Industry Insight
Googling “Independent Wealth Manager in Zurich”: Who Shows Up, and Why
I googled “independent Wealth Manager in Zurich” the way a wealthy client would — no banks, no sponsored results. These
October 30, 2026
Technology
Career Growth
The most innovative months in wealth management — a theory
It is October, and I am writing about April. That is deliberate. October is neither my best month nor my
October 22, 2026
Technology & Trends
A $20 ChatGPT Subscription Is Not an AI Strategy
Giving employees a chatbot is not an AI strategy. Real gains start when AI becomes part of the operating model.
September 10, 2026
Technology & Trends
What AI Costs by the Token: API Pricing for Wealth Managers (Snapshot)
AI token pricing across ten models, checked August 2026: what the APIs charge, the discounts and surcharges that matter —
September 2, 2026
Client Relations
NextGen Wealth Management: Convenience Without Constraint
Clients rarely ask for more technology — they ask for fewer obstacles. Why NextGen wealth management must be simple without
August 27, 2026
Technology & Trends
AI for Independent Wealth Managers: What It Actually Costs (Snapshot)
What AI tools actually cost a wealth management firm in 2026: business-tier prices per seat, data-protection terms, industry systems —
August 19, 2026
Technology & Trends
AI Tools for Wealth Managers: A Dated Snapshot, Not a Verdict
ChatGPT, Claude, Perplexity, DeepSeek and Qwen compared on six criteria including price, as at 13 August 2026, with FINMA Guidance
August 14, 2026
Technology & Trends
Stop Chasing the Perfect System
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 7, 2026
Technology & Trends
Wealth Management Data Hub – Legacy Mainframe Meets Modern Desk
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 6, 2026
Technology & Trends
Invisible Banking
During a recent stay in Marrakech, one thing struck me almost immediately. Banks seemed to be everywhere. Branches, cash machines
June 30, 2026
Publications
Swiss EAMs Look Forward After Regulation: Consolidation?
This news service recently spoke to a figure in Switzerland’s independent wealth management sector about the impact of new regulations
May 27, 2026
Technology & Trends
Digital Wealth Management Myths
When people discuss the great wealth transfer, one topic dominates the conversation: digitalisation. Many assumptions around digital wealth management myths
May 7, 2026
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:
about this topic
The “Technology” tag explores the rapidly evolving role of technology in independent wealth management. It covers advancements like AI, fintech solutions, and digital platforms.
Learn about how technology reshapes client interactions and operational efficiency. Discover the impact of digital transformation on investment strategies.
For professionals, the “Technology” tag offers insights into the latest technological advancements. Stay informed about innovations driving the financial sector forward.
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