Client Relations
UHNWI vs HNWI – Key Lifestyle Differences in Switzerland
In Swiss wealth management, two acronyms dominate: HNWI (High Net Worth Individual) and UHNWI (Ultra High Net Worth Individual). While
September 15, 2025
Blog Archive | independent wealth management
Regulations
KYC feels like writing an essay…
Do you remember school days? You spent hours writing an essay, making sure the structure was right. But in the
September 10, 2025
Career Growth
Driven by Freedom
Going electric reminded me of joining an independent wealth manager: initially unfamiliar, then freeing. I’ll admit it: I’m a creature
September 9, 2025
Industry Insight
Vontobel Summit 2025 in Davos – More than a Conference, a True Experience
Some events are good. A few are great. And then there are those rare occasions that truly inspire – the
September 7, 2025
Personal Views
Banker Sports with Style
In private banking, sport is more than exercise – it’s soft power. It’s where relationships are built, reputations are shaped,
September 6, 2025
Career Growth
Why Top Relationship Managers Go Independent 💼🚀
Ever wondered why the most driven Relationship Managers are leaving banks and going independent? It’s not just about the money
September 4, 2025
Industry Insight
The 5 Swiss Cantons Independent Wealth Managers Flock To – and Why
When launching an independent wealth management firm, the question isn’t “where do I want to live?” – “Where does my
September 2, 2025
Industry Insight
UK Non-Dom Abolition Triggers Global Wealth Relocation
Introduction The United Kingdom’s decision to abolish its long-standing non-domiciled (“non-dom”) tax regime has triggered a new wave of wealth
August 31, 2025
Personal Views
Golf is like Wealth Management – success begins with patience ⛳️
✨ What golf in Crans-Montana taught me about wealth, AI and leadership… This weekend in Crans-Montana – the home of
August 30, 2025
Personal Views
Who’s in Your Network? Here’s What I Found
What if the roles in your network could reveal the future of business itself? I analysed my LinkedIn connections, and
August 28, 2025
Personal Views
Global Financial Centres Ranking: Stability or Risk?
The Global Financial Centres Index (GFCI) is the benchmark that investors, regulators, and governments watch closely. From Zurich to Singapore,
August 27, 2025
Investing
One opinion is not enough 🔍📊
What helps an advisory client more? A single in-house view from a big bank? Or multiple research sources from an
August 26, 2025
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