Industry Insight
Custodian Banks: A Closer Look at Key Players 💼
Selecting the right partner to secure and manage client assets is critical for custodian banks, particularly in the context of
April 6, 2023
Industry Insight
Industry Insight
Simplified Wealth Management: Unlocking the Power of Omnibus Accounts with Segregated Sub-Accounts
Are you an independent wealth manager struggling to manage the assets of clients booked at multiple banks? Do you lack
April 3, 2023
Industry Insight
Revolutionising Wealth Management: The Case for a Shared Economy in Investment Know-how
Covering non-traditional investment themes like direct lending and alternative investments requires significant effort. This is especially true for small banks
February 23, 2023
Industry Insight
Has the turn of the year already taken place?
Historically, the turn of the year was a symbolic “closing event.” People reorganised their workplaces, cleaned email directories, sharpened pencils,
February 5, 2023
Industry Insight
The future private banking cities
Where is the future of private banking taking shape? ChatGPT offers a clear perspective on the future of private banking
January 9, 2023
Industry Insight
Push-back by Custodian Banks
Banks are increasingly pushing independent wealth managers to enter securities transactions into their online systems. While this practice is not
December 20, 2022
Industry Insight
Balancing the Books: Understanding the Role of Balance Sheets in Wealth Management and Banking 📊🏦
Wealth managers are often questioned about their balance sheets. However, this economic factor is predominantly significant for banks rather than
November 5, 2022
Industry Insight
The Wealthy Client’s Dilemma: Choosing Between Banks and Independent Wealth Managers 🏦💼
For wealthy clients, banks offer essential operational functions, including access to various in-house products and online banking. We actively monitor
September 5, 2022
Industry Insight
Navigating Supply Shortages and Market Changes in Automotive and Private Banking 🚗🏦
The semiconductor shortage severely impacts the automotive industry, reducing comfort options for new car orders. Manufacturers hesitate to disclose specific
July 14, 2022
Industry Insight
Navigating the Awards Landscape for Swiss Wealth Managers 🏆
Winning an award can be thrilling, but it raises the question of whether the recognition is worth the effort and
July 5, 2022
Industry Insight
Simplifying Account Opening: The Quest for Standardisation in Swiss Wealth Management 📝🏦
In independent wealth management, firms typically collaborate with multiple banks to serve their wealthy clients. A notable challenge in this
June 25, 2022
Industry Insight
The Ageing Client Challenge in Swiss Independent Wealth Management 🕰️💼
Swiss independent wealth management has grown mainly through long-standing relationships. Many relationship managers and firm owners bring decades of private
May 10, 2022
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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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