Personal Views
Tariffs Trump: Market Fallout 2025
President Donald Trump’s new tariff strategy is sending shockwaves through global markets. In early April 2025, the U.S. administration imposed
April 7, 2025
Investment Performance
Investing
Open Architecture vs Proprietary Platforms: What Swiss Investors Should Know
Introduction Swiss investors increasingly face critical decisions in today’s evolving wealth management landscape: continue with proprietary investment platforms tied to
April 5, 2025
Personal Views
Quarterly Review Q1-2025 🌍
Markets moved fast in Q1 — and not always in a straight line. For investors, it was a quarter full
April 1, 2025
Investing
How to Invest 10 Million Safely
Wealth Protection & Growth – Smart Investment Strategies For high-net-worth individuals (HNWIs), investing large sums of money isn’t just about
March 30, 2025
Technology & Trends
Why AI is Reshaping Wealth Management
Introduction The financial industry is evolving fast. Investors demand data-driven decisions, real-time insights, and hyper-personalised portfolios, and traditional advisory models
March 15, 2025
Regulations
Investment Access: A Fair Chance? 💼
Many smaller investors, whether young or less wealthy, face a hidden challenge: investment suitability rules. These regulations aim to protect
March 11, 2025
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
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
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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