Personal Views
How much America is in your portfolio?
Trade stats are boring. Until you realise how much of it is your fault. A TGIF thought for economists, wealth
June 6, 2025
Reflection
Industry Insight
When Fame Finds Finance
Could a celebrity co-sign be the next big move for independent wealth managers? It’s no secret that celebrity culture has the
June 3, 2025
Personal Views
Independent Wealth, Enduring Values – Allegra!
What connects the serene mountains of the Swiss Lower Engadin with independent wealth managers in Switzerland? Surprisingly much. While many
June 2, 2025
Personal Views
Weekend Reflections: What’s With the Bracelet? 🧿
Recently, I’ve noticed a subtle yet significant trend emerging within the financial and professional services sector — and no, it’s
June 1, 2025
Personal Views
Milan vs Zurich: What Ferraris and Porsches Say About Wealth Culture
Ferrari in Milan, Porsche in Zurich — What Luxury Reveals About Culture Two cities with the same wealth — but
May 16, 2025
Client Relations
Trust and Independence in Wealth Management
Trust and independence are paramount in independent wealth management. Clients don’t just seek financial expertise; they look for a partner who can
May 10, 2025
Personal Views
Lugano’s Wealth Niche: Focused, Discreet, Distinct
I spent two days in Lugano and was reminded how this small Swiss city has quietly defined its place in
May 9, 2025
Industry Insight
Independent Wealth Managers vs. Banks – Which Car Are They? 🚗💨
If wealth managers were cars, banks would be the luxury sedans – big, comfortable, reliable, but tied to one manufacturer.
May 1, 2025
Regulations
AEOI – Why No Confirmation?
The automatic exchange of information (AEOI) was designed to build trust. Every year, countries exchange vast amounts of financial data.
April 29, 2025
Personal Views
Mentors Shape Your Wealth Manager Success
Independent wealth managers in Switzerland enjoy freedom. But with freedom comes responsibility. Clients expect more, regulations tighten and the market
April 24, 2025
Technology & Trends
AI vs. Search Engines
The Future of Information in Wealth Management 🤖🔍 We have all been there. You type a question into Google, scroll
April 22, 2025
Client Relations
Let’s be honest…
How did you tackle your Sprüngli Easter bunny? 🐰 Bunny Headfirst? (Team Alpha)👂 Ears first? (Structured approach)🦶 From the bottom
April 21, 2025
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