
A Discipline, Not a Given
For decades, wealth management rested on a quiet assumption: that the future would differ from the present without becoming unrecognisable.
⚠️ AI-assisted translation – minor discrepancies possible.

For decades, wealth management rested on a quiet assumption: that the future would differ from the present without becoming unrecognisable.

The annual meeting of the World Economic Forum in Davos has long positioned itself as a global platform for dialogue.

As the year draws to a close, 2025 leaves us with a clear reminder. Reality has layers, and each one

When a Private Banker leaves a bank to join an Independent Wealth Manager, the “Bad Leaver” clause often becomes relevant.

8 May 2025. A date that might pass unnoticed—unless you watch markets closely or remember 2010. Back then, the EU

Introduction Economic conditions shape not only national policies but also personal financial decisions. From inflation to depression, each phase of

The US-China trade war drama continues with no end in sight. Tariffs increase, negotiations stall, and both governments hold firm.

It’s been a demanding stretch for Swiss independent wealth managers. Markets are restless, headlines are loud, and tariffs are again

What the 9 April Rally really Means for Investors – and Why the Biggest Stock Market Gains Often Come When

President Donald Trump’s new tariff strategy is sending shockwaves through global markets. In early April 2025, the U.S. administration imposed

Markets moved fast in Q1 — and not always in a straight line. For investors, it was a quarter full

🌍 Navigating the post-Trump era is a adaptability and (strategic) resilience masterclass. For Swiss independent wealth managers, his presidency offers
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
The “Politics” tag examines how political events, policies, and climates impact independent wealth management. It discusses the interplay between political decisions and financial market dynamics.
Learn about the implications of political decisions on investment strategies and market trends. Discover how political climates can influence wealth management practices.
For those in the financial sector, the “Politics” tag provides valuable insights. Stay informed about the effects of political events on wealth management and investment strategies.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.
search the blog
popular topics