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
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
Did the Bank Mergers Make Us? The Founding Data Points Somewhere Else
Every independent wealth manager has a merger in their origin story. The founding data confirms part of it, refuses to
September 25, 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
The Front Door Closed
Everyone measures Swiss wealth-management consolidation at the exit. Nobody counted the entrances. New firms per year fell from 55.5 to
August 28, 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In a recent conversation about independent wealth management, I heard a striking remark: “Europe feels like an outdated museum.”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
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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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