Investing
Trump, AI and Markets
Since Donald J. Trump’s return to the White House in early this year, political messaging has once again become market-moving
October 2, 2025
Industry Insight
Undervalued: Why Swiss wealth managers may be leaving value on the table
Valuations in the independent wealth management space are evolving rapidly. Despite sound fundamentals, many Swiss firms still trade at a
September 30, 2025
Personal Views
Personal Safety and Wealth Protection
A reflection from Hong Kong, Singapore, and China One of the things I value most when travelling – particularly in
September 25, 2025
Investing
Even Gold Isn’t Safe Anymore
Gold has long been seen as the ultimate neutral asset — untouched by political manoeuvring. That illusion just cracked. 🗓️
August 8, 2025
Investing
39% US Tariffs on Swiss Goods
– A Headache for Exporters, a Signal for Wealth Managers The US has announced tariffs of up to 39% on
August 4, 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
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
Regulations
Smarter Compliance with the Right AI Creativity Scale
KYC rules are becoming stricter, yet firms continue to rely on relationship managers to write reports manually, which is slow
May 22, 2025
Technology & Trends
Where the Risk Begins
The Hidden Geography of Cyber Intrusion in Wealth Management In today’s hyperconnected financial world, wealth management websites have evolved beyond
May 17, 2025
Technology & Trends
Why Wealth Firm Websites Attract Silent Cyber Threats
What boutique access logs reveal about quiet, persistent digital attacks 🔍 I recently analysed access logs from a boutique wealth
May 7, 2025
Regulations
Protect Your Job Before It’s Too Late
As an independent wealth manager, your job depends on the stability of your firm. If you push your company to
April 15, 2025
Explore the Wealth Management Blog Archive by Year
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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The “Risk Management” tag in independent wealth management delves into strategies and tools used to identify, assess, and mitigate financial risks. It covers market risk, credit risk, and operational risk.
Learn about the importance of a robust risk management framework in protecting client assets. Discover techniques for managing various types of financial risks.
For professionals, the “Risk Management” tag offers insights into maintaining stability in financial portfolios. Stay informed about best practices in risk mitigation.
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