Regulations
Western Influence in PEP Checks
A Challenge for Global Wealth Managers Imagine an independent wealth manager in Zurich, London or Singapore losing a promising client
July 14, 2025
Politically affiliated person
Regulations
The Evolution of KYC in Swiss Wealth Management
From Reputation to Regulation — And What Comes Next Once, it was enough for a client to appear in the
June 7, 2025
Regulations
Understanding Money Laundering, Bribery and Corruption
Financial crime continues to challenge global institutions, erode public trust, and damage economies. Among the most significant forms of such
June 4, 2025
Regulations
PEP Checks: A Challenge
A Growing Challenge for Independent Wealth Managers For independent wealth managers, ensuring compliance is not just a regulatory checkbox—it’s a
April 19, 2025
Regulations
The Future Financial Hub? Not Zurich. Not Singapore.
Wealth is no longer where it used to be. In Africa and Asia, a new generation of high-net-worth individuals is
April 3, 2025
Industry Insight
Strategic Resilience
🌍 Navigating the post-Trump era is a adaptability and (strategic) resilience masterclass. For Swiss independent wealth managers, his presidency offers
January 20, 2025
Personal Views
The WEF 2025: Global? 🌏
The World Economic Forum 2025 is about to begin. Once again, Davos, Switzerland, will take centre stage. Leaders from politics,
January 18, 2025
Personal Views
Reflecting on Campaign Fundraising 💡
Kamala Harris recently raised a staggering $1 billion in campaign fundraising, outpacing her rivals in what is shaping to be
October 27, 2024
Personal Views
WEF2024 in Davos: Rebuilding Trust in a Fractured World
As the scenic Davos gears up for the World Economic Forum 2024, the focus is on a pivotal theme: “Rebuilding
January 12, 2024
Regulations
Reflecting on PEP Status (Politically Exposed Persons) 🌐
🤔 Inspired by yesterday’s post about the venerable Alfred Escher, it led me to ponder the following question: 🤔 In
December 8, 2023
Personal Views
Saturday Reflection: Nostalgia and Progress 🚂✨
I am back from a short trip to Lugano. 🚂 The city, which has always been a jewel of Switzerland,
December 7, 2023
Regulations
Beyond the Money Laundering Headlines
Banks often find themselves at the centre of criticism in the anti-money laundering debate. Yet, it’s essential to see the
December 2, 2023
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The “Peacetalk” tag is dedicated to discussions and initiatives focused on fostering peace and resolving conflicts between nations globally. It encompasses diplomatic efforts, peace negotiations, and the role of international organisations in mediating disputes.
This tag highlights the importance of dialogue, understanding, and cooperation in the pursuit of global peace and security. Discover insights into current peacemaking efforts, historical peace agreements, and the challenges and successes of diplomatic endeavours aimed at making peace.
For those interested in global peace efforts, the “Peacetalk” tag offers valuable information. Stay informed about the initiatives and strategies that contribute to resolving conflicts and fostering international harmony.
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