Personal Views
Are You Planning a Lazy Movie Sunday? 🎬
Why not watch the movie that led me into the world of finance? Wall Street (1987) 💼 had considerably impacted
October 20, 2024
Financial Sector
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
Career Growth
From Banking to Independent Wealth Management and from a Versatile Vehicle to a Tesla 🚗🔋
Recently, I made a decision that surprised many friends and colleagues: I swapped my beautiful, yet too large, Bavarian vehicle
October 15, 2024
Regulations
Digital Transparency or Privacy: What’s Your Choice?💰🔐
Poll results (october 2024) 💼 As financial systems evolve, a choice emerges: Should we embrace a digital currency where every
October 10, 2024
Regulations
Power Partnerships: Custodian Banks and Wealth Managers 💼🤝
Some things belong together—like coffee, cake, music, and dancing. These combinations create a harmony that enhances the quality of each
October 9, 2024
Career Growth
Where is the Grass Greener for a Relationship Manager? 🌍💼
In the past, it was often advantageous for Relationship Managers to switch from one bank to another. Such a move
October 3, 2024
Industry Insight
Income Stability or AuM Growth? 💼💡
The Swiss Franc (CHF) presents a unique dilemma. For independent wealth managers, it’s more than just a currency—it’s a strategic
October 1, 2024
Industry Insight
Uber and Independent Wealth Management
In today’s dynamic economy, new business models constantly upend traditional structures. Two such models, seemingly different at first glance, have
September 26, 2024
Regulations
Reimagining the Future of Finance: A One-Time AML Reset 🌐
In today’s rapidly evolving financial landscape, Anti-Money Laundering (AML) compliance complexities have reached unprecedented levels. 🌪️ The burden of managing
September 24, 2024
Industry Insight
The Hidden Cost of Mismanagement: Relationship Managers Deserve Better 💼💔
Despite their crucial role in building client trust and driving revenue, Relationship Managers often face reduced compensation. They suffer from
September 19, 2024
Personal Views
Swiss Excellence and Winter Surprises ⛄
The Vontobel EAM Event was a powerful testament to the global strength of Swiss Excellence. 🌍 We were privileged to
September 18, 2024
Industry Insight
Shift Ahead: Opportunities to Gain Market Share 🔍
The Credit Suisse/UBS takeover saga reshapes the Swiss financial sector, presenting new opportunities for independent wealth managers. More significantly, well-known
September 17, 2024
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.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.