Regulations
How Four Financial Regulators Approach AI: Switzerland, UK, Singapore, Abu Dhabi
FINMA, the FCA, MAS and Abu Dhabi’s FSRA regulate AI in visibly different ways — and agree on one thing:
August 26, 2026
Independent Wealth Management
Regulations
Cross-Border Compliance: Why a Passport Decides Where a Client Can Bank
The country matrix, residence versus nationality, debanking and PEP risk: how cross-border compliance really decides where a client can bank,
August 24, 2026
Industry Insight
Wealth Management in Switzerland: The Definitive Guide
How the Swiss wealth management market is actually structured: the four provider types, what each costs, who regulates them, and
August 21, 2026
Industry Insight
What Is It Worth?
One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation
August 20, 2026
Technology & Trends
AI for Independent Wealth Managers: What It Actually Costs (Snapshot)
What AI tools actually cost a wealth management firm in 2026: business-tier prices per seat, data-protection terms, industry systems —
August 19, 2026
Regulations
What the KYC Process at a Swiss Private Bank Really Looks Like
Source of wealth, Form A, PEP screening and realistic timelines: how KYC at a Swiss private bank actually works, and
August 17, 2026
Technology & Trends
AI Tools for Wealth Managers: A Dated Snapshot, Not a Verdict
ChatGPT, Claude, Perplexity, DeepSeek and Qwen compared on six criteria including price, as at 13 August 2026, with FINMA Guidance
August 14, 2026
Industry Insight
Succession Shock
Between a business trip and a panel discussion at the Wealth Management Summit 2026, there was little room for genuine
August 11, 2026
Investing
Where the Gold Actually Sits: Storing Precious Metals in Switzerland
Bank vault, bonded warehouse or private vault? Allocated versus pooled, the Swiss VAT split between gold and the white metals,
August 11, 2026
Industry Insight
Pick Your Own Truck
A million people on the Bahnhofstrasse today. Statistically, a few thousand of them manage other people’s money for a living.
August 8, 2026
Technology & Trends
The Challenge Sits In The Middle
Swiss private banking is under pressure, but the pressure is often described in the wrong place. Almost nobody describes it
August 6, 2026
Personal Views
1st of August. The Train Leaves at 07:04.
Not roughly. Not usually. At 07:04. I never gave it much thought — until a visitor from abroad told me
August 1, 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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