Industry Insight
Pick Your Own Truck
A million people on the Bahnhofstrasse today. Statistically, a few thousand of them manage other people’s money for a living.
August 8, 2026
Operations
Technology & Trends
Wealth Management Data Hub – Legacy Mainframe Meets Modern Desk
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 6, 2026
Industry Insight
Outlasting the List
Switzerland’s FINMA registry, as of 2025, lists over 1,300 licensed independent wealth managers. But how many are missing? This list
October 21, 2025
Regulations
How to Write a Strong KYC Narrative: A Guide for Relationship Managers
In today’s compliance environment, a strong KYC (Know Your Customer) narrative is essential for every Relationship Manager. KYC sits at
October 6, 2025
Industry Insight
Undervalued: Why Swiss wealth managers may be leaving value on the table
Valuations in the independent wealth management space are evolving rapidly. Despite sound fundamentals, many Swiss firms still trade at a
September 30, 2025
Investing
Private Banking Fees in Switzerland – Transparent Comparison
Swiss private banking remains a global benchmark for wealth management, but fee structures are not always transparent. For high-net-worth individuals
September 29, 2025
Industry Insight
Custodian Banks: Beyond the Brand
Where trust is built on speed, not just a name In the world of independent wealth management, a quiet shift
September 23, 2025
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
Regulations
KYC feels like writing an essay…
Do you remember school days? You spent hours writing an essay, making sure the structure was right. But in the
September 10, 2025
Industry Insight
The 5 Swiss Cantons Independent Wealth Managers Flock To – and Why
When launching an independent wealth management firm, the question isn’t “where do I want to live?” – “Where does my
September 2, 2025
Client Relations
Balancing Scalability and Flexibility in Wealth Management
Few talk about this quiet dilemma, yet every independent wealth manager faces it: How do you scale your business without
August 14, 2025
Technology & Trends
Naming Files in 2025: Strategy or Survival?
Sometimes the true challenge isn’t creating the content – it’s naming it. The draft is ready. You save it. Client_Presentation_2025.pdf
August 10, 2025
about this topic
The “Operations” tag in independent wealth management focuses on operational management within the sector. It covers business processes, technological integration, and client service operations.
Learn about enhancing operational efficiency through workflow optimisation and technology adoption. Discover best practices in managing back-office functions.
For those in wealth management, the “Operations” tag offers insights into improving operational aspects. Stay informed about innovative approaches to streamline and enhance operations.
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