{"id":6649,"date":"2024-07-20T08:01:00","date_gmt":"2024-07-20T06:01:00","guid":{"rendered":"https:\/\/vapa.ch\/?page_id=6649"},"modified":"2025-12-24T09:32:10","modified_gmt":"2025-12-24T08:32:10","slug":"einrichtung-eines-kundenunabhangigen-vermogensverwalters-und-einer-depotbank-durch-drei-parteien","status":"publish","type":"page","link":"https:\/\/vapa.ch\/de\/swiss-independent-wealth-management-blog\/custodian-banks-for-independent-wealth-managers-fim-eam\/tri-party-setup-of-client-independent-wealth-manager-and-custodian-bank\/","title":{"rendered":"Drei-Parteien-Setup: Kunde, Verm\u00f6gensverwalter und Depotbank"},"content":{"rendered":"\t\t
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<\/h4>\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\tsponsored | learn about ads\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t \t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t
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The tri-party setup, which includes a client, an independent wealth manager, and a custodian bank<\/a>, is becoming the go-to model for asset security, transparency, and effective management. This arrangement combines the strengths of each party, offering a comprehensive solution for wealth management.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Understanding the Tri-Party Setup<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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This setup features collaboration among a client, an independent wealth manager, and a custodian bank. It guarantees asset security, transparency, and efficient wealth management.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Client<\/h3>

The client is the cornerstone, seeking guidance to manage and grow their financial assets. They hire an independent wealth manager to create a tailored investment strategy that aligns with their goals and risk tolerance. This approach ensures the client receives personalized advice and continuous support. As a result, the client can confidently pursue their financial objectives.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Independent Wealth Manager<\/h3>

An independent wealth manager operates autonomously, providing unbiased investment advice and portfolio management. With a limited power of attorney (LPOA), they can execute trades, manage investments, and collect fees from the client\u2019s account. This autonomy allows swift responses to market changes, optimising<\/a> the client\u2019s portfolio and enhancing overall performance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Custodian Bank<\/h3>

A custodian bank safeguards the client\u2019s assets. Key roles include holding assets with bank-level security, managing trade settlements, dividend collections, and account statements. The bank provides transparent reporting to the client, separate from the wealth manager\u2019s reports. This transparency ensures clients stay informed and confident in their investments.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Advantages of the Tri-Party Model<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Transparency<\/h3>

Clients receive separate statements from the custodian bank and the independent wealth manager. This dual reporting system allows clients to independently verify their portfolio\u2019s status, enhancing transparency and trust.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Security and Compliance<\/h3>

The tri-party model ensures higher security by separating asset custody from asset management. The custodian bank acts as an independent third party, protecting against potential fraud and mismanagement.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Cost Efficiency<\/h3>

The total assets\u00a0under management (AUM)<\/span>\u00a0often influence custodian bank fees that the wealth manager introduces. A larger AUM can result in better pricing, as the custodian bank<\/a> benefits from economies of scale. This setup allows wealth managers to negotiate lower fees, reducing client costs.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Limited Power of Attorney (LPoA)<\/h3>

A limited power of attorney<\/a> gives an independent wealth manager the authority to make specific financial decisions. They can manage investments and execute trades based on the client\u2019s risk profile. This authorisation allows them to withdraw service fees directly from the client\u2019s account but does not let them withdraw or wire money. Thus, they ensure secure and efficient portfolio management, always aligned with the client\u2019s financial goals and risk tolerance.<\/p>

Case Study: An Illustrative Example<\/h3>

Consider an independent wealth management firm partnering with a leading custodian bank. The wealth manager designs personalised investment strategies tailored to the client\u2019s financial goals. Meanwhile, the custodian bank handles the safe custody and efficient processing of transactions. This collaboration offers clients a seamless wealth management experience, blending strategic advice with robust asset protection.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Client<\/h3>\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t
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The client drives everything, seeking guidance to grow their financial assets. They hire a wealth manager to create a strategy that matches their goals and risk tolerance. This way, they get personalised advice and continuous support.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t

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Independent Wealth Manager<\/h3>\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t
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An independent wealth manager provides unbiased advice and portfolio management. With limited power of attorney, they can execute trades, manage investments, and collect fees. This allows swift responses to market changes, optimising the client's portfolio.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t

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Custodian Bank<\/h3>\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t
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A custodian bank safeguards the client's assets, holds assets securely, manages trade settlements, and handles account statements. The bank provides transparent reporting, separate from the wealth manager\u2019s reports, ensuring clients stay informed and confident.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Conclusion<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The tri-party setup involving a client, independent wealth manager, and custodian bank offers a robust framework for modern wealth management. It provides enhanced security, transparency, and cost efficiency, making it an ideal choice for clients seeking to optimise their financial strategies. By leveraging the strengths of each party, this model ensures that clients\u2019 assets are managed effectively and securely, paving the way for economic success.<\/p>

You can explore resources from reputable financial advisory and custodian services providers for more insights into wealth management strategies and the benefits of the tri-party setup.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Swiss Independent Wealth Management Blog<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tFunctional Location<\/a>\n\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t
6\u00a0Tagen ago<\/span><\/a><\/div><\/div>\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/article>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tPrivate Bankers at a Crossroads \ud83d\udd0d\ud83d\udcbc<\/a>\n\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t
1\u00a0Woche ago<\/span><\/a><\/div><\/div>\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/article>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWhere New Wealth Is Born: Asia, the UAE and the Future of Global Wealth Hubs<\/a>\n\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t
1\u00a0Woche ago<\/span><\/a><\/div><\/div>\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/article>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tThe question every Relationship Manager asks.<\/a>\n\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t
2\u00a0Wochen ago<\/span><\/a><\/div><\/div>\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/article>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tFintech made us stronger.<\/a>\n\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t
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\n\t\t\t\t\t\tEU Rules, Swiss Independence<\/a>\n\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t
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The Independent Wealth Management Advantage<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Explore the world of independent wealth management in Switzerland, a sector often depicted ironically in movies as a place to hide money through numbered accounts, a relic of the past. However, it’s essential to note that the reality of Swiss wealth management is far more regulated and transparent today. Discover the facts behind this cinematic myth by visiting our VAPA Swiss Independent Wealth Management blog. We provide insightful and up-to-date information on this industry, shedding light on its modern practices and regulations. Don’t miss the chance to demystify the myths and explore the genuine world of wealth management in Switzerland<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"A<\/a><\/figure>

independent wealth managers<\/a><\/h3>

Unlock your path to wealth management success! Independent managers focus on your needs, offering transparent, tailored strategies. With Swiss precision and open architecture, they provide expert guidance and diverse options. Start your financial journey today!<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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From Education to Independence<\/a><\/h3>

Kickstart your path to a successful banking career with our expert guide! From securing the right education and certifications to mastering networking and becoming an independent wealth manager, this roadmap equips you for professional growth and success in finance. Start your journey to excellence today!<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Two<\/a><\/figure>

Compensation Models<\/a><\/h3>

Navigate the complexities of wealth management compensation with ease! Discover the stark contrasts between traditional banks and independent firms, and learn how transparent, performance-linked models enhance motivation, reduce stress, and align interests for both managers and clients. Experience a more transparent, fairer approach to wealth management today!<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Personalised<\/a><\/h3>

Independent wealth managers prioritise personalised and adaptable strategies in managing clients' assets, focusing on building strong, long-lasting relationships. They stand apart with their entrepreneurial mindset, providing customised financial solutions that cater to the unique needs and goals of each client.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Pricing Myth<\/a><\/h3>

Independent wealth managers in Switzerland often surpass private banks in cost-effectiveness, offering transparent, client-focused fee structures. This approach contrasts with potential hidden fees and in-house product reliance at banks, thus providing superior overall financial value and tailored solutions.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The Vital Role of Custodian Banks<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Custodian banks in Switzerland are crucial to the success of independent wealth managers. They offer more than asset protection; they provide essential services that support growth and innovation in the financial sector. These partnerships are crucial to maintaining Switzerland\u2019s leading position in global finance. Discover more about the vital contributions of custodian banks on our VAPA Swiss Independent Wealth Management blog<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"A<\/a><\/figure>

custodian Banks<\/a><\/h3>

Custodian banks in Switzerland ensure regulatory compliance and secure transaction processing. Their focus on operational transparency and asset protection sets them apart, making them vital to the stability and trust within the wealth management sector. This strategic role reinforces Switzerland's financial leadership.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Tri-Party Setup<\/a><\/h3>

A tri-party setup between the client, wealth manager, and custodian bank enhances transparency and efficiency. This structure ensures tailored services and secure asset management, reinforcing trust in Switzerland's financial sector.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Wealth<\/a><\/figure>

Selecting the best custodian bank<\/a><\/h3>

Choosing the best custodian bank is vital in independent wealth management. It directly impacts client satisfaction. By aligning services with client goals and leveraging technology, you can provide tailored solutions. This strategic decision strengthens your role as a trusted advisor and ensures success in a competitive market.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Wealth Security Through Multibanking Strategy<\/a><\/h3>

Using multiple custodian banks is key in wealth management. Not only does it lower risk, but it also boosts financial stability. By spreading assets, you enhance security while optimising strategy. As a result, this approach strengthens client protection, increases flexibility, and ensures sustainable success.\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The Power of Open Architecture in Wealth Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Open platforms are vital to the success of independent wealth managers in Switzerland. They offer flexibility in product choices and drive growth and innovation in the financial sector. These platforms allow wealth managers to create tailored investment strategies that meet each client\u2019s unique needs while ensuring transparency. Learn more about the benefits of open platforms for independent wealth managers on our VAPA Swiss Independent Wealth Management Blog<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"A<\/a><\/figure>

Open Platform<\/a><\/h3>

For those exploring Swiss wealth management, the open platform approach offers crucial flexibility. By accessing various custodian banks and investment products, wealth managers can provide tailored solutions, ensuring each decision aligns with client goals while maintaining transparency.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Multibanking<\/a><\/h3>

For High Net Worth Individuals and Ultra High Net Worth Individuals, multibanking is essential in asset management, providing risk diversification, specialised expertise, and consolidated information for effective risk management. This approach not only enhances investment strategies but also ensures financial solutions and global market insights.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Graphic<\/a><\/figure>

Open Architecture<\/a><\/h3>

for those exploring the swiss wealth management sector, it's imperative to have a clear understanding of their available investment universe. whether drawn to the structured offerings of proprietary architecture or the customised solutions of open architecture, their decision should mirror their financial narrative and ambitions.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"A<\/a><\/figure>

Consolidated Reporting<\/a><\/h3>

For those navigating Swiss wealth management, a consolidated multi-banking view is crucial. Effective portfolio management systems should offer transparency and flexibility, ensuring comprehensive oversight while aligning with cross-border complexities and client growth strategies.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The Dynamic Lifestyle of a Wealth Manager<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth management comes with its share of stress, but seasoned professionals know how to balance the pressure. Indulging in luxury watches, high-end cars, and exclusive experiences, along with unwinding with industry-related books or movies, helps them manage the intense demands of the job. Discover on our VAPA Swiss Independent wealth management blog<\/a> how wealth managers navigate stress and find moments of relaxation amidst their high-stakes careers.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Wealth<\/a><\/figure>

Wealth Manager Lifestyle<\/a><\/h3>

Wealth managers thrive on balancing market challenges and client satisfaction. Upswings bring success, while downturns test their skills. Personal connections are key, blending work and social interactions. Leisure time is crucial to staying sharp in this high-pressure career.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Happy<\/a><\/figure>

Movies every Banker should Watch<\/a><\/h3>

Unlock the financial world's secrets through cinema! Whether you're unwinding after a long day or seeking inspiration, dive into our hand-picked selection of must-watch movies for every banker. from thrilling Wall Street dramas to eye-opening financial documentaries, these films offer a unique blend of entertainment and industry insights.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Selection<\/a><\/figure>

Top Watches for Swiss Wealth Managers<\/a><\/h3>

Choosing the right watch goes beyond style; it reflects your values and appreciation for craftsmanship. Which watch best represents your professional identity? Explore our top picks and find out. In Swiss wealth management, precision and attention to detail are paramount. Each of these eight watches has earned its place.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Stack<\/a><\/figure>

Money Matters: Entertaining Books<\/a><\/h3>

reading these books offers a delightful diversion in the fast-moving world of wealth management. thus, exploring these titles not only gives a much-needed break but also enhances your understanding of the diverse aspects of finance. ideal for both seasoned investors and those new to the field, these books are a delightful blend of Crime and finance.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Wealth<\/a><\/figure>

Top-Tier Cars Favoured by Wealth Managers<\/a><\/h3>

In the Swiss finance sector, particularly for private bankers and wealth managers in Zurich, a car is far more than a mere transport means. It's a status symbol, meticulously chosen, especially when clients are out of sight. With Swiss clients, understatement rules<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Two<\/a><\/figure>

Luxury Champagnes for Wealth Managers<\/a><\/h3>

In wealth management, Champagne is far more than a drink. For wealth managers and bankers, it\u2019s a symbol of achievement, chosen to reflect taste. With Swiss clients, elegance and understatement reign.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Stylish<\/a><\/figure>

Sports for Wealth Managers<\/a><\/h3>

In wealth management, sport is more than activity. For private bankers, it\u2019s positioning \u2014 a lifestyle signal that mirrors client values. In Swiss circles, quiet confidence always wins over loud ambition.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Die Drei-Parteien-Konstellation, die einen Kunden, einen unabh\u00e4ngigen Verm\u00f6gensverwalter und eine Depotbank umfasst, wird immer mehr zum bevorzugten Modell f\u00fcr Verm\u00f6genssicherheit, Transparenz und effektive Verwaltung. Dieses Arrangement kombiniert die St\u00e4rken der einzelnen Parteien und bietet eine umfassende L\u00f6sung f\u00fcr die Verm\u00f6gensverwaltung. Verst\u00e4ndnis des Drei-Parteien-Konzepts Dieses Konzept zeichnet sich durch die Zusammenarbeit zwischen einem Kunden, einem unabh\u00e4ngigen Verm\u00f6gensverwalter und einer Depotbank aus. Sie garantiert Verm\u00f6genssicherheit, Transparenz und eine effiziente Verm\u00f6gensverwaltung. Der Kunde Der Kunde ist der Eckpfeiler, der Beratung bei der Verwaltung und Vermehrung seines Finanzverm\u00f6gens sucht. Er beauftragt einen unabh\u00e4ngigen Verm\u00f6gensverwalter mit der Ausarbeitung einer massgeschneiderten Anlagestrategie, die auf seine Ziele und seine Risikobereitschaft abgestimmt ist. Dieser Ansatz gew\u00e4hrleistet, dass der Kunde eine pers\u00f6nliche Beratung und kontinuierliche Unterst\u00fctzung erh\u00e4lt. Auf diese Weise kann der Kunde seine finanziellen Ziele selbstbewusst verfolgen. Unabh\u00e4ngiger Verm\u00f6gensverwalter Ein unabh\u00e4ngiger Verm\u00f6gensverwalter arbeitet selbstst\u00e4ndig und bietet unvoreingenommene Anlageberatung und Portfolioverwaltung. Mit einer beschr\u00e4nkten Vollmacht (LPOA) kann er Gesch\u00e4fte ausf\u00fchren, Anlagen verwalten und Geb\u00fchren vom Konto des Kunden einziehen. Diese Autonomie erm\u00f6glicht es, schnell auf Marktver\u00e4nderungen zu reagieren, das Kundenportfolio zu optimieren und die Gesamtperformance zu steigern. Depotbank Eine Depotbank verwahrt das Verm\u00f6gen des Kunden. Zu den wichtigsten Aufgaben geh\u00f6ren die Verwahrung von Verm\u00f6genswerten mit bank\u00fcblicher Sicherheit, die Verwaltung von Handelsabrechnungen, Dividenden ...<\/p>","protected":false},"author":1,"featured_media":6707,"parent":6559,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_122096905244470929_329580246915571":"","twitter_1821932287224696832_1821932287224696832":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","_uag_custom_page_level_css":"","footnotes":""},"class_list":["post-6649","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nTri-Party Setup | independent wealth management<\/title>\n<meta name=\"description\" content=\"The client seeks guidance to manage assets, hiring a wealth manager for a tailored strategy in a tri-party setup for wealth management.\" 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tri-party setup, which includes a client, an independent wealth manager, and a custodian bank, is becoming the go-to model for asset security, transparency, and effective management. 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