Client Relations
Private Banking vs Independent Wealth Management
The Real Battle for UHNWIs 💼 Private Banking vs Independent Wealth Management: The Real Battle for UHNWIs The world of
February 17, 2026
Reflection
Client Relations
Global Wealth Needs Independent Guidance
Global wealth expands across borders faster than families can adapt. Regulations tighten. Tax regimes shift. Markets remain unpredictable. Families with
February 12, 2026
Personal Views
Swiss Private Banking Faces Decline: Asia and the Middle East Rise
By the time I retire, Swiss Private Banking will no longer be the global leader in wealth management. Asia and
February 10, 2026
Career Growth
Who Do You Serve? 💼✨
They continue to serve both client and employer, but through integrity rather than obligation. Wealth management between institutions and independence
January 29, 2026
Career Growth
Schnappszahl 55 – When Experience Sparkles 🥂
Today feels like one of those moments to pause. A schnappszahl — a double number — a small personal milestone.
January 9, 2026
Client Relations
Clients don’t forget. 💭
The past year has shown a clear trend across the banking industry: a growing focus on risk reduction. Understandable, perhaps
January 8, 2026
Client Relations
Guidance, Trust and Vision – Reflections for Epiphany 👑
On 6 January, Epiphany reminds us of an ancient story: three wise men following a star, seeking something greater than
January 6, 2026
Industry Insight
Layers of Reality 2025
As the year draws to a close, 2025 leaves us with a clear reminder. Reality has layers, and each one
December 27, 2025
Industry Insight
Words from Paradeplatz: The Best EAM Desks in Switzerland 2025
This Best EAM Desk 2025 overview is an independent, non-sponsored assessment of external asset manager (EAM) desks serving independent wealth
December 8, 2025
Personal Views
Santa Claus at Paradeplatz 🎅🏼
On the morning of 6 December, Paradeplatz welcomed an unexpected visitor. Santa Claus decided to put the children’s verses aside
December 6, 2025
Industry Insight
The Rise of Independent Wealth Management in Switzerland: 2026 Outlook
Independent wealth management in Switzerland is entering a new phase of maturity. As a result, more clients than ever are
November 23, 2025
Career Growth
Driven by Freedom
Going electric reminded me of joining an independent wealth manager: initially unfamiliar, then freeing. I’ll admit it: I’m a creature
September 9, 2025
about this topic
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