Technology & Trends
Too Early? Why next-gen wealth isn’t ready for next-gen tech.
In independent Swiss wealth management, we often hear: “Next-gen Wealth. We need to go digital or die.” But on the
October 30, 2025
Wealth Management
Industry Insight
Staying Power Beats Timing
When we look at Swiss independent wealth managers today, the data reveals a subtle truth. It’s not just about when
October 28, 2025
Regulations
Easier Cross-Border Markets for Swiss Wealth Managers 🌍
Why Swiss private banks and independent wealth managers remain the preferred cross-border partners — and how to work with them
October 24, 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
Investing
Compound Returns in Wealth Management: Why Time is Your Strongest Asset
What Is Compound Return? Compound return, often referred to as compound interest, is the process by which your investment generates earnings
October 20, 2025
Industry Insight
Monaco and Wealth
After more than twenty years, I found myself back in Monaco. The view from the taxi was precisely as I
October 19, 2025
Industry Insight
Exit Planning for Wealth Managers: Why the US Leads and Switzerland Lags Behind
Succession is no longer a question of “if” but “how”—especially in wealth management, where ageing founder demographics and consolidating markets
October 17, 2025
Client Relations
We Explain Surgery in 2 Pages – But Wealth Risks in 42? 🏥
In Swiss hospitals, even life-threatening procedures are explained with two pages and a clear conversation. In private banking? Investing CHF
October 16, 2025
Career Growth
Employee Number Tag – Feeling Replaceable in Private Banking
When you feel like just a number, it’s hard to bring your best self to work. Years ago, when I
October 14, 2025
Industry Insight
RIA vs. Private Bank: A Global Wealth Management Showdown
In the evolving world of wealth management, the debate between Registered Investment Advisors (RIAs) and private banks is gaining global
October 10, 2025
Client Relations
Why Private Bankers Lose Clients 💼❌
Have you ever spent months building a relationship with an ultra-high-net-worth individual (UHNWI), only to realise that your bank’s products
October 10, 2025
Career Growth
Bad Leaver Status and Client Transfers Explained 🚧🤝
When a Private Banker leaves a bank to join an Independent Wealth Manager, the “Bad Leaver” clause often becomes relevant.
October 9, 2025
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.
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