Publications
We Manage Trust, Not Products
To mark its 40th anniversary, the Swiss Association of Asset Managers (VSV/ASG) published a special edition. It looks at how
July 22, 2026
Publications
Publications
Swiss EAMs Look Forward After Regulation: Consolidation?
This news service recently spoke to a figure in Switzerland’s independent wealth management sector about the impact of new regulations
May 27, 2026
Publications
Finews Interview: “I Have Had Mentors in Every Phase of My Life”
Patrick Stauber, CEO of Marcuard Heritage, is proud of his strong affinity for numbers and would advise his younger self
January 30, 2026
Publications
Banks & Your Data 🔍
How banks build your data profile Have you ever noticed how much data your bank really collects about you? The
December 16, 2025
Publications
Traditional wealth management evolves with new markets, younger clients and modern tech
A dynamic, innovative environment for financial services makes the UAE a magnet for traditional wealth management and modern fintech. The
July 15, 2024
Publications
Compensation Models For Wealth Manager RMs: A Look At Switzerland’s EAMs
The author of this article argues that selecting the optimal wealth management platform entails meticulously examining compensation frameworks. A topic
November 29, 2023
Publications
Banks’ Shift From Open Architecture To In-House Products – What’s Driving Change?
In this guest commentary, a senior Swiss EAM executive argues that the return of in-house products isn’t necessarily negative. For
November 24, 2023
Publications
A Modern Private Banking Hybrid?
In the ever-evolving landscape of private banking, an intriguing trend emerges. The independent wealth manager appears more frequently as a
September 29, 2023
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The “Publications” category offers a treasure trove of insights into Swiss independent wealth management. Delve into a curated selection of thought leadership pieces, research papers, and informative articles, each crafted to enhance your financial acumen.
At the heart of this collection lies a wealth of expertise, offering perspectives shaped by years of experience in the financial sector. Whether navigating investment strategies, seeking advice on tax planning, or exploring the latest market trends, these publications serve as a guiding light.
This category is a comprehensive resource designed for both novices and seasoned investors. It includes everything from in-depth research reports and investment opportunities to practical guides on financial planning. The goal is to equip you with the tools and knowledge necessary for economic success.
Embark on your path to financial mastery with the “Publications” category. These resources are more than just informational—they are stepping stones to optimising wealth management strategies. Stay informed, empowered, and ahead in the dynamic world of finance.
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