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
July 21, 2026
Industry Insight
Industry Insight
What Does a Wealth Manager Really Do? Explained to a Wine Expert
When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.
July 16, 2026
Industry Insight
A Useful Resource for Swiss Wealth Management
For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size
July 15, 2026
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.
July 14, 2026
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
July 2, 2026
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,
June 25, 2026
Industry Insight
What Does an Independent Wealth Manager Do?
Many Private Bankers ask a straightforward question when exploring independence. What does an independent wealth manager do in practice? At
June 15, 2026
Industry Insight
Independent Wealth Manager Explained
An independent wealth manager operates outside a bank. However, independence means much more than organisational distance. In practice, this model
May 15, 2026
Industry Insight
Incentive Structures
Every few years, the same pattern repeats inside large private banks. A new chapter is announced, packaged as a fresh
May 5, 2026
Industry Insight
Fiat 500 or 7 Series BMW?
The question of an independent wealth manager vs a bank is often difficult to explain — especially to those new
April 28, 2026
Industry Insight
Why Independent Wealth Managers Matter 💼
The importance of independent wealth managers is often misunderstood. In finance, as in politics, people tend to label extremes as
April 21, 2026
Industry Insight
Functional Location
“Location, location, location” is often misunderstood as a question of prestige or outlook. In reality, location is about options —
April 16, 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.
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