Investing
Discretionary vs Advisory Mandate: Key Differences
Choosing the right investment approach is one of the most important decisions in wealth management in Switzerland. Some investors want
March 5, 2025
Investment Management
Investing
Behavioural Finance Across Cultures
Introduction Investing is not just about numbers. Psychology plays a massive role in how people make financial decisions. Behavioural finance
February 22, 2025
Investing
How Many Investment Experts do we need?
A key question for private bankers considering a shift to independent wealth management is how many investment experts are genuinely
February 11, 2025
Investing
Endless economic growth?
Today, financial markets and political success feel tightly intertwined. When markets thrive, people feel secure, consumer confidence rises, and political
February 4, 2025
Investing
How Many Transactions Does a Portfolio Need?
When managing a portfolio, one question remains: how many transactions are necessary? Not surprisingly, clients, banks, and independent wealth managers
January 30, 2025
Investing
Beyond Investment Performance 📈
Relying solely on performance to build a client relationship is dangerous. Performance matters, of course. But that’s not all clients
January 21, 2025
Investing
Is ESG still relevant or just a pleasant façade? 🌍
Remember when ESG (Environmental, Social, Governance) dominated the conversation in finance? Every bank and investment firm was pushing for sustainable
November 26, 2024
Investing
A Hidden Gem in Asset Classes 💎
We are all familiar with cash and precious metals. But another small asset class often goes unnoticed: Alternative Investments. This
November 5, 2024
Investing
Private Equity: What You Need to Know 🔍
Private equity (PE) often promises sky-high internal rates of return (IRR); however, these numbers can be misleading. Although IRR highlights
October 22, 2024
Personal Views
The Smart Approach to Wealth Management 🏦
🏠 Status Symbols and Their Hidden Complexities Status symbols like multiple houses and luxury cars offer variety and prestige. They
August 8, 2024
Personal Views
Stand Out or Blend In? 🎯 Strategies for Wealth Managers
🎉 A part of the opening ceremony at the Olympics sparked global outrage. A scene featuring Drag Queens as Apostles
August 6, 2024
Industry Insight
Happy Birthday, Switzerland – 2024!
On August 1st, we celebrate our beautiful country and reflect on the remarkable changes over the past decades. Happy Birthday
August 1, 2024
about this topic
The “Investment Management” tag discusses the process of managing investments in independent wealth management. It focuses on portfolio construction, asset allocation, and risk management.
Learn about building and managing investment portfolios effectively. Discover strategies for asset allocation and mitigating risks.
For those involved in managing investments, the “Investment Management” tag provides essential insights. Stay informed about best practices in portfolio and investment management.
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