Regulations
Did the Bank Mergers Make Us? The Founding Data Points Somewhere Else
Every independent wealth manager has a merger in their origin story. The founding data confirms part of it, refuses to
September 25, 2026
Regulations
Regulations
How to Check a Swiss Wealth Manager’s FINMA Licence
Six free checks that take five minutes: the FINMA register, the supervisory organisation, the client adviser register, Zefix, the ombudsman
August 31, 2026
Regulations
The Front Door Closed
Everyone measures Swiss wealth-management consolidation at the exit. Nobody counted the entrances. New firms per year fell from 55.5 to
August 28, 2026
Regulations
How Four Financial Regulators Approach AI: Switzerland, UK, Singapore, Abu Dhabi
FINMA, the FCA, MAS and Abu Dhabi’s FSRA regulate AI in visibly different ways — and agree on one thing:
August 26, 2026
Regulations
Cross-Border Compliance: Why a Passport Decides Where a Client Can Bank
The country matrix, residence versus nationality, debanking and PEP risk: how cross-border compliance really decides where a client can bank,
August 24, 2026
Regulations
What the KYC Process at a Swiss Private Bank Really Looks Like
Source of wealth, Form A, PEP screening and realistic timelines: how KYC at a Swiss private bank actually works, and
August 17, 2026
Regulations
Debanking in Switzerland: A Quiet Shift in the Client–Bank Relationship
380 per cent in six years. This is the increase in formal “restrictions” imposed by Swiss banks, as reported to
May 25, 2026
Regulations
Swiss Independent Wealth Managers and AMLA
What Changes – and What Stays the Same his article provides general information only and does not offer legal, regulatory
May 22, 2026
Regulations
EU Rules, Swiss Independence
Wealth management has become fundamentally global. Clients live, invest and operate across borders, and capital moves quickly to where it
April 3, 2026
Regulations
Typical Cross-Border Rules in Swiss Wealth Management
A practical overview of how Swiss private banks and independent wealth managers serve clients abroad — and what HNWIs/UHNWIs should
March 13, 2026
Regulations
Data Protection or Data Illusion?
As CEO, board member and shareholder of a small, internationally regulated wealth management boutique, I no longer ask whether my
March 3, 2026
Regulations
FiDA and the long data frustration
Independent wealth managers have long faced the same structural problem: unreliable, incomplete and slow data interfaces with custodian banks. Holdings
February 26, 2026
Explore the Wealth Management Blog Archive by Year
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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