
Did the Bank Mergers Make Us? The Founding Data Points Somewhere Else
Every independent wealth manager has a merger in their origin story. The founding data confirms part of it, refuses to
⚠️ AI-assisted translation – minor discrepancies possible.
Home | Swiss Wealth Management

Every independent wealth manager has a merger in their origin story. The founding data confirms part of it, refuses to

Everyone measures Swiss wealth-management consolidation at the exit. Nobody counted the entrances. New firms per year fell from 55.5 to

A little over ten years ago, two aspiring independent wealth managers from Hong Kong visited us in Switzerland to learn

Can independent wealth managers actually invest? The honest answer starts with what we do not have: nothing to sell, and

For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size
Swiss wealth management explained: the market, its participants and what distinguishes bank-led from independent advice in Switzerland.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.
search the blog
popular topics