Industry Insight
Munich and a Missing Piece
I went to Munich for the Oktoberfest and came back thinking about custody. More precisely, I came back thinking about
October 2, 2026
Independent Wealth Management
Industry Insight
Is an independent wealth manager an e-bike?
I ride an e-bike, and I know exactly what some people think of it. That it is a shortcut. That
October 1, 2026
Client Relations
Bank Hopping for Clients: When Switching Your Swiss Bank Pays Off
Bank hopping is usually discussed as a banker’s career move. This is the client’s side: when switching pays, what it
September 28, 2026
Industry Insight
Private Bank, External Asset Manager or Family Office: Which Structure Fits
Private bank, external asset manager or family office? Who holds the assets, who earns what, what each really costs, and
September 16, 2026
Technology & Trends
A $20 ChatGPT Subscription Is Not an AI Strategy
Giving employees a chatbot is not an AI strategy. Real gains start when AI becomes part of the operating model.
September 10, 2026
Investing
What Is Actually Written in a Discretionary Investment Mandate
A discretionary investment mandate is a power of attorney with limits attached. The clauses that matter, the ranges that decide
September 7, 2026
Technology & Trends
I Wasn’t Using Software. I Was Directing a Team.
AI co-work turned my home computer into something like an open-architecture platform. What that means for knowledge work.
September 3, 2026
Technology & Trends
What AI Costs by the Token: API Pricing for Wealth Managers (Snapshot)
AI token pricing across ten models, checked August 2026: what the APIs charge, the discounts and surcharges that matter —
September 2, 2026
Regulations
How to Check a Swiss Wealth Manager’s FINMA Licence
Six free checks that take five minutes: the FINMA register, the supervisory organisation, the client adviser register, Zefix, the ombudsman
August 31, 2026
Industry Insight
The Front Door Closed
Everyone measures Swiss wealth-management consolidation at the exit. Nobody counted the entrances. New firms per year fell from 55.5 to
August 28, 2026
Client Relations
NextGen Wealth Management: Convenience Without Constraint
Clients rarely ask for more technology — they ask for fewer obstacles. Why NextGen wealth management must be simple without
August 27, 2026
Industry Insight
Independent Wealth Manager Salary
What does an independent wealth manager actually earn? How compensation models work and how they compare with private banking.
August 27, 2026
about this topic
The “Independent Wealth Management” tag focuses on wealth management outside of large banking institutions. It covers unique strategies, client relationships, and business models inherent to independent wealth managers.
Learn about the distinct perspective on personal finance and investment that independent wealth managers provide. Discover strategies that set independent wealth management apart from traditional institutions.
For those interested in this sector, the “Independent Wealth Management” tag offers valuable insights. Stay informed about the unique aspects of managing wealth independently.
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