Industry Insight
Why Growth in Wealth Management Is Not the Same as Inflows
This article was developed based on an extended discussion with ChatGPT 5.2 (discussion mode). Executive context for finance professionals In
March 1, 2026
Regulations
FiDA and the long data frustration
Independent wealth managers have long faced the same structural problem: unreliable, incomplete and slow data interfaces with custodian banks. Holdings
February 26, 2026
Industry Insight
What Wealth Managers Really Expect from a Custodian Bank in Switzerland
A recent LinkedIn poll prompted a revealing discussion about what truly matters when selecting a custodian bank in Switzerland. Many
January 17, 2026
Industry Insight
Partnership and Reliability: The Foundations of Independent Wealth Management
For independent wealth managers in Switzerland, the custodian bank partnership shapes not only operational efficiency but also reputation. The difference
January 12, 2026
Industry Insight
Cyprus & Wealth Management
Last week, I had the opportunity to visit my colleagues in Cyprus. What started as a straightforward business visit quickly
December 29, 2025
Industry Insight
Words from Paradeplatz: The Best EAM Desks in Switzerland 2025
This Best EAM Desk 2025 overview is an independent, non-sponsored assessment of external asset manager (EAM) desks serving independent wealth
December 8, 2025
Personal Views
Santa Claus at Paradeplatz 🎅🏼
On the morning of 6 December, Paradeplatz welcomed an unexpected visitor. Santa Claus decided to put the children’s verses aside
December 6, 2025
Industry Insight
The Rise of Independent Wealth Management in Switzerland: 2026 Outlook
Independent wealth management in Switzerland is entering a new phase of maturity. As a result, more clients than ever are
November 23, 2025
Technology & Trends
AI Investment Research Platforms (2025)
Independent wealth managers operate in a world where clients expect global insights, fast reactions, and well-structured investment narratives. Meanwhile, regulations
November 21, 2025
Career Growth
Leaving a Private Bank
From Private Banker to Independent Wealth Manager Leaving a private bank to become an independent wealth manager has become a
November 20, 2025
Investing
The Shift in Investment Research
The Role of AI in Modern Investment Research The discussion around AI in investment research is gaining momentum. Some expect
November 18, 2025
Industry Insight
The Real Cost of Private Banking in Switzerland
Private banking cost Switzerland — an essential topic for affluent investors and UHNWIs evaluating whether private banks or independent wealth
November 15, 2025
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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