Investing
Investment Outlook 2026: Trends, Picks, and Key Risks
Disclaimer This Investment Outlook 2026 is produced by ChatGPT using several investment outlooks uploaded by the author from financial institutions
December 14, 2025
Blog Archive | independent wealth management
Career Growth
The Best School for Independent Wealth Managers 💼
People often ask me where to start if they want to build the skills needed to succeed in independent wealth
December 11, 2025
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
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
Career Growth
Is It Ever Too Late to Go Independent? 💭
Many relationship managers in Switzerland eventually ask themselves this question. The safe framework of a large bank offers comfort –
December 4, 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
Regulations
Strategic Dynamics of U.S. Independent Wealth Management
Note: This article builds on the overview of Independent Wealth Management in the U.S. and examines the economic, structural, and
December 1, 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
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