Industry Insight
Wealth Management vs Private Banking 💼
The world of financial services has undergone significant changes. At its inception, wealth management encompassed all aspects. It addressed every
January 3, 2025
Wealth Management
Regulations
Retroactive Finance Rules: Legal Yesterday, a Crime Today? 📜
Imagine cruising 🚗 down a Swiss motorway at 120 km/h, comfortably following the speed limit of the day. No issues,
December 3, 2024
Career Growth
Black Friday and Cyber Monday: Invest in Yourself 💡
I’m out of the office for Black Friday and Cyber Monday, but it’s not just for shopping. Sure, I’ve got
November 28, 2024
Investing
Is ESG still relevant or just a pleasant façade? 🌍
Remember when ESG (Environmental, Social, Governance) dominated the conversation in finance? Every bank and investment firm was pushing for sustainable
November 26, 2024
Industry Insight
Unique Selling Points – CA Grands Cru
Every custodian bank has its strengths. Its Unique Selling Points, its focus, its distinct offerings—no two are the same. But
November 22, 2024
Personal Views
Grow Local Brand Awareness with Social Media: Patience is Key 📈
In today’s digital world, the power to grow a local brand is at your fingertips, empowering you to connect directly
November 21, 2024
Technology & Trends
The Future of Wealth Management: Trends to Watch in 2025
Wealth management is changing rapidly, and independent wealth managers must stay ahead. Client demands are evolving, and technology is reshaping
November 20, 2024
Industry Insight
Why Wealth Managers Must Think Ahead 💼⏳
Wealth managers and clients often share the same age. However, with rising life expectancy, clients may outlive their Relationship Manager’s
November 19, 2024
Regulations
Mastering Cross-Border Wealth 🌍💼
Cross-border wealth management is a constant challenge for Swiss independent wealth managers. Working with international clients means understanding multiple laws,
November 17, 2024
Personal Views
Finance Lessons from The Devil Wears Prada 🎭💼
I spent the weekend in London, and the highlight was watching the musical The Devil Wears Prada. It is an
November 11, 2024
Industry Insight
Breaking Boundaries 🚀
This week, I was privileged to participate in a transformative “Breaking Boundaries” event hosted by Switzerland’s world-leading wealth manager. The
November 8, 2024
Industry Insight
Navigating Conflicts of Interest in Private Banking 🌟
In Private Banking, the balancing act is clear. While we aim to grow our clients’ wealth through strategic advice and
November 7, 2024
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.