A few weeks ago, I arranged a small replacement installation at home. The quote arrived quickly – almost suspiciously efficient. Then… silence. There was no update, no schedule, and nothing moved. Things progressed only after a follow-up. Classic.
That’s when I thought: Thank goodness banking works differently. Of course, not everything in finance is perfect. But it’s usually well-structured. Roles are clear. Communication flows. People take ownership. And when things get complex, that’s where it counts.
Another moment:
I sold my Bavarian last year, but I still receive regular reminders about warranty extensions. That’s fair enough.
But somehow, my second car was also assigned to the new owner in the CRM. Almost like a quiet deal: Buy one, get one free. 🎁
Imagine that in Swiss banking:
“We’ve reassigned your investment account to another client. Sharing is caring.”
Then there was the furniture delivery.
Time window: 08:00–12:00. Delivery at 15:00.
In Swiss Banking terms, that’s:
“We’ll execute the trades – sometime today. Just keep your laptop open.”
Now, I’m not blaming anyone. These things happen.
But they do remind me how much I value reliable processes.
Swiss banking excels in many areas, particularly in structure, timing, and trust.
Things don’t just happen. They happen on purpose.
And if you work with an independent wealth manager?
Then you get the same reliability with that extra bit of personal care.
It’s the kind of difference you feel, not just see.
Quelle: LinkedIn
