03Sep2025

IT Infrastructure: Wealth Managers vs Banks

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog are solely my own and do not reflect those of any institutions or organisations with which I am affiliated. These posts are intended to share personal insights and should not be interpreted as official statements.

Independent Wealth Managers vs Traditional Banks IT Infrastructure

Diving into the captivating realm of IT infrastructure in the finance sector! πŸ’ΌπŸŒ

πŸ”— Legacy vs. Agility

Did you know that older banks are often bound by legacy IT infrastructure that can limit agility? On the flip side, independent wealth managers boast a leaner and more modern structure, primed to respond to tech changes swiftly.

πŸ“± BYOD & Flexibility

“Bring Your Own Device” and secure sandboxes are standard practices among many independent wealth managersβ€”a sign of an adaptive and forward-looking work culture.

☁️ Cloud Pioneers in IT Infrastructure

Long before covid19, many independent wealth managers already had the cloud in their toolkit. A head start that made working from home seamless!

πŸ’° Budget & Precision

Big budget vs. targeted investment? Banks might have a larger IT infrastructure budget, but independent wealth managers have the edge in crafting tailored solutions for their clientele.

The takeaway? Both have their strengths and are indispensable in our digital age. It’s not about which model is “better” but how we leverage the strengths and set our requirements to do our job.

Source: LinkedIn

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Discover how today’s private bankers can break free from traditional institutions and build truly independent client relationships. This guide shares the strategies, challenges, and opportunities behind a successful move into independent wealth management.

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