Investing
Banks vs EAMs: Who Wins?
Big banks are playing their workforce card. They rely on armies of analysts, expansive research teams, and well-funded investment advisory
May 27, 2025
Artificial Intelligence
Regulations
Smarter Compliance with the Right AI Creativity Scale 🤖
KYC rules are becoming stricter, yet firms continue to rely on relationship managers to write reports manually, which is slow
May 22, 2025
Technology & Trends
AI and Wealth Management: Innovation or Imitation? 🤖
Have you ever followed a GPS detour to avoid traffic, only to end up in a line of cars, everyone
May 15, 2025
Technology & Trends
AI vs. Search Engines
The Future of Information in Wealth Management 🤖🔍 We have all been there. You type a question into Google, scroll
April 22, 2025
Technology & Trends
Wealth Management & AI: Move Fast or Fall Behind? 🚀
Remember when the internet first arrived? Initially, governments resisted. Indeed, security, control, and privacy were significant concerns. Many believed it
April 10, 2025
Technology & Trends
Why AI is Reshaping Wealth Management
Introduction The financial industry is evolving fast. Investors demand data-driven decisions, real-time insights, and hyper-personalised portfolios, and traditional advisory models
March 15, 2025
Technology & Trends
From AI to Crypto
The Next Big Trends in Wealth Management As the world of finance evolves, independent wealth management is becoming a key
March 9, 2025
Technology & Trends
AI Trends in Wealth Management: Hype or True Revolution? 🤖💰
AI is transforming wealth management – but to what extent? Some believe it is the biggest disruption in financial services,
February 15, 2025
Technology & Trends
Is it time to replace email?
Happy Saturday! Let’s talk about something we all deal with daily: email. It’s everywhere. It’s reliable. But let’s face it,
February 9, 2025
Personal Views
The WEF 2025: Global? 🌏
The World Economic Forum 2025 is about to begin. Once again, Davos, Switzerland, will take centre stage. Leaders from politics,
January 18, 2025
Industry Insight
Decoding Wealth Management 📊
Wealth management can feel like a maze. Jargon, numbers, and endless strategies confuse even seasoned wealth managers. But what if
January 11, 2025
Industry Insight
Breaking Boundaries 🚀
This week, I was privileged to participate in a transformative “Breaking Boundaries” event hosted by Switzerland’s world-leading wealth manager. The
November 8, 2024
Explore the Wealth Management Blog Archive by Year
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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