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
Risk Management
Regulations
The Future Financial Hub? Not Zurich. Not Singapore.
Wealth is no longer where it used to be. In Africa and Asia, a new generation of high-net-worth individuals is
April 3, 2025
Industry Insight
Let’s Get Fit as Independent Wealth Managers 💪
2025 is knocking. It’s time to set clear “get fit” goals and get ahead of the game. Here are the
December 26, 2024
Investing
Buying at Par, Maturing at Par: The Long-Term Investor’s Peace of Mind
Steady Eddy When you buy bonds at par, and they mature at par, you’re signing up for predictability. Enjoying those
March 20, 2024
Industry Insight
Agility and Adaptability in Wealth Management: A Closer Look 🌟
In finance, agility and adaptability are crucial. Wealth managers thrive by quickly adjusting to market changes and personal needs. Unlike
February 28, 2024
Investing
Open Architecture in Investment: More than just a buzzword? 📈
Browsing through the websites of independent wealth managers, the term “Open Architecture” prominently stands out. But what’s behind it? Open
February 17, 2024
Regulations
Reflecting on PEP Status (Politically Exposed Persons) 🌐
🤔 Inspired by yesterday’s post about the venerable Alfred Escher, it led me to ponder the following question: 🤔 In
December 8, 2023
Regulations
Beyond the Money Laundering Headlines
Banks often find themselves at the centre of criticism in the anti-money laundering debate. Yet, it’s essential to see the
December 2, 2023
Regulations
The Rising Phenomenon of Exit Due to De-risking in Traditional Private Banking
“We regret to inform you that our bank has decided to terminate its business relationship with you. The termination is
July 15, 2023
Investing
Shifting Global Economic Tides: G7, BRICS, and UHNW Investment Outlook
The global economy appears to be undergoing considerable transformation. Historically, the Group of Seven (G7) has held a dominant position
June 28, 2023
Personal Views
Breaking the Bubble: Navigating the Dangers of One-Sided Information for a Healthier Discourse
Living in a one-sided information bubble can have serious consequences. People may only receive intentionally disseminated information about beliefs or
April 15, 2023
Industry Insight
Balancing the Books: Understanding the Role of Balance Sheets in Wealth Management and Banking 📊🏦
Wealth managers are often questioned about their balance sheets. However, this economic factor is predominantly significant for banks rather than
November 5, 2022
about this topic
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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