
Is ESG still relevant or just a pleasant façade? 🌍
Remember when ESG (Environmental, Social, Governance) dominated the conversation in finance? Every bank and investment firm was pushing for sustainable
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Remember when ESG (Environmental, Social, Governance) dominated the conversation in finance? Every bank and investment firm was pushing for sustainable

Independent wealth managers may appear as competitors in our field, but our unique role and natural strengths lie in teamwork

Since 1987, I have navigated some of the biggest financial market crashes. Each one taught me critical lessons on resilience,

I returned from Cyprus, where I enjoyed reconnecting with my fantastic workmates in Limassol. It was a transformative trip! Cyprus

Revolutionary changes are here! A recent FT article highlighted that the automotive industry is embracing an era of greener and

This week, Julius Baer curated an unparalleled off-site event for independent wealth managers atop Zurich’s majestic views. The gathering showcased

Rising Tensions in Global Energy The situation is serious. Seven oil-producing Arab countries have stopped selling to the US. They

Many are familiar with Liechtenstein and its world-renowned banks. Last week, however, I had the opportunity to participate in an

Witnessing world leaders uniting to address global challenges and opportunities at the World Economic Forum is highly encouraging. Such gatherings
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:
The “Sustainability” tag in independent wealth management focuses on integrating sustainable and responsible investment practices. It covers the rising demand for ESG (Environmental, Social, Governance) criteria in investment decisions.
Learn about the importance of sustainability in long-term wealth preservation. Discover strategies for incorporating ESG criteria into investment practices.
For those interested in ethical investment, the “Sustainability” tag offers valuable insights. Stay informed about the shift towards more responsible and sustainable investment strategies.
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