Personal Views
Striking the Right Balance: NEO Banks & Wealth Management
No doubt, using a NEO bank is amusing and incredibly convenient, especially when living, more or less, pay cheque to
June 30, 2023
Financial Advisor
Industry Insight
The Ageing Client Challenge in Swiss Independent Wealth Management 🕰️💼
Swiss independent wealth management has grown mainly through long-standing relationships. Many relationship managers and firm owners bring decades of private
May 10, 2022
about this topic
The “Financial Advisor” tag centres on professionals in independent wealth management. It explores their roles, strategies, challenges, and the evolving nature of financial advising.
Learn about the responsibilities and expertise of financial advisors. Discover effective strategies for client management and investment planning. Understand the challenges and opportunities in the financial advisory profession.
For those in the field, the “Financial Advisor” tag offers comprehensive insights into best practices. Stay informed about the evolving nature of financial advising and its impact on client relationships.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.