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Enter any Porsche, BMW, or Mercedes showroom, and sleek designs and a symphony of collaboration greet you. These automotive giants,
In the ever-evolving landscape of private banking, an intriguing trend emerges. The independent wealth manager appears more frequently as a
As we celebrate our company’s 20th anniversary, I look forward to the next two decades in independent wealth management. 🌍
In recent days, England has been grappling with an alarming financial practice called “debanking.” This act involves the arbitrary termination
Ten months have elapsed since the FINMA regulatory regime’s application submission deadline for existing wealth management firms. Numerous licence applications
On this special 1st of August, we celebrate the founding of our beloved nation with pride and gratitude. Happy Birthday,
To build a successful career as a UHNWI/HNWI Relationship Manager in finance, focus on trust, time, and adaptability. Start by
“We regret to inform you that our bank has decided to terminate its business relationship with you. The termination is
Recently, I conducted a LinkedIn poll and discovered an intriguing sentiment. Among Switzerland’s independent wealth managers, the reputation and size
Today, I want to discuss the fascinating world of Swiss independent wealth managers. Why do they exist, and what motivates
In the evolving investment world, the retrocession model for fund distribution has been significantly curbed due to numerous discouraging measures.
I vividly recall my days as a back office employee at Citicorp Private Bank in Zurich (today, Citigroup), where I
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