Industry Insight
Why Independent Wealth Managers Spike
The founding years of today’s FINMA-licensed independent wealth managers show clear waves. These spikes aren’t by chance—they reflect moments of
July 18, 2025
Blog Archive | independent wealth management
Personal Views
When Time Is No Longer on Your Side: Succession
Succession planning is no longer optional for EAM and FIM owners—it’s a strategic priority that defines continuity, value, and long-term
July 17, 2025
Client Relations
Swiss Banking – when things just work.
A few weeks ago, I arranged a small replacement installation at home. The quote arrived quickly – almost suspiciously efficient.
July 15, 2025
Regulations
Western Influence in PEP Checks
A Challenge for Global Wealth Managers Imagine an independent wealth manager in Zurich, London or Singapore losing a promising client
July 14, 2025
Personal Views
Managing Wealth and Monitors: A 2025 Desk Story
A serious question – with just enough Sunday energy. Walk into any Swiss office in independent wealth management, and you’ll
July 13, 2025
Client Relations
The Shift Behind the Scenes
Prestige has long been a currency in wealth management. For decades, a bank’s name conveyed trust, access, and status. Many
July 10, 2025
Industry Insight
Weak USD 📉
In times of currency volatility, few developments carry as much weight as a weakening US dollar. For independent wealth managers
July 9, 2025
Industry Insight
What’s Your Wealth Firm Really Worth? 🔍
The valuation in Wealth Firms isn’t just a number – it’s a strategy. Everyone in independent wealth management has heard
July 8, 2025
Personal Views
Out of the Office. The auto-reply is set.
The out-of-office message is polite: “I will have limited access to email.” Notifications are silenced. The laptop is packed away.
July 6, 2025
Career Growth
Carrot or Stick for RMs
Relationship Managers (RMs) are the core of independent wealth management. But leading them is complex. They face pressure from clients,
July 3, 2025
Personal Views
One Room, Twelve Seasons 🧣🌴
When summer hits our office, things heat up… and cool down. At the same time, we run twelve seasons. Let’s
July 1, 2025
Industry Insight
Top Independent Swiss Wealth Managers – How to Choose the Right Partner in Switzerland
A Swiss wealth manager plays a crucial role in preserving and growing the assets of high-net-worth individuals (HNWI) and ultra-high-net-worth
June 30, 2025
about this topic
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.