Investing
Private Equity Firms in Switzerland: The List
A verified list of 18 private equity firms headquartered in Switzerland, plus four that are commonly listed as Swiss but
October 12, 2026
Investment
Investing
Two Days, Many Perspectives
Two days in the mountains on emerging cities as engines of growth — and why the conversations between sessions mattered
September 18, 2026
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
Industry Insight
What Is It Worth?
One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation
August 20, 2026
Investing
Where the Gold Actually Sits: Storing Precious Metals in Switzerland
Bank vault, bonded warehouse or private vault? Allocated versus pooled, the Swiss VAT split between gold and the white metals,
August 11, 2026
Investing
Nothing to Sell, Nothing to Defend
Can independent wealth managers actually invest? The honest answer starts with what we do not have: nothing to sell, and
July 25, 2026
Industry Insight
Why independent wealth managers matter
In politics, extremes are often labelled as good or evil. The same logic sometimes seeps into finance. With imagination, one
March 12, 2026
Industry Insight
Europe is falling behind
In a recent conversation, I heard the remark: “Europe feels like an outdated museum.” In 2025, this is no longer
March 10, 2026
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
ESG 2026: Independent Wealth Management in Switzerland — Promise, Limits & Asia’s Rise
ESG-independent wealth management in Switzerland is at a crossroads. On the one hand, global disclosure standards such as the ISSB’s
November 22, 2025
Technology & Trends
AI Investment Research Platforms (2025)
Independent wealth managers operate in a world where clients expect global insights, fast reactions, and well-structured investment narratives. Meanwhile, regulations
November 21, 2025
Investing
The Shift in Investment Research
The Role of AI in Modern Investment Research The discussion around AI in investment research is gaining momentum. Some expect
November 18, 2025
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The “Investment” tag centres on various aspects of investing within independent wealth management. It covers investment strategies, market analysis, and portfolio diversification.
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