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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 —
President Donald Trump’s new tariff strategy is sending shockwaves through global markets. In early April 2025, the U.S. administration imposed
Markets moved fast in Q1 — and not always in a straight line. For investors, it was a quarter full
Wealth Protection & Growth – Smart Investment Strategies For high-net-worth individuals (HNWIs), investing large sums of money isn’t just about
Introduction The financial industry is evolving fast. Investors demand data-driven decisions, real-time insights, and hyper-personalised portfolios, and traditional advisory models
Many smaller investors, whether young or less wealthy, face a hidden challenge: investment suitability rules. These regulations aim to protect
Choosing the right investment approach is one of the most important decisions in wealth management in Switzerland. Some investors want
Introduction Investing is not just about numbers. Psychology plays a massive role in how people make financial decisions. Behavioural finance
A key question for private bankers considering a shift to independent wealth management is how many investment experts are genuinely
Today, financial markets and political success feel tightly intertwined. When markets thrive, people feel secure, consumer confidence rises, and political
When managing a portfolio, one question remains: how many transactions are necessary? Not surprisingly, clients, banks, and independent wealth managers
Relying solely on performance to build a client relationship is dangerous. Performance matters, of course. But that’s not all clients
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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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