Industry Insight
What if a Transaction Bank Entered the Swiss EAM Space?
Imagine a transaction bank that serves only wealth managers, not their clients.💡 Now imagine that this bank offers no investment
June 25, 2025
Industry Insight
Industry Insight
Wealth Is Moving. Are We Ready? 🌍
Wealth from frontier markets is rising—fast. 🚀 Entrepreneurs, asset holders, and family offices are building serious capital in regions long
June 19, 2025
Industry Insight
175 Years of the Swiss Franc: Stability with Substance
Discover how the Swiss franc became the world’s most trusted currency — and why its strength still matters today. In
June 18, 2025
Industry Insight
Asia Thinks Big
I attended an Association of Independent Wealth Managers Singapore (AIWM) event in April at Singapore Management University. The energy hit
June 10, 2025
Industry Insight
UAE: More than hype – much more
Is the region becoming the new Singapore for independent wealth management? Fifteen years ago, Singapore was the place for independent
June 9, 2025
Industry Insight
When Fame Finds Finance
Could a celebrity co-sign be the next big move for independent wealth managers? It’s no secret that celebrity culture has the
June 3, 2025
Industry Insight
Future of transaction processing
Independent wealth managers are growing. Their clients value personalised advice, flexibility, and independence. However, one part of their daily work
May 29, 2025
Industry Insight
Trust
What if brand names no longer shape tomorrow’s financial decisions, but by the people behind them? In Germany, client and
May 25, 2025
Industry Insight
Open Architecture Wealth Management in Switzerland
What is Open Architecture in Independent Wealth Management? Open architecture in wealth management refers to an approach where independent wealth
May 23, 2025
Industry Insight
Are You Paying Too Much for Prestige?
The Real Cost of Wealth Management Friends often ask me how to choose between private banking and an independent wealth
May 20, 2025
Industry Insight
What Banks Could Learn from Independent Wealth Managers (If They Wanted To…) 🧐
Banks have logos, legacy systems and lengthy processes.Independent wealth managers have… clients who stay. What Banks Could learn. So, what’s
May 13, 2025
Industry Insight
Custodian Banks: Stars or Dogs?
While revisiting a 15-year-old analysis I conducted on the preferred custodian banks of independent wealth managers (EAMs, FIMs), I was
May 6, 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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