Client Relations
What Zurich’s Bahnhofstrasse Teaches Us About Independent Wealth Management
Zurich’s Bahnhofstrasse is not just one address. It is a street of possibilities. On the left and on the right,
June 9, 2026
Wealth Management
Client Relations
What Clients Never Tell You
UHNW client retention in wealth management is one of those topics every firm claims to understand, and few actually measure
June 4, 2026
Career Growth
Seven Fire Types and One Lesson on Balance
My first experience with an independent wealth manager began with strong momentum. I joined a group of seven highly driven
May 28, 2026
Publications
Swiss EAMs Look Forward After Regulation: Consolidation?
This news service recently spoke to a figure in Switzerland’s independent wealth management sector about the impact of new regulations
May 27, 2026
Regulations
Debanking in Switzerland: A Quiet Shift in the Client–Bank Relationship
380 per cent in six years. This is the increase in formal “restrictions” imposed by Swiss banks, as reported to
May 25, 2026
Regulations
Swiss Independent Wealth Managers and AMLA
What Changes – and What Stays the Same his article provides general information only and does not offer legal, regulatory
May 22, 2026
Personal Views
Freedom to Say No in Wealth Management
In wealth management, advice is almost always framed in terms of action. Clients expect ideas, recommendations and solutions, and advisers
May 21, 2026
Industry Insight
Independent Wealth Manager Explained
An independent wealth manager operates outside a bank. However, independence means much more than organisational distance. In practice, this model
May 15, 2026
Client Relations
Time Allocation
In wealth management, there is a question that is rarely asked openly but answered every day by clients: where does
May 12, 2026
Client Relations
Built On One Person
One of the defining strengths of independent wealth managers is also a structural risk. In many founder-centric wealth management firms,
May 12, 2026
Technology & Trends
Digital Wealth Management Myths
When people discuss the great wealth transfer, one topic dominates the conversation: digitalisation. Many assumptions around digital wealth management myths
May 7, 2026
Industry Insight
Incentive Structures
Every few years, the same pattern repeats inside large private banks. A new chapter is announced, packaged as a fresh
May 5, 2026
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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.
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