⚠️ AI-assisted translation – minor discrepancies possible.
Last week, we embarked on a meaningful discussion: “Redefining Our Professional Identity in Wealth Management.” Your insights were crucial in
The author of this article argues that selecting the optimal wealth management platform entails meticulously examining compensation frameworks. A topic
Over the years, wealth management’s tailored and flexible approach has become a favourite amongst many. However, there’s an understated charm
In this guest commentary, a senior Swiss EAM executive argues that the return of in-house products isn’t necessarily negative. For
The recruitment process, the relationship manager interview, in wealth management is designed with clarity and mutual understanding at its core.
In a previous post, I discussed the various methods of percentage compensation in our industry and received valuable feedback. Today,
The bonus system in banking differs significantly in the US and Europe. In the US, bonuses are often closely linked
Your current employer’s strategic direction may no longer align with that of you as a relationship manager, such as a
As a private banker considering a switch to an independent wealth manager, you must compare compensation models carefully alongside the
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
The “Compensation” tag highlights various remuneration structures in independent wealth management. It discusses fee-based vs. commission-based models and their implications for both advisers and clients.
This tag is indispensable for understanding how compensation models influence financial advice and client trust. Learn about the pros and cons of different remuneration structures. Discover trends in compensation that impact the wealth management industry.
For professionals, the “Compensation” tag provides insights into aligning incentives with firm objectives and client interests. Stay informed about best practices in compensation to enhance transparency and trust in your advisory services.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.
search the blog
popular topics
