Technology & Trends
A $20 ChatGPT Subscription Is Not an AI Strategy
Giving employees a chatbot is not an AI strategy. Real gains start when AI becomes part of the operating model.
September 10, 2026
Artificial Intelligence
Technology & Trends
I Wasn’t Using Software. I Was Directing a Team.
AI co-work turned my home computer into something like an open-architecture platform. What that means for knowledge work.
September 3, 2026
Technology & Trends
What AI Costs by the Token: API Pricing for Wealth Managers (Snapshot)
AI token pricing across ten models, checked August 2026: what the APIs charge, the discounts and surcharges that matter —
September 2, 2026
Regulations
How Four Financial Regulators Approach AI: Switzerland, UK, Singapore, Abu Dhabi
FINMA, the FCA, MAS and Abu Dhabi’s FSRA regulate AI in visibly different ways — and agree on one thing:
August 26, 2026
Technology & Trends
AI for Independent Wealth Managers: What It Actually Costs (Snapshot)
What AI tools actually cost a wealth management firm in 2026: business-tier prices per seat, data-protection terms, industry systems —
August 19, 2026
Technology & Trends
AI Tools for Wealth Managers: A Dated Snapshot, Not a Verdict
ChatGPT, Claude, Perplexity, DeepSeek and Qwen compared on six criteria including price, as at 13 August 2026, with FINMA Guidance
August 14, 2026
Publications
We Manage Trust, Not Products
To mark its 40th anniversary, the Swiss Association of Asset Managers (VSV/ASG) published a special edition. It looks at how
July 22, 2026
Technology & Trends
Stop Chasing the Perfect System
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 7, 2026
Technology & Trends
Wealth Management Data Hub – Legacy Mainframe Meets Modern Desk
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 6, 2026
Publications
Finews Interview: “I Have Had Mentors in Every Phase of My Life”
Patrick Stauber, CEO of Marcuard Heritage, is proud of his strong affinity for numbers and would advise his younger self
January 30, 2026
Technology & Trends
Singapore AI
A Game Changer for Global Wealth Management While Europe continues to debate frameworks, Singapore AI is already reshaping wealth management
January 13, 2026
Technology & Trends
WealthTech in Switzerland 2026
WealthTech in Switzerland is evolving from a support function into a strategic driver of independent wealth management. As AI and
November 8, 2025
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