Personal Views
22 Years on the Road
A long road trip is never about speed. Direction, resilience, and the company you keep determine whether you arrive where
October 3, 2025
Blog Archive | independent wealth management
Investing
Trump, AI and Markets
Since Donald J. Trump’s return to the White House in early this year, political messaging has once again become market-moving
October 2, 2025
Industry Insight
Undervalued: Why Swiss wealth managers may be leaving value on the table
Valuations in the independent wealth management space are evolving rapidly. Despite sound fundamentals, many Swiss firms still trade at a
September 30, 2025
Investing
Private Banking Fees in Switzerland – Transparent Comparison
Swiss private banking remains a global benchmark for wealth management, but fee structures are not always transparent. For high-net-worth individuals
September 29, 2025
Personal Views
Personal Safety and Wealth Protection 🛡️
A reflection from Hong Kong, Singapore, and China One of the things I value most when travelling – particularly in
September 25, 2025
Industry Insight
Custodian Banks: Beyond the Brand
Where trust is built on speed, not just a name In the world of independent wealth management, a quiet shift
September 23, 2025
Investing
Open Architecture in Swiss Wealth Management – What It Really Means
Open architecture puts clients first – with access, choice, and transparency. Here’s how it works in Switzerland for HNWIs and
September 22, 2025
Personal Views
Racehorses, Networking & Inspiration
On Sunday, 21 September 2025, I had the pleasure of attending the Range Rover Jockey Club Race Day in Dielsdorf
September 21, 2025
Investing
Fee Simulation between Private Bank and Independent Wealth Manager
Private Banking vs Independent Wealth Management – which is cheaper?Most investors think about performance and reputation when choosing a wealth
September 20, 2025
Industry Insight
Your Clients Are Ageing. Is Your Business?
Wealth doesn’t disappear – but relationships do, if you wait too long. Trust is the foundation of wealth management –
September 18, 2025
Regulations
Private Banking or an Independent Wealth Manager (EAM) – The Better Choice in Switzerland
Private Banking vs Wealth Management in Switzerland is one of the most critical choices for wealthy individuals today. This article
September 17, 2025
Industry Insight
The Mensch
Why real understanding beats automation in wealth management In a world increasingly driven by automation and efficiency, one essential question
September 16, 2025
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