Client Relations
The Loyalty Question
Client loyalty is one of the most valued assets in wealth management, yet I believe it is often misunderstood. Sometimes
November 5, 2026
Industry Insight
Asking Claude for the Top 5 Independent Wealth Managers in Switzerland — in German and in English
This piece on finding an independent wealth manager in Switzerland reflects personal views and is not investment advice. In my
November 3, 2026
Technology & Trends
The Website Question, Twenty-Seven Years Later
Today, the website question of the late 1990s has a familiar echo, as artificial intelligence moves from experiment to everyday
November 3, 2026
Client Relations
Minimum Investment for an Independent Wealth Manager in Switzerland: How Much Do You Really Need?
No, Swiss independent wealth management is not a millionaires-only club. Swiss-domiciled clients are often welcome from CHF 250,000, while international
November 3, 2026
Industry Insight
Executive Banking or Private Banking: Where the Premium Tier Stops
Executive banking is a segment, not a service model. Where it stops, what private banking adds, what an independent wealth
November 2, 2026
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
Industry Insight
Bank or independent wealth manager? Why the strongest Swiss setups use both
Bank or independent wealth manager? In my experience, the strongest Swiss setups use both. The two Swiss Army knives in
October 29, 2026
Industry Insight
Swiss Independent Wealth Managers Ranked by Media Presence
Independent wealth managers do not buy attention. So which ones get it anyway? I counted finews.ch mentions for eighteen Swiss
October 26, 2026
Investing
Thirty Minutes Should Not Be Enough. Often It Is.
Some notes on fund selection, written after the Citywire Zurich Forum 2026. By the end of the afternoon, I had
October 23, 2026
Industry Insight
1810 on Paper: The Oldest Swiss Wealth Managers, and What the Register Does Not Prove
The oldest Swiss wealth managers go back to 1810 on paper. Twelve firms out of 1,358 can show, in their
October 23, 2026
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
Client Relations
The Question Clients Rarely Ask
I recently heard about a question a client put to one of our advisers, almost apologetically: “And if something happens
October 20, 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:
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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.
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The “Wealth Management” tag offers valuable insights for those in the sector. Stay informed about best practices in providing comprehensive wealth management services.
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