Career Growth
A telling career move
Over the past months, I have noticed a quiet but consistent trend in my network. Swiss private bankers with 20
February 19, 2026
Job Change
Career Growth
Bad Leaver Status and Client Transfers Explained 🚧🤝
When a Private Banker leaves a bank to join an Independent Wealth Manager, the “Bad Leaver” clause often becomes relevant.
October 9, 2025
Career Growth
When Should a Private Banker Think About Plan B?
As a Private Banker, you’ll eventually face the following question: Should I stay with the bank until retirement, or should
December 23, 2024
Career Growth
The Real Value of a Private Banker Business Plan 💼💡
Gone are the days when wealth managers relied solely on impressive figures and flashy presentations to make an impact. Today,
December 10, 2024
Career Growth
Top Independent Wealth Management Interview Questions 💬
Moving to independent wealth management is exciting. But it would help if you asked the right questions to ensure it’s
December 5, 2024
Industry Insight
Why Wealth Managers Must Think Ahead 💼⏳
Wealth managers and clients often share the same age. However, with rising life expectancy, clients may outlive their Relationship Manager’s
November 19, 2024
Client Relations
“We” vs “I” in Private Banking: The Key to Client Loyalty 🤝💼
In Private Banking, how relationship managers communicate with clients can define the strength of client loyalty and the future success
November 14, 2024
Career Growth
Why Independent Wealth Managers Are Changing the Game 💼
Are you uncertain about where your career is heading? You’re not alone. The world of finance is more complex than
November 12, 2024
Career Growth
Financial Risk for Firms, Career Risk for Private Bankers? 💼
Both sides face risks when a private banker moves to an independent wealth manager, but the risks differ. Independent Wealth
October 31, 2024
Career Growth
From Banking to Independent Wealth Management and from a Versatile Vehicle to a Tesla 🚗🔋
Recently, I made a decision that surprised many friends and colleagues: I swapped my beautiful, yet too large, Bavarian vehicle
October 15, 2024
Industry Insight
Choosing the Right Location for Wealth Management in Switzerland 🌐
Choosing the right location is crucial for your Swiss wealth management company’s efficiency and success. Here are vital factors to
October 10, 2024
Career Growth
Where is the Grass Greener for a Relationship Manager? 🌍💼
In the past, it was often advantageous for Relationship Managers to switch from one bank to another. Such a move
October 3, 2024
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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