Investing
Nothing to Sell, Nothing to Defend
Can independent wealth managers actually invest? The honest answer starts with what we do not have: nothing to sell, and
July 25, 2026
Client First
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
40% Performance — But Since When?
I checked my own pillar 3a account last week and saw a performance figure of more than 40%. And, to
July 9, 2026
Industry Insight
What Is The Product?
In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
June 25, 2026
Investing
House Products vs Open Architecture: The Gap Inside Banks
In my years at a US investment bank, I knew one world very well. The discipline was real. The training
June 11, 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
Personal Views
Freedom to Say No in Wealth Management
In wealth management, advice is almost always framed in terms of action. Clients expect ideas, recommendations and solutions, and advisers
May 21, 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
TER is Just the Tip of the Iceberg
TER Is Just the Tip of the Iceberg 🎯 The Total Expense Ratio (TER) is often the primary metric used
July 22, 2025
Industry Insight
Top Independent Swiss Wealth Managers – How to Choose the Right Partner in Switzerland
A Swiss wealth manager plays a crucial role in preserving and growing the assets of high-net-worth individuals (HNWI) and ultra-high-net-worth
June 30, 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
about this topic
The “Client First” tag emphasises the importance of this approach in wealth management. It underscores the commitment to tailor financial strategies to individual needs and goals.
Learn how advisers customise financial plans to meet unique goals. Discover how professionals adapt to market changes and regulatory shifts for clients’ benefit. Understand the importance of staying informed about economic trends and new investment opportunities.
For those who value a client-first approach, this tag offers insights into personalised financial planning. See how wealth management professionals elevate service and customise strategies to individual needs. Stay informed about best practices in focused financial planning.
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