Regulations
What Is FATCA and Why It Matters in Wealth Management
FATCA affects wealthy clients worldwide. Here’s what wealth managers need to know about compliance, risk, and reporting. Introduction If you
June 18, 2023
Custodian Bank
Industry Insight
Custodian Banks: A Closer Look at Key Players 💼
Selecting the right partner to secure and manage client assets is critical for custodian banks, particularly in the context of
April 6, 2023
Career Growth
Decoding Wealth Management: Independent Wealth Managers vs. Private Banks
As a wealthy individual, have you ever wondered about the differences between an independent wealth manager in Switzerland and a
March 23, 2023
Personal Views
Operational efficiency made by Swiss banks
After a few critical posts, in the present climate, a homage to the financial industry in Switzerland, and this is
December 30, 2022
Industry Insight
Push-back by Custodian Banks
Banks are increasingly pushing independent wealth managers to enter securities transactions into their online systems. While this practice is not
December 20, 2022
Industry Insight
The Wealthy Client’s Dilemma: Choosing Between Banks and Independent Wealth Managers 🏦💼
For wealthy clients, banks offer essential operational functions, including access to various in-house products and online banking. We actively monitor
September 5, 2022
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.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.