Client Relations
Why Client Age Matters More Than We Admit 💭
Client Age Matters: The Silent Number Behind Growth in Wealth Management In wealth management, numbers are everywhere – performance, risk,
December 9, 2025
Wealth Management
Industry Insight
Words from Paradeplatz: The Best EAM Desks in Switzerland 2025
This Best EAM Desk 2025 overview is an independent, non-sponsored assessment of external asset manager (EAM) desks serving independent wealth
December 8, 2025
Industry Insight
The Ultimate Guide to Merging Two Independent Wealth Managers
Independent wealth managers face rapid change. Regulatory pressure grows. Client expectations rise. Competition intensifies. Because of this, many firms are
December 7, 2025
Personal Views
Santa Claus at Paradeplatz 🎅🏼
On the morning of 6 December, Paradeplatz welcomed an unexpected visitor. Santa Claus decided to put the children’s verses aside
December 6, 2025
Personal Views
Discreet Client Gifts
In private banking, a gift speaks quietly yet communicates far more than the item itself. In a world built on
December 5, 2025
Industry Insight
Single Family Offices — Impressive, But Playing a Different Game 💼
Yes, Single Family Offices (SFOs) are fascinating. You work with extraordinary people, multigenerational legacies and highly sophisticated investment structures. It
December 2, 2025
Industry Insight
Wealth Management Insights 2026: What Today’s Clients Expect from a Modern Advisor
The world of private banking and independent advisory is changing rapidly. Clients have more information, more options and higher expectations
November 29, 2025
Client Relations
Do We Really Speak the Same Language as Our Clients?
When wealth goes up, so does the jargon. But are complex terms really a sign of expertise – or just
November 27, 2025
Regulations
Basel AML Index: A Standard, but Still an Incomplete Picture
The Basel AML Index is widely regarded as a global benchmark for understanding financial crime exposure. Over the years, it
November 25, 2025
Industry Insight
The Convergence Curve in Independent Wealth Management
Independent wealth management used to sit at the edge of the industry. Today it moves towards the centre. This shift
November 24, 2025
Industry Insight
The Rise of Independent Wealth Management in Switzerland: 2026 Outlook
Independent wealth management in Switzerland is entering a new phase of maturity. As a result, more clients than ever are
November 23, 2025
Investing
ESG 2026: Independent Wealth Management in Switzerland — Promise, Limits & Asia’s Rise
ESG-independent wealth management in Switzerland is at a crossroads. On the one hand, global disclosure standards such as the ISSB’s
November 22, 2025
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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