Industry Insight
UAE: More than hype – much more
Is the region becoming the new Singapore for independent wealth management? Fifteen years ago, Singapore was the place for independent
June 9, 2025
Blog Archive | independent wealth management
Career Growth
Why Top Relationship Managers Are Moving to Independent Wealth Firms
Discover why leading private bankers leave traditional institutions for independent wealth management — and what it means for clients. A
June 8, 2025
Regulations
The Evolution of KYC in Swiss Wealth Management
From Reputation to Regulation — And What Comes Next Once, it was enough for a client to appear in the
June 7, 2025
Personal Views
How much America is in your portfolio?
Trade stats are boring. Until you realise how much of it is your fault. A TGIF thought for economists, wealth
June 6, 2025
Career Growth
Creatures of Habit or Pioneers in Wealth Management? 🏦🚀
Relationship managers fall into two camps. Some are creatures of habit—they stick to familiar ground, prefer a limited offering, and
June 5, 2025
Regulations
Understanding Money Laundering, Bribery and Corruption
Financial crime continues to challenge global institutions, erode public trust, and damage economies. Among the most significant forms of such
June 4, 2025
Industry Insight
When Fame Finds Finance
Could a celebrity co-sign be the next big move for independent wealth managers? It’s no secret that celebrity culture has the
June 3, 2025
Personal Views
Independent Wealth, Enduring Values – Allegra!
What connects the serene mountains of the Swiss Lower Engadin with independent wealth managers in Switzerland? Surprisingly much. While many
June 2, 2025
Personal Views
Weekend Reflections: What’s With the Bracelet? 🧿
Recently, I’ve noticed a subtle yet significant trend emerging within the financial and professional services sector — and no, it’s
June 1, 2025
Industry Insight
Future of transaction processing
Independent wealth managers are growing. Their clients value personalised advice, flexibility, and independence. However, one part of their daily work
May 29, 2025
Career Growth
Building a Career in Wealth Management: A Swiss Perspective
Wealth management remains among the most prestigious and rewarding paths in the financial services sector. For professionals looking to make
May 28, 2025
Investing
Banks vs EAMs: Who Wins?
Big banks are playing their workforce card. They rely on armies of analysts, expansive research teams, and well-funded investment advisory
May 27, 2025
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