Investing
What Is Actually Written in a Discretionary Investment Mandate
A discretionary investment mandate is a power of attorney with limits attached. The clauses that matter, the ranges that decide
September 7, 2026
Private Banking
Technology & Trends
What AI Costs by the Token: API Pricing for Wealth Managers (Snapshot)
AI token pricing across ten models, checked August 2026: what the APIs charge, the discounts and surcharges that matter —
September 2, 2026
Regulations
Cross-Border Compliance: Why a Passport Decides Where a Client Can Bank
The country matrix, residence versus nationality, debanking and PEP risk: how cross-border compliance really decides where a client can bank,
August 24, 2026
Industry Insight
Wealth Management in Switzerland: The Definitive Guide
How the Swiss wealth management market is actually structured: the four provider types, what each costs, who regulates them, and
August 21, 2026
Technology & Trends
AI for Independent Wealth Managers: What It Actually Costs (Snapshot)
What AI tools actually cost a wealth management firm in 2026: business-tier prices per seat, data-protection terms, industry systems —
August 19, 2026
Regulations
What the KYC Process at a Swiss Private Bank Really Looks Like
Source of wealth, Form A, PEP screening and realistic timelines: how KYC at a Swiss private bank actually works, and
August 17, 2026
Client Relations
Asia’s Most Onboardable Fortunes: 15 UHNWIs Without an Operating Company (2026)
Same honesty note as the Africa edition: of all the regions in this series, Asia is the hardest to turn
August 17, 2026
Investing
Gold Storage in Switzerland: Where the Gold Actually Sits
Bank vault, bonded warehouse or private vault? Allocated versus pooled, the Swiss VAT split between gold and the white metals,
August 11, 2026
Client Relations
Latin America’s Most Onboardable Fortunes: 30 UHNWIs Without an Operating Company (2026)
Geneva has run Latin American money for the better part of a century. Indeed, the Romandy private-banking desks grew up
August 10, 2026
Technology & Trends
The Challenge Sits In The Middle
Swiss private banking is under pressure, but the pressure is often described in the wrong place. Almost nobody describes it
August 6, 2026
Client Relations
Africa’s Most Onboardable Fortunes: 15 UHNWIs Without an Operating Company (2026)
A quick, honest disclaimer before the list: of all the editions in this series, Africa is the one where a
August 2, 2026
Industry Insight
What Is Holding Swiss Wealth Management Back?
A little over ten years ago, two aspiring independent wealth managers from Hong Kong visited us in Switzerland to learn
July 28, 2026
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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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