Industry Insight
The 5 Swiss Cantons Independent Wealth Managers Flock To – and Why
When launching an independent wealth management firm, the question isn’t “where do I want to live?” – “Where does my
September 2, 2025
Industry Insight
Industry Insight
UK Non-Dom Abolition Triggers Global Wealth Relocation
Introduction The United Kingdom’s decision to abolish its long-standing non-domiciled (“non-dom”) tax regime has triggered a new wave of wealth
August 31, 2025
Industry Insight
UHNWI Services in Switzerland – Wealth Management for Ultra High Net Worth Individuals
Ultra High Net Worth Individuals (UHNWI) – defined as individuals with assets exceeding USD 30 million – require a sophisticated,
August 25, 2025
Industry Insight
The Swiss wealth management landscape is evolving
The Swiss wealth management landscape is evolving. Independent wealth managers have a rare opportunity to shape the next chapter —
July 29, 2025
Industry Insight
Platzreife in Switzerland
The Ultimate Golf Licence for Private Bankers In Switzerland, obtaining the Platzreife golf licence is more than a sporting formality—it
July 26, 2025
Industry Insight
Swiss Wealth Landscape: What Comes After Credit Suisse?
When a giant like Credit Suisse disappears, it’s not just a brand that vanishes – it’s an institution that helped
July 25, 2025
Industry Insight
TER is Just the Tip of the Iceberg
TER Is Just the Tip of the Iceberg 🎯 The Total Expense Ratio (TER) is often the primary metric used
July 22, 2025
Industry Insight
Why Independent Wealth Managers Spike
The founding years of today’s FINMA-licensed independent wealth managers show clear waves. These spikes aren’t by chance—they reflect moments of
July 18, 2025
Industry Insight
Weak USD 📉
In times of currency volatility, few developments carry as much weight as a weakening US dollar. For independent wealth managers
July 9, 2025
Industry Insight
What’s Your Wealth Firm Really Worth? 🔍
The valuation in Wealth Firms isn’t just a number – it’s a strategy. Everyone in independent wealth management has heard
July 8, 2025
Industry Insight
Top Independent Swiss Wealth Managers – How to Choose the Right Partner in Switzerland
A Swiss wealth manager plays a crucial role in preserving and growing the assets of high-net-worth individuals (HNWI) and ultra-high-net-worth
June 30, 2025
Industry Insight
What El Gouna and Swiss Wealth Managers Have in Common 🔍
At first glance, a Red Sea resort and a Swiss independent wealth management office couldn’t be further apart. But look
June 29, 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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