Regulations
When Familiar Mountains Still Feel New 🔑✨
A move within Switzerland sounds simple. After all, mountains are mountains. Yet anyone who has shifted from one valley to
February 3, 2026
Regulations
Regulations
Financial Transparency or Just Box-Ticking? 💭
Be honest: who really reads a Cookie Policy before clicking “Accept”? Hardly anyone. We all know the routine — click,
January 15, 2026
Regulations
Strategic Dynamics of U.S. Independent Wealth Management
Note: This article builds on the overview of Independent Wealth Management in the U.S. and examines the economic, structural, and
December 1, 2025
Regulations
Basel AML Index: A Standard, but Still an Incomplete Picture
The Basel AML Index is widely regarded as a global benchmark for understanding financial crime exposure. Over the years, it
November 25, 2025
Regulations
Independent Wealth Management in the U.S.
This article summarises the structure, regulation, and terminology of the U.S. independent wealth-management industry. All factual statements are based on
November 17, 2025
Regulations
Risk Boxes
Who Defines “High Risk”? In wealth management, advisors often place clients into risk categories, and as a result, labels like
November 11, 2025
Regulations
Easier Cross-Border Markets for Swiss Wealth Managers 🌍
Why Swiss private banks and independent wealth managers remain the preferred cross-border partners — and how to work with them
October 24, 2025
Regulations
How to Write a Strong KYC Narrative: A Guide for Relationship Managers
In today’s compliance environment, a strong KYC (Know Your Customer) narrative is essential for every Relationship Manager. KYC sits at
October 6, 2025
Regulations
Private Banking or an Independent Wealth Manager (EAM) – The Better Choice in Switzerland
Private Banking vs Wealth Management in Switzerland is one of the most critical choices for wealthy individuals today. This article
September 17, 2025
Regulations
KYC feels like writing an essay…
Do you remember school days? You spent hours writing an essay, making sure the structure was right. But in the
September 10, 2025
Regulations
Regulatory Training
Are 4-Hour Regulatory Trainings on Mondays Helping Anyone? Swiss wealth managers: Is this format still realistic – or is it
July 31, 2025
Regulations
Western Influence in PEP Checks
A Challenge for Global Wealth Managers Imagine an independent wealth manager in Zurich, London or Singapore losing a promising client
July 14, 2025
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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