Investing
Banks vs EAMs: Who Wins?
Big banks are playing their workforce card. They rely on armies of analysts, expansive research teams, and well-funded investment advisory
May 27, 2025
Custodian Bank
Industry Insight
What Banks Could Learn from Independent Wealth Managers (If They Wanted To…) 🧐
Banks have logos, legacy systems and lengthy processes.Independent wealth managers have… clients who stay. What Banks Could learn. So, what’s
May 13, 2025
Industry Insight
Custodian Banks: Stars or Dogs?
While revisiting a 15-year-old analysis I conducted on the preferred custodian banks of independent wealth managers (EAMs, FIMs), I was
May 6, 2025
Industry Insight
Open Wealth Initiative
What is Open Wealth? Open Wealth in Switzerland represents a bold step towards modernising wealth management. Standardised APIs enable seamless
March 10, 2025
Industry Insight
Unique Selling Points – CA Grands Cru
Every custodian bank has its strengths. Its Unique Selling Points, its focus, its distinct offerings—no two are the same. But
November 22, 2024
Industry Insight
Independent Wealth Managers Unite! 🚀
Independent wealth managers may appear as competitors in our field, but our unique role and natural strengths lie in teamwork
November 15, 2024
Industry Insight
Understanding the Complex Relationship between Custodian Banks and Independent Wealth Managers 🔄
The relationship between traditional banks and independent wealth managers is thrillingly complex in today’s financial world. Conventional banks are keen
October 17, 2024
Industry Insight
Key Factors in Selecting a Custodian Bank 💼
Poll results (october 2024) As an independent wealth manager, I know many aspects are essential when selecting a custodian bank.
October 17, 2024
Technology & Trends
CRM and PMS Mastery
Empower yourself with efficient portfolio management and streamlined onboarding processes, crucial for independent wealth managers in Switzerland. But what tools
March 23, 2024
Career Growth
Exploring Dimensions: The Intricacies and Opportunities in Independent Wealth Management
Switching banks seems straightforward, doesn’t it? New username, familiar password, and perhaps deciphering client agreements with a fresh logo. Voilà,
February 23, 2024
Industry Insight
The Balance Sheet of an Independent Wealth Manager: A Closer Look🔍
In the realm of wealth management, there are numerous misconceptions, especially regarding the balance sheet of an independent wealth manager.
December 1, 2023
Client Relations
A Potential Paradigm Shift in Swiss wealth management: A Closer Look at the Role of Custodian Banks
Recently, I conducted a LinkedIn poll and discovered an intriguing sentiment. Among Switzerland’s independent wealth managers, the reputation and size
July 13, 2023
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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