Client Relations
When wealth is no longer meant to grow
A quiet shift is underway in many wealthy families: the objective is moving from growth to duration. The portfolio is
October 8, 2026
Next Generation
Client Relations
The Next Generation Is Already Watching
In wealth management, the next generation is often the most overlooked person in the room. Yet trust forms long before
September 24, 2026
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The next generation in wealth management: heirs and young clients, the transfer of wealth between generations and new talent entering Swiss private banking and independent asset management.
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