Client Relations
Bank Hopping for Clients: When Switching Your Swiss Bank Pays Off
Bank hopping is usually discussed as a banker’s career move. This is the client’s side: when switching pays, what it
September 28, 2026
Client Relations
HNWI Account Options in Switzerland, Compared
Four ways to bank a seven-figure portfolio in Switzerland, with realistic minimums, all-in costs, and the six criteria that actually
September 11, 2026
Industry Insight
What Does a Wealth Manager Really Do? Explained to a Wine Expert
When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.
July 16, 2026
Client Relations
What Zurich’s Bahnhofstrasse Teaches Us About Independent Wealth Management
Zurich’s Bahnhofstrasse is not just one address. It is a street of possibilities. On the left and on the right,
June 9, 2026
Regulations
Debanking in Switzerland: A Quiet Shift in the Client–Bank Relationship
380 per cent in six years. This is the increase in formal “restrictions” imposed by Swiss banks, as reported to
May 25, 2026
Industry Insight
Why Independent Wealth Managers Matter 💼
The importance of independent wealth managers is often misunderstood. In finance, as in politics, people tend to label extremes as
April 21, 2026
Industry Insight
Where New Wealth Is Born: Asia, the UAE and the Future of Global Wealth Hubs
This article was developed from a more extensive discussion conducted using ChatGPT 5.2 (discussion mode). The decisive shift from administration
April 13, 2026
Technology & Trends
Fintech made us stronger.
Fintech did not kill the banks. It made them better. And it strengthened independent wealth managers. For years, the dominant
April 7, 2026
Regulations
EU Rules, Swiss Independence
Wealth management has become fundamentally global. Clients live, invest and operate across borders, and capital moves quickly to where it
April 3, 2026
Industry Insight
Swiss independent wealth managers are well organised.
But are they truly collaborating? There is no shortage of associations and networks across the industry. Yet their contribution is
April 2, 2026
Personal Views
CHF 2.279 for diesel.
I paused for a second — not because it truly affects me, but because I had simply stopped noticing. Driving
March 31, 2026
Regulations
Typical Cross-Border Rules in Swiss Wealth Management
A practical overview of how Swiss private banks and independent wealth managers serve clients abroad — and what HNWIs/UHNWIs should
March 13, 2026
about this topic
The “Banks” tag explores the role and impact of banking institutions in wealth management. It covers the relationship between fully-fledged custodians and wealth management firms, services for high-net-worth individuals, and the evolving role of banks in the financial sector.
This tag is crucial for content on integration, competition, and collaboration between financial institutions and wealth managers. Understand how these entities work together and compete. Learn about the products and services offered to affluent clients.
Whether you are a financial professional or a client, this tag provides valuable insights. Stay informed about banks’ influence on wealth management. Discover the evolving role of financial institutions and their collaboration with wealth managers. This tag is essential for understanding the dynamic between these entities.
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