Client Relations
HNWI Account Options in Switzerland, Compared
Four ways to bank a seven-figure portfolio in Switzerland, with realistic minimums, all-in costs, and the six criteria that actually
September 11, 2026
Industry Insight
What Is It Worth?
One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation
August 20, 2026
Client Relations
Asia’s Most Onboardable Fortunes: 15 UHNWIs Without an Operating Company (2026)
Same honesty note as the Africa edition: of all the regions in this series, Asia is the hardest to turn
August 17, 2026
Client Relations
Latin America’s Most Onboardable Fortunes: 30 UHNWIs Without an Operating Company (2026)
Geneva has run Latin American money for the better part of a century. Indeed, the Romandy private-banking desks grew up
August 10, 2026
Client Relations
Africa’s Most Onboardable Fortunes: 15 UHNWIs Without an Operating Company (2026)
A quick, honest disclaimer before the list: of all the editions in this series, Africa is the one where a
August 2, 2026
Publications
We Manage Trust, Not Products
To mark its 40th anniversary, the Swiss Association of Asset Managers (VSV/ASG) published a special edition. It looks at how
July 22, 2026
Client Relations
Europe’s Most Onboardable Fortunes: 30 UHNWIs Without an Operating Company (2026)
Every January, the famous rich lists arrive, and they tell private bankers roughly the same story. As a rule, the
July 15, 2026
Client Relations
What Clients Never Tell You
UHNW client retention in wealth management is one of those topics every firm claims to understand, and few actually measure
June 4, 2026
Career Growth
Seven Fire Types and One Lesson on Balance
My first experience with an independent wealth manager began with strong momentum. I joined a group of seven highly driven
May 28, 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
Industry Insight
Family Office vs Independent Wealth Manager: What UHNWIs Really Choose
Family office vs independent wealth manager — this comparison defines how Ultra-High-Net-Worth Individuals (UHNWIs) structure their wealth in 2026. As
November 1, 2025
Industry Insight
Outlasting the List
Switzerland’s FINMA registry, as of 2025, lists over 1,300 licensed independent wealth managers. But how many are missing? This list
October 21, 2025
about this topic
The “UHNWI” tag in independent wealth management delves into the unique financial needs and strategies for Ultra-High Net Worth Individuals. It discusses bespoke services and complex wealth structures.
Learn about managing substantial assets and the specialised approach required for UHNWIs. Discover strategies for bespoke financial planning and asset management.
For professionals, the “UHNWI” tag offers insights into serving clients with significant wealth. Stay informed about best practices in managing ultra-high net worth portfolios.
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