Technology & Trends
Singapore AI
A Game Changer for Global Wealth Management While Europe continues to debate frameworks, Singapore AI is already reshaping wealth management
January 13, 2026
Blog Archive | independent wealth management
Industry Insight
Partnership and Reliability: The Foundations of Independent Wealth Management
For independent wealth managers in Switzerland, the custodian bank partnership shapes not only operational efficiency but also reputation. The difference
January 12, 2026
Career Growth
Schnappszahl 55 – When Experience Sparkles 🥂
Today feels like one of those moments to pause. A schnappszahl — a double number — a small personal milestone.
January 9, 2026
Client Relations
Clients don’t forget. 💭
The past year has shown a clear trend across the banking industry: a growing focus on risk reduction. Understandable, perhaps
January 8, 2026
Client Relations
Guidance, Trust and Vision – Reflections for Epiphany 👑
On 6 January, Epiphany reminds us of an ancient story: three wise men following a star, seeking something greater than
January 6, 2026
Client Relations
Single Family Offices: Difficult to find
Many professionals search for a single-family office in Switzerland. You might manage a fund, lead a placement effort, or work as a
January 3, 2026
Industry Insight
Cyprus & Wealth Management
Last week, I had the opportunity to visit my colleagues in Cyprus. What started as a straightforward business visit quickly
December 29, 2025
Industry Insight
Layers of Reality 2025
As the year draws to a close, 2025 leaves us with a clear reminder. Reality has layers, and each one
December 27, 2025
Personal Views
Merry Christmas to All! 🎄
As the year draws to a close, I would like to take a moment to thank everyone who has been
December 23, 2025
Industry Insight
How Swiss Independent Wealth Managers Compete with Global Private Banks
Independent wealth management in Switzerland has evolved from a niche to a core alternative to private banking. Once seen as
December 20, 2025
Publications
Banks & Your Data 🔍
How banks build your data profile Have you ever noticed how much data your bank really collects about you? The
December 16, 2025
Investing
Portfolio 2025
From Narrative to Numbers: Launching a Theme-Based Model Portfolio In December 2024, a simple model portfolio was launched with a
December 15, 2025
about this topic
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.