Technology & Trends
The Silent Drama of the Shared Calendar
Modern scheduling is no longer about time. It’s about interpretation. The invite comes in. 08:00. Monday. No context. Just a
August 3, 2025
Operations
Career Growth
Extrinsic vs. Intrinsic Motivation 🔍
Extrinsic motivation arises from external rewards – salary, benefits, or recognition through praise and promotions. These factors are powerful reasons
December 28, 2023
Technology & Trends
Embracing blockchain for Seamless Securities Transfers: Reflections from the Past
I vividly recall my days as a back office employee at Citicorp Private Bank in Zurich (today, Citigroup), where I
July 9, 2023
Personal Views
Striking the Right Balance: NEO Banks & Wealth Management
No doubt, using a NEO bank is amusing and incredibly convenient, especially when living, more or less, pay cheque to
June 30, 2023
Personal Views
Unleashing Innovation: Breaking Free from the Chains of Financial Tradition
It’s human nature to feel comfortable in familiar surroundings and follow the instructions given to us. Many enter the office
April 21, 2023
Technology & Trends
🚀💡 GPT Revolution in Wealth Management: Enhancing Decisions & Client Experience 🌐📊
The GPT Revolution in Wealth Management is gaining traction in the financial industry. These models offer powerful tools that can
February 15, 2023
Industry Insight
Balancing the Books: Understanding the Role of Balance Sheets in Wealth Management and Banking 📊🏦
Wealth managers are often questioned about their balance sheets. However, this economic factor is predominantly significant for banks rather than
November 5, 2022
Industry Insight
Simplifying Account Opening: The Quest for Standardisation in Swiss Wealth Management 📝🏦
In independent wealth management, firms typically collaborate with multiple banks to serve their wealthy clients. A notable challenge in this
June 25, 2022
Regulations
Unlocking the Mystery of Loan-to-Value 📈💡
Loan-to-value, or LTV for short, remains a myth in our industry. The methodology is challenging to understand on numerous occasions.
January 5, 2022
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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