Industry Insight
What Is Holding Swiss Wealth Management Back?
A little over ten years ago, two aspiring independent wealth managers from Hong Kong visited us in Switzerland to learn
July 28, 2026
Independent Wealth Management
Investing
Nothing to Sell, Nothing to Defend
Can independent wealth managers actually invest? The honest answer starts with what we do not have: nothing to sell, and
July 25, 2026
Industry Insight
Europe Is Falling Behind
In a recent conversation about independent wealth management, I heard a striking remark: “Europe feels like an outdated museum.” In
July 23, 2026
Industry Insight
The Biggest Shelf No Longer Wins
For most of modern wealth management, the advantage belonged to whoever had the biggest shelf. Today, independent wealth management is
July 21, 2026
Client Relations
Unbiased Wealth Management: Whose Side Are They On?
Unbiased wealth management is easy to claim and harder to prove. In plain terms, it means your adviser has no
July 11, 2026
Technology & Trends
Wealth Management Data Hub – Legacy Mainframe Meets Modern Desk
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 6, 2026
Industry Insight
What Is The Product?
In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
June 25, 2026
Client Relations
Who Owns the Ultra High Net Worth Client Relationship?
I have sat in enough adviser transition conversations to notice a pattern that very few people in this industry discuss
June 18, 2026
Industry Insight
What Does an Independent Wealth Manager Do?
Many Private Bankers ask a straightforward question when exploring independence. What does an independent wealth manager do in practice? At
June 15, 2026
Investing
House Products vs Open Architecture: The Gap Inside Banks
In my years at a US investment bank, I knew one world very well. The discipline was real. The training
June 11, 2026
Client Relations
What Zurich’s Bahnhofstrasse Teaches Us About Independent Wealth Management
Zurich’s Bahnhofstrasse is not just one address. It is a street of possibilities. On the left and on the right,
June 9, 2026
Client Relations
What Clients Never Tell You
UHNW client retention in wealth management is one of those topics every firm claims to understand, and few actually measure
June 4, 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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