Industry Insight
Bank or independent wealth manager? Why the strongest Swiss setups use both
Bank or independent wealth manager? In my experience, the strongest Swiss setups use both. The two Swiss Army knives in
October 29, 2026
Private Banking
Career Growth
The most innovative months in wealth management — a theory
It is October, and I am writing about April. That is deliberate. October is neither my best month nor my
October 22, 2026
Client Relations
The Question Clients Rarely Ask
I recently heard about a question a client put to one of our advisers, almost apologetically: “And if something happens
October 20, 2026
Client Relations
The language a client worries in
The private bankers who keep their clients for decades often share something I did not expect. Their mother tongue is
October 15, 2026
Client Relations
When wealth is no longer meant to grow
A quiet shift is underway in many wealthy families: the objective is moving from growth to duration. The portfolio is
October 8, 2026
Industry Insight
Munich and a Missing Piece
I went to Munich for the Oktoberfest and came back thinking about custody. More precisely, I came back thinking about
October 2, 2026
Industry Insight
Is an independent wealth manager an e-bike?
I ride an e-bike, and I know exactly what some people think of it. That it is a shortcut. That
October 1, 2026
Client Relations
Bank Hopping for Clients: When Switching Your Swiss Bank Pays Off
Bank hopping is usually discussed as a banker’s career move. This is the client’s side: when switching pays, what it
September 28, 2026
Industry Insight
Private Bank, External Asset Manager or Family Office: Which Structure Fits
Private bank, external asset manager or family office? Who holds the assets, who earns what, what each really costs, and
September 16, 2026
Client Relations
HNWI Account Options in Switzerland, Compared
Four ways to bank a seven-figure portfolio in Switzerland, with realistic minimums, all-in costs, and the six criteria that actually
September 11, 2026
Technology & Trends
A $20 ChatGPT Subscription Is Not an AI Strategy
Giving employees a chatbot is not an AI strategy. Real gains start when AI becomes part of the operating model.
September 10, 2026
Career Growth
Ten Per Cent — and Who Adjusts Fastest
At altitude a golf ball flies ten per cent further. What that teaches about how fast good bankers recalibrate in
September 8, 2026
about this topic
The “Private Banking” tag focuses on bespoke financial services provided to high-net-worth individuals. It discusses evolving trends, strategies, and challenges in the private banking sector.
Learn about the personalised nature of private banking services and how they cater to affluent clients. Discover the latest trends and strategies in managing substantial wealth.
For professionals in the sector, the “Private Banking” tag offers insights into maintaining and enhancing private banking services. Stay informed about the unique aspects of serving high-net-worth clients.
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