Investing
Private Equity Firms in Switzerland: The List
A verified list of 18 private equity firms headquartered in Switzerland, plus four that are commonly listed as Swiss but
October 12, 2026
Blog Archive | independent wealth management
Client Relations
When wealth is no longer meant to grow
A quiet shift is underway in many wealthy families: the objective is moving from growth to duration. The portfolio is
October 8, 2026
Industry Insight
Munich and a Missing Piece
I went to Munich for the Oktoberfest and came back thinking about custody. More precisely, I came back thinking about
October 2, 2026
Industry Insight
Is an independent wealth manager an e-bike?
I ride an e-bike, and I know exactly what some people think of it. That it is a shortcut. That
October 1, 2026
Client Relations
Bank Hopping for Clients: When Switching Your Swiss Bank Pays Off
Bank hopping is usually discussed as a banker’s career move. This is the client’s side: when switching pays, what it
September 28, 2026
Industry Insight
Did the Bank Mergers Make Us? The Founding Data Points Somewhere Else
Every independent wealth manager has a merger in their origin story. The founding data confirms part of it, refuses to
September 25, 2026
Client Relations
The Next Generation Is Already Watching
In wealth management, the next generation is often the most overlooked person in the room. Yet trust forms long before
September 24, 2026
Investing
Two Days, Many Perspectives
Two days in the mountains on emerging cities as engines of growth — and why the conversations between sessions mattered
September 18, 2026
Industry Insight
Private Bank, External Asset Manager or Family Office: Which Structure Fits
Private bank, external asset manager or family office? Who holds the assets, who earns what, what each really costs, and
September 16, 2026
Client Relations
HNWI Account Options in Switzerland, Compared
Four ways to bank a seven-figure portfolio in Switzerland, with realistic minimums, all-in costs, and the six criteria that actually
September 11, 2026
Technology & Trends
A $20 ChatGPT Subscription Is Not an AI Strategy
Giving employees a chatbot is not an AI strategy. Real gains start when AI becomes part of the operating model.
September 10, 2026
Career Growth
Ten Per Cent — and Who Adjusts Fastest
At altitude a golf ball flies ten per cent further. What that teaches about how fast good bankers recalibrate in
September 8, 2026
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