Industry Insight
What Does a Wealth Manager Really Do? Explained to a Wine Expert
When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.
July 16, 2026
Wealth Management
Client Relations
Europe’s Most Onboardable Fortunes: 30 UHNWIs Without an Operating Company (2026)
Every January, the famous rich lists arrive, and they tell private bankers roughly the same story. As a rule, the
July 15, 2026
Industry Insight
A Discipline, Not a Given
For decades, wealth management rested on a quiet assumption: that the future would differ from the present without becoming unrecognisable.
July 14, 2026
Client Relations
Unbiased Wealth Management: Whose Side Are They On?
Unbiased wealth management is easy to claim and harder to prove. In plain terms, it means your adviser has no
July 11, 2026
Client Relations
40% Performance — But Since When?
I checked my own pillar 3a account last week and saw a performance figure of more than 40%. And, to
July 9, 2026
Technology & Trends
Stop Chasing the Perfect System
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 7, 2026
Technology & Trends
Wealth Management Data Hub – Legacy Mainframe Meets Modern Desk
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 6, 2026
Industry Insight
Disappear Or Merge
People often ask whether independent wealth managers will disappear. In most cases, this is unlikely to be how the transition
July 2, 2026
Industry Insight
What Is The Product?
In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
June 25, 2026
Client Relations
Who Owns the Ultra High Net Worth Client Relationship?
I have sat in enough adviser transition conversations to notice a pattern that very few people in this industry discuss
June 18, 2026
Industry Insight
What Does an Independent Wealth Manager Do?
Many Private Bankers ask a straightforward question when exploring independence. What does an independent wealth manager do in practice? At
June 15, 2026
Investing
House Products vs Open Architecture: The Gap Inside Banks
In my years at a US investment bank, I knew one world very well. The discipline was real. The training
June 11, 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.
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