Investing
Thirty Minutes Should Not Be Enough. Often It Is.
Some notes on fund selection, written after the Citywire Zurich Forum 2026. By the end of the afternoon, I had
October 23, 2026
Open Architecture
Industry Insight
Is an independent wealth manager an e-bike?
I ride an e-bike, and I know exactly what some people think of it. That it is a shortcut. That
October 1, 2026
Technology & Trends
I Wasn’t Using Software. I Was Directing a Team.
AI co-work turned my home computer into something like an open-architecture platform. What that means for knowledge work.
September 3, 2026
Client Relations
NextGen Wealth Management: Convenience Without Constraint
Clients rarely ask for more technology — they ask for fewer obstacles. Why NextGen wealth management must be simple without
August 27, 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
What Does a Wealth Manager Really Do? Explained to a Wine Expert
When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.
July 16, 2026
Industry Insight
What Is The Product?
In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
June 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
Regulations
FiDA and the long data frustration
Independent wealth managers have long faced the same structural problem: unreliable, incomplete and slow data interfaces with custodian banks. Holdings
February 26, 2026
Investing
Open Architecture in Swiss Wealth Management – What It Really Means
Open architecture puts clients first – with access, choice, and transparency. Here’s how it works in Switzerland for HNWIs and
September 22, 2025
Client Relations
UHNWI vs HNWI – Key Lifestyle Differences in Switzerland
In Swiss wealth management, two acronyms dominate: HNWI (High Net Worth Individual) and UHNWI (Ultra High Net Worth Individual). While
September 15, 2025
Industry Insight
Open Architecture Wealth Management in Switzerland
What is Open Architecture in Independent Wealth Management? Open architecture in wealth management refers to an approach where independent wealth
May 23, 2025
about this topic
The “Omnibus Accounts” tag focuses on using omnibus accounts in independent wealth management. It discusses operational benefits, risks, and regulatory considerations.
Learn about the advantages and challenges of omnibus accounts. Discover the regulatory aspects impacting their use in investment management.
For wealth managers, the “Omnibus Accounts” tag offers insights into managing these accounts effectively. Stay informed about best practices and regulatory considerations.
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