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 Relationship
Investing
What Is Actually Written in a Discretionary Investment Mandate
A discretionary investment mandate is a power of attorney with limits attached. The clauses that matter, the ranges that decide
September 7, 2026
Regulations
What the KYC Process at a Swiss Private Bank Really Looks Like
Source of wealth, Form A, PEP screening and realistic timelines: how KYC at a Swiss private bank actually works, and
August 17, 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
Unbiased Wealth Management: Whose Side Are They On?
Unbiased wealth management is easy to claim and harder to prove. In plain terms, it means your adviser has no
July 11, 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
Technology & Trends
Invisible Banking
During a recent stay in Marrakech, one thing struck me almost immediately. Banks seemed to be everywhere. Branches, cash machines
June 30, 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
Client Relations
Who Owns the Ultra High Net Worth Client Relationship?
I have sat in enough adviser transition conversations to notice a pattern that very few people in this industry discuss
June 18, 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
Client Relations
What Clients Never Tell You
UHNW client retention in wealth management is one of those topics every firm claims to understand, and few actually measure
June 4, 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
about this topic
The “Client Relationship” tag is dedicated to nurturing client relationships in wealth management. It emphasises the crucial role of trust-building and personalised service in creating and maintaining long-lasting partnerships with clients.
Learn about the importance of communication, empathy, and a client-focused approach in fostering strong relationships. Discover how to tailor your services to meet the unique needs and preferences of each client. Understand the key elements that contribute to enduring partnerships in the wealth management field.
For professionals, this tag provides valuable insights into improving such relationships. Stay updated on best practices for building trust and maintaining client loyalty. Enhance your ability to connect with clients on a personal level and deliver customised solutions that meet their financial goals.
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