Industry Insight
Prestige or Flexibility
Swiss Private Banks vs Independent Wealth Managers: What’s Best? Switzerland’s private banks have long been synonymous with security, prestige, and
May 2, 2025
Open Architecture
Industry Insight
Open Wealth Initiative
What is Open Wealth? Open Wealth in Switzerland represents a bold step towards modernising wealth management. Standardised APIs enable seamless
March 10, 2025
Industry Insight
Gold: Metal Account or Physical Storage?
When investing in gold, you face two main options: a metal account 🏦 or physical gold. Each path has its
January 23, 2025
Investing
Open Investment Platforms: Why You Need to Be Cautious
Open investment platforms give access to a wide range of non-traditional products. Exciting, right? But with that variety comes complexity.
January 16, 2025
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
Investing
Open Architecture in Investment: More than just a buzzword? 📈
Browsing through the websites of independent wealth managers, the term “Open Architecture” prominently stands out. But what’s behind it? Open
February 17, 2024
Investing
The Future of Wealth Management: Why Open Architecture Is the Only Choice in 2024
Open architecture is a framework that allows independent wealth managers to access various investment products from multiple providers. Unlike proprietary
January 3, 2024
Industry Insight
Airports & Investments: An Insightful Analogy on Diversity and Choice 🌍✈️💼📈
Anyone who has ever spent time at Zurich’s Kloten airport can’t help but observe the prominent presence of Swiss International
November 28, 2023
Publications
Banks’ Shift From Open Architecture To In-House Products – What’s Driving Change?
In this guest commentary, a senior Swiss EAM executive argues that the return of in-house products isn’t necessarily negative. For
November 24, 2023
Career Growth
Challenges Faced by Relationship Managers at Independent Wealth Managers: A Not-So-Serious Take 🎩
1️⃣ Autonomy Overload: Making independent decisions without CC-ing a 50-person team can feel like walking a tightrope without a safety
October 17, 2023
Industry Insight
The Automotive Blueprint: What Finance Could Learn from Porsche, BMW, and Mercedes 🏎️💼🔄
Enter any Porsche, BMW, or Mercedes showroom, and sleek designs and a symphony of collaboration greet you. These automotive giants,
October 11, 2023
Industry Insight
The Wealthy Client’s Dilemma: Choosing Between Banks and Independent Wealth Managers 🏦💼
For wealthy clients, banks offer essential operational functions, including access to various in-house products and online banking. We actively monitor
September 5, 2022
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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