Client Relations
Africa’s Most Onboardable Fortunes: 15 UHNWIs Without an Operating Company (2026)
A quick, honest disclaimer before the list: of all the editions in this series, Africa is the one where a
August 2, 2026
Personal Views
1st of August. The Train Leaves at 07:04.
Not roughly. Not usually. At 07:04. I never gave it much thought — until a visitor from abroad told me
August 1, 2026
Industry Insight
What Is Holding Swiss Wealth Management Back?
A little over ten years ago, two aspiring independent wealth managers from Hong Kong visited us in Switzerland to learn
July 28, 2026
Technology & Trends
How I Won Our World Cup Contest
What does a football prediction contest have to do with AI in wealth management? More than I expected. I won
July 27, 2026
Investing
Nothing to Sell, Nothing to Defend
Can independent wealth managers actually invest? The honest answer starts with what we do not have: nothing to sell, and
July 25, 2026
Industry Insight
Europe Is Falling Behind
In a recent conversation about independent wealth management, I heard a striking remark: “Europe feels like an outdated museum.” In
July 23, 2026
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
Industry Insight
A Useful Resource for Swiss Wealth Management
For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size
July 15, 2026
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
Explore the Wealth Management Blog Archive by Year
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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.