Career Growth
Seven Fire Types and One Lesson on Balance
My first experience with an independent wealth manager began with strong momentum. I joined a group of seven highly driven
May 28, 2026
Independent Wealth Management
Publications
Swiss EAMs Look Forward After Regulation: Consolidation?
This news service recently spoke to a figure in Switzerland’s independent wealth management sector about the impact of new regulations
May 27, 2026
Regulations
Debanking in Switzerland: A Quiet Shift in the Client–Bank Relationship
380 per cent in six years. This is the increase in formal “restrictions” imposed by Swiss banks, as reported to
May 25, 2026
Regulations
Swiss Independent Wealth Managers and AMLA
What Changes – and What Stays the Same his article provides general information only and does not offer legal, regulatory
May 22, 2026
Personal Views
Freedom to Say No in Wealth Management
In wealth management, advice is almost always framed in terms of action. Clients expect ideas, recommendations and solutions, and advisers
May 21, 2026
Industry Insight
Independent Wealth Manager Explained
An independent wealth manager operates outside a bank. However, independence means much more than organisational distance. In practice, this model
May 15, 2026
Client Relations
Time Allocation
In wealth management, there is a question that is rarely asked openly but answered every day by clients: where does
May 12, 2026
Client Relations
Built On One Person
One of the defining strengths of independent wealth managers is also a structural risk. In many founder-centric wealth management firms,
May 12, 2026
Technology & Trends
Digital Wealth Management Myths
When people discuss the great wealth transfer, one topic dominates the conversation: digitalisation. Many assumptions around digital wealth management myths
May 7, 2026
Industry Insight
Incentive Structures
Every few years, the same pattern repeats inside large private banks. A new chapter is announced, packaged as a fresh
May 5, 2026
Career Growth
Industry Consolidation
One number from the recent study “Independent Wealth Managers in Switzerland 2026” stands out: around 25% of firms are not
April 30, 2026
Industry Insight
Fiat 500 or 7 Series BMW?
The question of an independent wealth manager vs a bank is often difficult to explain — especially to those new
April 28, 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.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.