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
Investment Performance
Client Relations
40% Performance — But Since When?
I checked my own pillar 3a account last week and saw a performance figure of more than 40%. And, to
July 9, 2026
Investing
Gold at Record Highs
What record prices really measure Gold is trading at a record high. US equity markets are also close to all-time
February 1, 2026
Investing
Clarity in uncertain markets
Markets continue to rise, even as uncertainty dominates the global news cycle. Political tension, regulatory pressure and geopolitical fragmentation shape
January 22, 2026
Investing
Portfolio 2025
From Narrative to Numbers: Launching a Theme-Based Model Portfolio In December 2024, a simple model portfolio was launched with a
December 15, 2025
Investing
Investment Outlook 2026: Trends, Picks, and Key Risks
Disclaimer This Investment Outlook 2026 is produced by ChatGPT using several investment outlooks uploaded by the author from financial institutions
December 14, 2025
Investing
Compound Returns in Wealth Management: Why Time is Your Strongest Asset
What Is Compound Return? Compound return, often referred to as compound interest, is the process by which your investment generates earnings
October 20, 2025
Investing
Open Architecture in Swiss Wealth Management – What It Really Means
Open architecture puts clients first – with access, choice, and transparency. Here’s how it works in Switzerland for HNWIs and
September 22, 2025
Investing
Understanding Economic Conditions
Introduction Economic conditions shape not only national policies but also personal financial decisions. From inflation to depression, each phase of
April 21, 2025
Regulations
Protect Your Job Before It’s Too Late
As an independent wealth manager, your job depends on the stability of your firm. If you push your company to
April 15, 2025
Investing
April 2025 Market Rebound
What the 9 April Rally really Means for Investors – and Why the Biggest Stock Market Gains Often Come When
April 10, 2025
Investing
Emotional Investing & HNW/UHNW Investors
Wealthy investors—High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs)—often believe success in business means success in investing. However, emotional investing —
April 8, 2025
about this topic
The “Investment Performance” tag examines the results and efficiency of investment strategies in independent wealth management. It provides insights into performance metrics and factors influencing success.
Learn about evaluating investment performance through benchmarks and metrics. Discover the key factors that impact the success of investment strategies.
For professionals, the “Investment Performance” tag offers valuable insights into assessing and enhancing portfolios. Stay informed about measuring and improving investment results.
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