming a decisive factor in building trust and driving growth. A recent LinkedIn
The Swiss External Asset Manager (EAM) custody market is dynamic—but it’s far from a level playing field. Smaller and boutique
Family office vs independent wealth manager — this comparison defines how Ultra-High-Net-Worth Individuals (UHNWIs) structure their wealth in 2026. As
Introduction: A Tale of Two Markets While Switzerland and the UK both enjoy a deep-rooted legacy in wealth management, their
When we look at Swiss independent wealth managers today, the data reveals a subtle truth. It’s not just about when
Switzerland’s FINMA registry, as of 2025, lists over 1,300 licensed independent wealth managers. But how many are missing? This list
After more than twenty years, I found myself back in Monaco. The view from the taxi was precisely as I
Succession is no longer a question of “if” but “how”—especially in wealth management, where ageing founder demographics and consolidating markets
Swiss private banking is renowned for stability, discretion and excellent client service. However, it is no longer defined solely by
In the evolving world of wealth management, the debate between Registered Investment Advisors (RIAs) and private banks is gaining global
In a world of increasing financial complexity and globalised wealth, discerning investors and financial advisors alike are re-evaluating what it
Valuations in the independent wealth management space are evolving rapidly. Despite sound fundamentals, many Swiss firms still trade at a
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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