Technology & Trends
How I Won Our World Cup Contest
What does a football prediction contest have to do with AI in wealth management? More than I expected. I won
July 27, 2026
Private Banking
Industry Insight
The Biggest Shelf No Longer Wins
For most of modern wealth management, the advantage belonged to whoever had the biggest shelf. Today, independent wealth management is
July 21, 2026
Industry Insight
What Does a Wealth Manager Really Do? Explained to a Wine Expert
When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.
July 16, 2026
Client Relations
Europe’s Most Onboardable Fortunes: 30 UHNWIs Without an Operating Company (2026)
Every January, the famous rich lists arrive, and they tell private bankers roughly the same story. As a rule, the
July 15, 2026
Industry Insight
A Useful Resource for Swiss Wealth Management
For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size
July 15, 2026
Industry Insight
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.
July 14, 2026
Client Relations
Unbiased Wealth Management: Whose Side Are They On?
Unbiased wealth management is easy to claim and harder to prove. In plain terms, it means your adviser has no
July 11, 2026
Client Relations
40% Performance — But Since When?
I checked my own pillar 3a account last week and saw a performance figure of more than 40%. And, to
July 9, 2026
Technology & Trends
Stop Chasing the Perfect System
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 7, 2026
Industry Insight
Disappear Or Merge
People often ask whether independent wealth managers will disappear. In most cases, this is unlikely to be how the transition
July 2, 2026
Technology & Trends
Invisible Banking
During a recent stay in Marrakech, one thing struck me almost immediately. Banks seemed to be everywhere. Branches, cash machines
June 30, 2026
Industry Insight
What Is The Product?
In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
June 25, 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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