Publications
Finews Interview: “I Have Had Mentors in Every Phase of My Life”
Patrick Stauber, CEO of Marcuard Heritage, is proud of his strong affinity for numbers and would advise his younger self
January 30, 2026
Personal Views
Davos 2026: A Western-Led Forum in Transition
The annual meeting of the World Economic Forum in Davos has long positioned itself as a global platform for dialogue.
January 19, 2026
Client Relations
Swiss Banking – when things just work.
A few weeks ago, I arranged a small replacement installation at home. The quote arrived quickly – almost suspiciously efficient.
July 15, 2025
Industry Insight
What’s Your Wealth Firm Really Worth? 🔍
The valuation in Wealth Firms isn’t just a number – it’s a strategy. Everyone in independent wealth management has heard
July 8, 2025
Industry Insight
Wealth Is Moving. Are We Ready? 🌍
Wealth from frontier markets is rising—fast. 🚀 Entrepreneurs, asset holders, and family offices are building serious capital in regions long
June 19, 2025
Industry Insight
175 Years of the Swiss Franc: Stability with Substance
Discover how the Swiss franc became the world’s most trusted currency — and why its strength still matters today. In
June 18, 2025
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
Investing
Billions Move Faster Than Ever 💸
8 May 2025. A date that might pass unnoticed—unless you watch markets closely or remember 2010. Back then, the EU
May 8, 2025
Personal Views
2024 in Review – A Year of Challenges and Triumphs ✨
What a year it’s been! The markets threw plenty of surprises our way, and navigating the political landscape? Not easy!
December 31, 2024
Personal Views
Starting the Week of New Year’s Eve Slowly? Why Not Read a Book? 📚
The week between Christmas and New Year’s Eve 🎉 is often quieter, making it the perfect time to unwind. Why
December 29, 2024
Industry Insight
Swiss Wealth Managers Overview
Did you know Zurich alone commands over 30% of Switzerland’s wealth management market? Switzerland is a global leader in independent
December 26, 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
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
The “Financial Sector” tag delves into the broader industry of finance, covering trends, regulations, and innovations impacting independent wealth management. It serves as a guide for understanding the complex dynamics of the financial world.
Learn about the latest trends shaping the financial sector. Discover how regulations influence wealth management practices. Understand the role of innovations in driving industry changes.
For professionals, the “Financial Sector” tag provides valuable insights into industry dynamics. Stay informed about the trends and regulatory developments impacting wealth management.
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