Industry Insight
Future of transaction processing
Independent wealth managers are growing. Their clients value personalised advice, flexibility, and independence. However, one part of their daily work
May 29, 2025
Career Growth
Building a Career in Wealth Management: A Swiss Perspective
Wealth management remains among the most prestigious and rewarding paths in the financial services sector. For professionals looking to make
May 28, 2025
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
Industry Insight
Open Architecture Wealth Management in Switzerland
What is Open Architecture in Independent Wealth Management? Open architecture in wealth management refers to an approach where independent wealth
May 23, 2025
Personal Views
Milan vs Zurich: What Ferraris and Porsches Say About Wealth Culture
Ferrari in Milan, Porsche in Zurich — What Luxury Reveals About Culture Two cities with the same wealth — but
May 16, 2025
Industry Insight
Custodian Banks: Stars or Dogs?
While revisiting a 15-year-old analysis I conducted on the preferred custodian banks of independent wealth managers (EAMs, FIMs), I was
May 6, 2025
Industry Insight
Prestige or Flexibility
Swiss Private Banks vs Independent Wealth Managers: What’s Best? Switzerland’s private banks have long been synonymous with security, prestige, and
May 2, 2025
Regulations
PEP Checks: A Challenge
A Growing Challenge for Independent Wealth Managers For independent wealth managers, ensuring compliance is not just a regulatory checkbox—it’s a
April 19, 2025
Technology & Trends
The Future of Payments 💡
Why Connectivity Matters for Banks and Wealth Managers A friend working in the fintech space recently mentioned a project involving
April 18, 2025
Industry Insight
A Strategic SWOT Snapshot
Switzerland remains a global hub for private wealth, and independent wealth managers have carved out a unique space within this
April 2, 2025
Investing
UNO: The Secret to Investment Success! 🎲💸
The financial world has just been turned upside down. After countless hours of analysis, market reports, and a touch of
April 1, 2025
Personal Views
Looking Beyond Europe?
What Hong Kong’s new alliances could teach Swiss businesses. I was recently in Hong Kong – a city that never
March 31, 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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