Industry Insight
Outlasting the List
Switzerland’s FINMA registry, as of 2025, lists over 1,300 licensed independent wealth managers. But how many are missing? This list
October 21, 2025
cross-border
Personal Views
Personal Safety and Wealth Protection 🛡️
A reflection from Hong Kong, Singapore, and China One of the things I value most when travelling – particularly in
September 25, 2025
Regulations
Private Banking or an Independent Wealth Manager (EAM) – The Better Choice in Switzerland
Private Banking vs Wealth Management in Switzerland is one of the most critical choices for wealthy individuals today. This article
September 17, 2025
Industry Insight
The 5 Swiss Cantons Independent Wealth Managers Flock To – and Why
When launching an independent wealth management firm, the question isn’t “where do I want to live?” – “Where does my
September 2, 2025
Personal Views
Switzerland on 1 August 2025: With Charm, Cheese, and Character
Today we celebrate our National Day – a perfect time to honour a country that prefers a steady marathon pace
August 1, 2025
Personal Views
Tariffs Trump: Market Fallout 2025
President Donald Trump’s new tariff strategy is sending shockwaves through global markets. In early April 2025, the U.S. administration imposed
April 7, 2025
Personal Views
Quarterly Review Q1-2025 🌍
Markets moved fast in Q1 — and not always in a straight line. For investors, it was a quarter full
April 1, 2025
Regulations
Why Do We Need Cross-Border Rules? 🌍
Why can’t financial institutions in one country freely approach clients in another? Cross-border rules define how global finance operates. They
February 27, 2025
Regulations
Smart Cross-Border Wealth Management for UHNWIs 🌍💼
In today’s fast-paced global economy, managing wealth across borders is necessary for ultra-high-net-worth individuals (UHNWIs). Cross-border wealth management combines expertise
December 4, 2024
Regulations
Mastering Cross-Border Wealth 🌍💼
Cross-border wealth management is a constant challenge for Swiss independent wealth managers. Working with international clients means understanding multiple laws,
November 17, 2024
Personal Views
Harris or Trump: Who’s Better for Our Industry’s Future? 🌎
Disclaimer: The image is sourced from the Library of Congress via Unsplash and was originally published on January 27, 2020.
November 5, 2024
Regulations
Regulation: The Hidden Superhero of Finance 🦸♂️
In the fast-paced world of finance, everyone talks about growth, returns, and innovation. But what keeps the system stable and
August 20, 2024
about this topic
The “Cross-Border” tag delves into the complexities and opportunities of international wealth management and financial operations. It examines how cross-border strategies impact high-net-worth individuals, businesses, and financial institutions navigating the global market landscape.
This tag is essential for understanding regulatory challenges, tax implications, and the dynamics of investments and services. Explore the interplay between jurisdictions, compliance requirements, and wealth managers’ strategies to optimize global portfolios for their clients.
Whether you’re a financial professional, business owner, or an affluent client, this tag offers valuable insights. Stay informed about the latest trends in cross-border wealth management, the strategies employed to mitigate risks, and how financial institutions adapt to globalization. This tag is vital for understanding the strategic decisions behind international financial planning and wealth management.
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