Privacy and Cookies Policy | SeventyOne GmbH – VAPA Blog
This privacy and cookies policy outlines how SeventyOne GmbH, as the operator of the VAPA platform, processes personal data and uses cookies in compliance with the Swiss Federal Data Protection Act (DSG) and the EU General Data Protection Regulation (GDPR).
Responsible Entity
SeventyOne GmbH
c/o Patrick Stauber
Bühlstrasse 24
8125 Zollikerberg
Switzerland
Email:
Data Protection Officer: Patrick Stauber
Purpose of this Privacy and Cookies Policy
This privacy and cookies policy serves to inform you about the type, scope, and purpose of data collection and the use of cookies when you visit our website.
Commitment to Data Security
We implement technical and organisational safeguards to protect your data from unauthorised access, manipulation, and loss. However, full data security on the internet cannot be guaranteed.
Legal Basis for Data Processing
Our privacy and cookies policy ensures transparency around our processing activities, which are based on:
- Consent (Art. 6(1)(a) GDPR)
- Performance of a contract (Art. 6(1)(b) GDPR)
- Legal obligation (Art. 6(1)(c) GDPR)
- Vital interests (Art. 6(1)(d) GDPR)
- Legitimate interest (Art. 6(1)(f) GDPR)
Cookies Policy
This website uses cookies to personalise content, track usage, and improve functionality. Our cookies policy allows you to manage preferences using the integrated CookieYes system. You can disable cookies through your browser settings.
Server Logs
When visiting our site, we collect anonymised data such as IP address, browser type, referring URL, and timestamp, in line with this privacy and cookies policy.
SSL/TLS Encryption
To protect data in transit, our website uses SSL/TLS encryption. Look for “https://” and a lock icon in your browser bar to confirm secure transmission.
Contact Forms and Communication
Information submitted via contact forms is stored for the purpose of processing inquiries in accordance with this privacy and cookies policy. Your data will not be shared without your explicit consent.
Comments and IP Address Storage
When users comment, we store IP addresses as permitted by this privacy and cookies policy to prevent misuse and enable legal enforcement if necessary.
Third-Party Services Covered in this Privacy and Cookies Policy
- Google Analytics (with anonymised IP and opt-out option)
- Google Fonts, YouTube, Maps, reCAPTCHA
- LinkedIn Insight Tag
- Mailchimp (for newsletter delivery)
- Amazon Affiliate Programme
- CookieYes (consent tool)
- CleanTalk, FluentSMTP, Revive Social, Broken Link Checker
- Post Views Counter (visitor tracking)
- Elementor and Addons (layout and functionality)
Use of Google Analytics
We use Google Analytics to track usage in line with this privacy and cookies policy. Your IP address is anonymised. You can opt out using this browser plugin.
Newsletter and Email Consent
By signing up for our newsletter, you agree to our privacy and cookies policy. You may unsubscribe at any time. Mailchimp ensures your data is handled securely.
Your Rights
Under this privacy and cookies policy, you may request:
- Access to personal data
- Rectification or deletion
- Restriction or objection
- Data portability
- Lodge a complaint with a data authority
International Data Transfers
Tools we use may transfer data to the USA. By using this website, you consent to this under our privacy and cookies policy, with awareness of associated risks.
Amendments to this Policy
We may update this privacy and cookies policy without notice. The current version is always available on our site. Substantial changes will be announced clearly.
Objection and Removal Requests
If you wish for your company, name or content to be removed from this website, email . We will review your request promptly.
Legal Notice: View our Legal Notice
Swiss Independent Wealth Management Blog
The Independent Wealth Management Advantage
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.
independent wealth managers
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!
From Education to Independence
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!
Compensation Models
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!
Personalised
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.
Pricing Myth
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.
The Vital Role of Custodian Banks
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’s leading position in global finance. Discover more about the vital contributions of custodian banks on our VAPA Swiss Independent Wealth Management blog.
custodian Banks
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.
Tri-Party Setup
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.
Selecting the best custodian bank
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.
Wealth Security Through Multibanking Strategy
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.
The Power of Open Architecture in Wealth Management
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’s 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.
Open Platform
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.
Multibanking
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.
Open Architecture
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.
Consolidated Reporting
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.
The Dynamic Lifestyle of a Wealth Manager
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 how wealth managers navigate stress and find moments of relaxation amidst their high-stakes careers.
Wealth Manager Lifestyle
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.
Movies every Banker should Watch
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.
Top Watches for Swiss Wealth Managers
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.
Money Matters: Entertaining Books
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.
Top-Tier Cars Favoured by Wealth Managers
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
Luxury Champagnes for Wealth Managers
In wealth management, Champagne is far more than a drink. For wealth managers and bankers, it’s a symbol of achievement, chosen to reflect taste. With Swiss clients, elegance and understatement reign.
