Industry Insight
The Swiss wealth management landscape is evolving
The Swiss wealth management landscape is evolving. Independent wealth managers have a rare opportunity to shape the next chapter —
July 29, 2025
Wealth Management
Technology & Trends
The Call-Back Loop in Wealth Management: Why email quietly wins in 2025.
📞 A number flashes on your screen. You’re in a client call. Or mid-report. Or grabbing coffee 20 steps from
July 27, 2025
Industry Insight
Platzreife in Switzerland
The Ultimate Golf Licence for Private Bankers In Switzerland, obtaining the Platzreife golf licence is more than a sporting formality—it
July 26, 2025
Industry Insight
Swiss Wealth Landscape: What Comes After Credit Suisse?
When a giant like Credit Suisse disappears, it’s not just a brand that vanishes – it’s an institution that helped
July 25, 2025
Regulations
Regulation in Switzerland: Designed for UBS, Applied to All
In Switzerland, regulation is increasingly shaped in response to the systemic weight of UBS. As the country’s dominant bank, UBS
July 24, 2025
Industry Insight
TER is Just the Tip of the Iceberg
TER Is Just the Tip of the Iceberg 🎯 The Total Expense Ratio (TER) is often the primary metric used
July 22, 2025
Industry Insight
Why Independent Wealth Managers Spike
The founding years of today’s FINMA-licensed independent wealth managers show clear waves. These spikes aren’t by chance—they reflect moments of
July 18, 2025
Personal Views
When Time Is No Longer on Your Side: Succession
Succession planning is no longer optional for EAM and FIM owners—it’s a strategic priority that defines continuity, value, and long-term
July 17, 2025
Client Relations
Swiss Banking – when things just work.
A few weeks ago, I arranged a small replacement installation at home. The quote arrived quickly – almost suspiciously efficient.
July 15, 2025
Personal Views
Managing Wealth and Monitors: A 2025 Desk Story
A serious question – with just enough Sunday energy. Walk into any Swiss office in independent wealth management, and you’ll
July 13, 2025
Industry Insight
Weak USD 📉
In times of currency volatility, few developments carry as much weight as a weakening US dollar. For independent wealth managers
July 9, 2025
Industry Insight
What’s Your Wealth Firm Really Worth? 🔍
The valuation in Wealth Firms isn’t just a number – it’s a strategy. Everyone in independent wealth management has heard
July 8, 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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