Industry Insight
Bank or independent wealth manager? Why the strongest Swiss setups use both
Bank or independent wealth manager? In my experience, the strongest Swiss setups use both. The two Swiss Army knives in
October 29, 2026
Custodian Bank
Industry Insight
Munich and a Missing Piece
I went to Munich for the Oktoberfest and came back thinking about custody. More precisely, I came back thinking about
October 2, 2026
Industry Insight
Is an independent wealth manager an e-bike?
I ride an e-bike, and I know exactly what some people think of it. That it is a shortcut. That
October 1, 2026
Industry Insight
Private Bank, External Asset Manager or Family Office: Which Structure Fits
Private bank, external asset manager or family office? Who holds the assets, who earns what, what each really costs, and
September 16, 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
Investing
Gold Storage in Switzerland: Where the Gold Actually Sits
Bank vault, bonded warehouse or private vault? Allocated versus pooled, the Swiss VAT split between gold and the white metals,
August 11, 2026
Technology & Trends
The Challenge Sits In The Middle
Swiss private banking is under pressure, but the pressure is often described in the wrong place. Almost nobody describes it
August 6, 2026
Publications
We Manage Trust, Not Products
To mark its 40th anniversary, the Swiss Association of Asset Managers (VSV/ASG) published a special edition. It looks at how
July 22, 2026
Industry Insight
What Wealth Managers Really Expect from a Custodian Bank in Switzerland
A recent LinkedIn poll prompted a revealing discussion about what truly matters when selecting a custodian bank in Switzerland. Many
January 17, 2026
Industry Insight
Partnership and Reliability: The Foundations of Independent Wealth Management
For independent wealth managers in Switzerland, the custodian bank partnership shapes not only operational efficiency but also reputation. The difference
January 12, 2026
Industry Insight
Words from Paradeplatz: The Best EAM Desks in Switzerland 2025
This Best EAM Desk 2025 overview is an independent, non-sponsored assessment of external asset manager (EAM) desks serving independent wealth
December 8, 2025
Industry Insight
Swiss EAM Custody: Why Growth ≠ Market Share
The Swiss External Asset Manager (EAM) custody market is dynamic—but it’s far from a level playing field. Smaller and boutique
November 6, 2025
Explore the Wealth Management Blog Archive by Year
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:
about this topic
In wealth management, the “Custodian Bank” tag is about the role of banks responsible for holding securities and other assets for safekeeping. This tag covers how Swiss wealth managers work closely with banks to ensure the security and administration of clients’ assets.
Learn about the services provided by banks and their importance in asset security. Discover the relationship between wealth managers and custody banks. Understand the critical role these banks play in wealth management.
For those involved in wealth management, the “Custodian Bank” tag provides insights into the security and administration of assets. Stay informed about best practices in working with financial institutions.
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