Personal Views
Racehorses, Networking & Inspiration
On Sunday, 21 September 2025, I had the pleasure of attending the Range Rover Jockey Club Race Day in Dielsdorf
September 21, 2025
Personal Views
Personal Views
Banker Sports with Style
In private banking, sport is more than exercise – it’s soft power. It’s where relationships are built, reputations are shaped,
September 6, 2025
Personal Views
Golf is like Wealth Management – success begins with patience ⛳️
✨ What golf in Crans-Montana taught me about wealth, AI and leadership… This weekend in Crans-Montana – the home of
August 30, 2025
Personal Views
Who’s in Your Network? Here’s What I Found
What if the roles in your network could reveal the future of business itself? I analysed my LinkedIn connections, and
August 28, 2025
Personal Views
Global Financial Centres Ranking: Stability or Risk?
The Global Financial Centres Index (GFCI) is the benchmark that investors, regulators, and governments watch closely. From Zurich to Singapore,
August 27, 2025
Personal Views
Switzerland on 1 August 2025: With Charm, Cheese, and Character
Today we celebrate our National Day – a perfect time to honour a country that prefers a steady marathon pace
August 1, 2025
Personal Views
When Time Is No Longer on Your Side: Succession
Succession planning is no longer optional for EAM and FIM owners—it’s a strategic priority that defines continuity, value, and long-term
July 17, 2025
Personal Views
Managing Wealth and Monitors: A 2025 Desk Story
A serious question – with just enough Sunday energy. Walk into any Swiss office in independent wealth management, and you’ll
July 13, 2025
Personal Views
Out of the Office. The auto-reply is set.
The out-of-office message is polite: “I will have limited access to email.” Notifications are silenced. The laptop is packed away.
July 6, 2025
Personal Views
One Room, Twelve Seasons 🧣🌴
When summer hits our office, things heat up… and cool down. At the same time, we run twelve seasons. Let’s
July 1, 2025
Personal Views
From Pharaohs to Brussels – Is Europe Facing Its Own Civilisational Decline? 🌍
Thinking in generations means recognising the signs of historical shift. Ancient Egypt once stood as a beacon of civilisation, rich
June 27, 2025
Personal Views
Where Suits Work – by ChatGPT 👔🌍
Wearing a suit daily can appear elegant, sophisticated, and professional. However, that elegance quickly fades if the weather doesn’t cooperate.
June 12, 2025
about this topic
The “Personal Views” category within Swiss independent wealth management is a dedicated space for sharing individual insights and experiences in wealth management. This section offers a unique platform for professionals to express their thoughts, reflections, and perspectives on managing wealth in Switzerland.
Explore personal stories and viewpoints from seasoned wealth managers and financial experts. Learn about diverse content ranging from career journeys in Swiss wealth management to individual opinions on prevailing industry trends and investment strategies.
This category delves into the human aspect of wealth management. It showcases how personal experiences and diverse philosophies shape professional practices in the Swiss financial sector. The “Personal Views” category fosters a community where professionals can connect and contribute unique insights.
This category is invaluable for those seeking a comprehensive, personal understanding of wealth management. Through reflective and insightful content, it enriches Swiss wealth management’s knowledge base and understanding.
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