Career Growth
Smarter Career Move
If you’re an experienced Client Relationship Manager, you know the drill: endless meetings, complex internal structures, shifting priorities, and too
August 5, 2025
Blog Archive | independent wealth management
Career Growth
Quarterly vs Annual Bonus: Who Really Wins?
The Hidden Mechanics Behind Bonus Timing In private wealth management, compensation discussions often focus on absolute figures—such as revenue splits,
August 4, 2025
Investing
39% US Tariffs on Swiss Goods 💥
– A Headache for Exporters, a Signal for Wealth Managers The US has announced tariffs of up to 39% on
August 4, 2025
Technology & Trends
The Silent Drama of the Shared Calendar
Modern scheduling is no longer about time. It’s about interpretation. The invite comes in. 08:00. Monday. No context. Just a
August 3, 2025
Personal Views
Switzerland on 1 August 2025: With Charm, Cheese, and Character
Today we celebrate our National Day – a perfect time to honour a country that prefers a steady marathon pace
August 1, 2025
Regulations
Regulatory Training
Are 4-Hour Regulatory Trainings on Mondays Helping Anyone? Swiss wealth managers: Is this format still realistic – or is it
July 31, 2025
Industry Insight
The Swiss wealth management landscape is evolving
The Swiss wealth management landscape is evolving. Independent wealth managers have a rare opportunity to shape the next chapter —
July 29, 2025
Technology & Trends
The Call-Back Loop in Wealth Management: Why email quietly wins in 2025.
📞 A number flashes on your screen. You’re in a client call. Or mid-report. Or grabbing coffee 20 steps from
July 27, 2025
Industry Insight
Platzreife in Switzerland
The Ultimate Golf Licence for Private Bankers In Switzerland, obtaining the Platzreife golf licence is more than a sporting formality—it
July 26, 2025
Industry Insight
Swiss Wealth Landscape: What Comes After Credit Suisse?
When a giant like Credit Suisse disappears, it’s not just a brand that vanishes – it’s an institution that helped
July 25, 2025
Regulations
Regulation in Switzerland: Designed for UBS, Applied to All
In Switzerland, regulation is increasingly shaped in response to the systemic weight of UBS. As the country’s dominant bank, UBS
July 24, 2025
Industry Insight
TER is Just the Tip of the Iceberg
TER Is Just the Tip of the Iceberg 🎯 The Total Expense Ratio (TER) is often the primary metric used
July 22, 2025
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