Personal Views
Golf is like Wealth Management – success begins with patience ⛳️
✨ What golf in Crans-Montana taught me about wealth, AI and leadership… This weekend in Crans-Montana – the home of
August 30, 2025
Reflection
Personal Views
Global Financial Centres Ranking: Stability or Risk?
The Global Financial Centres Index (GFCI) is the benchmark that investors, regulators, and governments watch closely. From Zurich to Singapore,
August 27, 2025
Technology & Trends
Is Prompting Personal Enough? 💬
In the past, writing a thank-you letter was normal. If you received a gift, you sat down with pen and
August 24, 2025
Career Growth
Are You Still a Co-Pilot — or Ready to Be the Captain? ✈️
As a Senior Private Banker, you’ve spent years navigating volatile markets 🌍, building trust, and steering complex portfolios through unpredictable
August 19, 2025
Career Growth
5 Reasons Why Swiss Private Bankers Are Moving to Independent Wealth Management
Independent Wealth Management in Switzerland is becoming the leading choice for private bankers. 1. Higher Earnings Potential Private bankers in
August 18, 2025
Industry Insight
Why Independent Wealth Managers Spike
The founding years of today’s FINMA-licensed independent wealth managers show clear waves. These spikes aren’t by chance—they reflect moments of
July 18, 2025
Industry Insight
Weak USD 📉
In times of currency volatility, few developments carry as much weight as a weakening US dollar. For independent wealth managers
July 9, 2025
Personal Views
Out of the Office. The auto-reply is set.
The out-of-office message is polite: “I will have limited access to email.” Notifications are silenced. The laptop is packed away.
July 6, 2025
Personal Views
One Room, Twelve Seasons 🧣🌴
When summer hits our office, things heat up… and cool down. At the same time, we run twelve seasons. Let’s
July 1, 2025
Industry Insight
What El Gouna and Swiss Wealth Managers Have in Common 🔍
At first glance, a Red Sea resort and a Swiss independent wealth management office couldn’t be further apart. But look
June 29, 2025
Investing
From Tombs to Trusts: Ancient Strategies for Modern Wealth 🛕
The sands of Luxor reveal insights into one of today’s most enduring financial challenges: how to preserve wealth across generations.
June 28, 2025
Personal Views
From Pharaohs to Brussels – Is Europe Facing Its Own Civilisational Decline? 🌍
Thinking in generations means recognising the signs of historical shift. Ancient Egypt once stood as a beacon of civilisation, rich
June 27, 2025
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