Personal Views
Made for America? Who Really Pays the Price in Global Trade📱
It’s been a demanding stretch for Swiss independent wealth managers. Markets are restless, headlines are loud, and tariffs are again
April 13, 2025
Reflection
Investing
Open Architecture vs Proprietary Platforms: What Swiss Investors Should Know
Introduction Swiss investors increasingly face critical decisions in today’s evolving wealth management landscape: continue with proprietary investment platforms tied to
April 5, 2025
Personal Views
Wealth Management at 30 Degrees and Full of Ease
I just arrived at my next destination. I’m still thinking about the days in Singapore, especially the energy among independent
April 4, 2025
Personal Views
Looking Beyond Europe?
What Hong Kong’s new alliances could teach Swiss businesses. I was recently in Hong Kong – a city that never
March 31, 2025
Career Growth
The Wealth Advisor Shortage: A Crisis You Can’t Ignore 🚨
The wealth management industry is heading for a storm. By 2034, there will be 90,000 to 110,000 fewer financial advisors.
March 20, 2025
Industry Insight
Top 5 Books About Swiss Private Banking & Wealth Management Thrillers
Swiss banking has long been shrouded in secrecy, making it the perfect backdrop for thrilling financial dramas. Whether you’re interested
March 12, 2025
Industry Insight
Advanced Wealth Management Terms 🧩
Wealth management jargon can feel overwhelming. Simplifying these terms strengthens your connections with clients and builds trust. Below, we decode
March 8, 2025
Career Growth
Routine vs Vision: Do you know where your company is heading? 🔄
Be honest—do you, as a Swiss independent wealth manager’s employee, truly know where your company is heading? Or do you
March 4, 2025
Client Relations
Why Relationship Managers Thrive with Independent Wealth Managers 🔥
Switching from one major bank to another can involve risks, but the benefits for relationship managers seeking more flexibility are
February 25, 2025
Industry Insight
Natural Branding: An Evolution Over Generations 🔹
Many of the most prestigious Swiss private banks we know today started similarly to modern wealth managers – small, unknown,
February 18, 2025
Industry Insight
Private Banking vs Independent Wealth Management – Which One Is Right for You?
Introduction Managing money can be complex. Some people choose private banking. Others prefer wealth management. But which one suits you?
January 22, 2025
Industry Insight
Wealth Management vs Private Banking 💼
The world of financial services has undergone significant changes. At its inception, wealth management encompassed all aspects. It addressed every
January 3, 2025
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