Industry Insight
Why independent wealth managers matter
In politics, extremes are often labelled as good or evil. The same logic sometimes seeps into finance. With imagination, one
March 12, 2026
Financial Services
Regulations
Data Protection or Data Illusion?
As CEO, board member and shareholder of a small, internationally regulated wealth management boutique, I no longer ask whether my
March 3, 2026
Regulations
FiDA and the long data frustration
Independent wealth managers have long faced the same structural problem: unreliable, incomplete and slow data interfaces with custodian banks. Holdings
February 26, 2026
Regulations
Basel AML Index: A Standard, but Still an Incomplete Picture
The Basel AML Index is widely regarded as a global benchmark for understanding financial crime exposure. Over the years, it
November 25, 2025
Industry Insight
Outlasting the List
Switzerland’s FINMA registry, as of 2025, lists over 1,300 licensed independent wealth managers. But how many are missing? This list
October 21, 2025
Investing
Trump, AI and Markets
Since Donald J. Trump’s return to the White House in early this year, political messaging has once again become market-moving
October 2, 2025
Industry Insight
Undervalued: Why Swiss wealth managers may be leaving value on the table
Valuations in the independent wealth management space are evolving rapidly. Despite sound fundamentals, many Swiss firms still trade at a
September 30, 2025
Industry Insight
Custodian Banks: Beyond the Brand
Where trust is built on speed, not just a name In the world of independent wealth management, a quiet shift
September 23, 2025
Industry Insight
The Mensch
Why real understanding beats automation in wealth management In a world increasingly driven by automation and efficiency, one essential question
September 16, 2025
Industry Insight
Vontobel Summit 2025 in Davos – More than a Conference, a True Experience
Some events are good. A few are great. And then there are those rare occasions that truly inspire – the
September 7, 2025
Personal Views
Who’s in Your Network? Here’s What I Found
What if the roles in your network could reveal the future of business itself? I analysed my LinkedIn connections, and
August 28, 2025
Client Relations
Push for a Deal 🤝
“Push for a Deal” has been all over the headlines these days. In politics, it symbolises pressure and urgency —
August 22, 2025
about this topic
The “Financial Services” tag focuses on trust and expertise in the financial services sector. It covers how professionals cultivate strong client relationships through transparency and ethical practices.
Learn about the critical elements of providing high-quality financial services. Discover strategies for maintaining client trust and delivering expert advice. Understand the importance of staying abreast of industry trends and regulatory changes.
For firms and individuals, the “Financial Services” tag offers insights into enhancing credibility and expertise. Stay informed about best practices in delivering exceptional financial services.
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