28Aug2025

One opinion is not enough ๐Ÿ”๐Ÿ“Š

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

What helps an advisory client more? A single in-house view from a big bank? Or multiple research sources from an independent wealth manager?

The question sounds simple. The answer is not.

๐Ÿฆ The in-house view:

Most banks rely on centralised research, which is clear, structured, and easy to explain. Clients get one opinion, one voice, and one message. However, hereโ€™s the issue: It presents only one perspective.

๐ŸŒ The multi-research model:

Independent wealth managers use different sources. They compare investment banks, research houses, and independent analysts. Clients gain access to diverse views. They donโ€™t just get answersโ€”they get context. That makes all the difference.

In complex markets, one voice is not enough. Clients need to ask: โ€“ What do other experts think? โ€“ Are there strong counter-arguments? โ€“ Is this analysis unbiasedโ€”or product-driven?

๐Ÿง  More insight = better decisions

Knowledge builds confidence. When clients view things from different perspectives, they make more informed decisions, ask better questions, and better understand risk and opportunity.

Multi-research brings that clarity. It does not mean โ€œmore reports.โ€ It means relevant comparisons. Competent advisory is all about showing the client what and why.

๐Ÿ“Œ Bottom line:

Multi-research is not a luxury; itโ€™s a better way of thinking. Clients deserve more than one opinion. They need perspective, independence, and genuine insight.

Thatโ€™s what builds trust.

Source: LinkedIn

No votes yet.
Please wait...
Illustration of one standout businessperson running ahead of a uniform group

Beyond the Bank โ€“ A Private Bankerโ€™s Path to Independence

Discover how todayโ€™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.

Get Your Monthly Insights!

* indicates required


Please select all the ways you would like to hear from vapa.ch:

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit our website.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices.