Investing
Private Equity Firms in Switzerland: The List
A verified list of 18 private equity firms headquartered in Switzerland, plus four that are commonly listed as Swiss but
October 12, 2026
Wealth Management
Client Relations
When wealth is no longer meant to grow
A quiet shift is underway in many wealthy families: the objective is moving from growth to duration. The portfolio is
October 8, 2026
Investing
Two Days, Many Perspectives
Two days in the mountains on emerging cities as engines of growth — and why the conversations between sessions mattered
September 18, 2026
Industry Insight
Private Bank, External Asset Manager or Family Office: Which Structure Fits
Private bank, external asset manager or family office? Who holds the assets, who earns what, what each really costs, and
September 16, 2026
Career Growth
Ten Per Cent — and Who Adjusts Fastest
At altitude a golf ball flies ten per cent further. What that teaches about how fast good bankers recalibrate in
September 8, 2026
Investing
What Is Actually Written in a Discretionary Investment Mandate
A discretionary investment mandate is a power of attorney with limits attached. The clauses that matter, the ranges that decide
September 7, 2026
Technology & Trends
I Wasn’t Using Software. I Was Directing a Team.
AI co-work turned my home computer into something like an open-architecture platform. What that means for knowledge work.
September 3, 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
Industry Insight
Independent Wealth Manager Salary
What does an independent wealth manager actually earn? How compensation models work and how they compare with private banking.
August 27, 2026
Regulations
How Four Financial Regulators Approach AI: Switzerland, UK, Singapore, Abu Dhabi
FINMA, the FCA, MAS and Abu Dhabi’s FSRA regulate AI in visibly different ways — and agree on one thing:
August 26, 2026
Regulations
Cross-Border Compliance: Why a Passport Decides Where a Client Can Bank
The country matrix, residence versus nationality, debanking and PEP risk: how cross-border compliance really decides where a client can bank,
August 24, 2026
about this topic
The “Wealth Management” tag focuses on comprehensive services and strategies for managing an individual’s wealth. It discusses investment management, financial planning, tax strategies, and estate planning.
Learn about the holistic approach needed to effectively manage and grow clients’ wealth. Discover strategies for integrating various financial services.
The “Wealth Management” tag offers valuable insights for those in the sector. Stay informed about best practices in providing comprehensive wealth management services.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.