Industry Insight
Outlasting the List
Switzerland’s FINMA registry, as of 2025, lists over 1,300 licensed independent wealth managers. But how many are missing? This list
October 21, 2025
Industry Insight
Industry Insight
Monaco and Wealth
After more than twenty years, I found myself back in Monaco. The view from the taxi was precisely as I
October 19, 2025
Industry Insight
Exit Planning for Wealth Managers: Why the US Leads and Switzerland Lags Behind
Succession is no longer a question of “if” but “how”—especially in wealth management, where ageing founder demographics and consolidating markets
October 17, 2025
Industry Insight
Swiss Private Banking: Tradition, Costs and Modern Alternatives
Swiss private banking is renowned for stability, discretion and excellent client service. However, it is no longer defined solely by
October 13, 2025
Industry Insight
RIA vs. Private Bank: A Global Wealth Management Showdown
In the evolving world of wealth management, the debate between Registered Investment Advisors (RIAs) and private banks is gaining global
October 10, 2025
Industry Insight
Independent Wealth Management: What US Investors Can Learn from Switzerland’s Private Banking Model
In a world of increasing financial complexity and globalised wealth, discerning investors and financial advisors alike are re-evaluating what it
October 8, 2025
Industry Insight
The Succession Gap
Between 2000 and 2004, hundreds of Swiss bankers left large institutions to start their own firms. Most were in their
October 7, 2025
Industry Insight
Undervalued: Why Swiss wealth managers may be leaving value on the table
Valuations in the independent wealth management space are evolving rapidly. Despite sound fundamentals, many Swiss firms still trade at a
September 30, 2025
Industry Insight
Custodian Banks: Beyond the Brand
Where trust is built on speed, not just a name In the world of independent wealth management, a quiet shift
September 23, 2025
Industry Insight
Your Clients Are Ageing. Is Your Business?
Wealth doesn’t disappear – but relationships do, if you wait too long. Trust is the foundation of wealth management –
September 18, 2025
Industry Insight
The Mensch
Why real understanding beats automation in wealth management In a world increasingly driven by automation and efficiency, one essential question
September 16, 2025
Industry Insight
Vontobel Summit 2025 in Davos – More than a Conference, a True Experience
Some events are good. A few are great. And then there are those rare occasions that truly inspire – the
September 7, 2025
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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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