Skip to content
subscribe

⚠️ AI-assisted translation – minor discrepancies possible.

Blog Archive | independent wealth management

sponsored | learn about ads

Customizable Swiss luxury watches by Bruggler

sponsored | learn about ads

Customizable Swiss luxury watches by Bruggler
A 2x2 BCG Matrix with four quadrants labelled: "Question Mark" (top left, yellow), "Star" (top right, green), "Dog" (bottom left, orange), and "Cash Cow" (bottom right, purple). The vertical axis represents market growth (growing to mature) and the horizontal axis represents market share (low to high).
Industry Insight

Custodian Banks: Stars or Dogs?

While revisiting a 15-year-old analysis I conducted on the preferred custodian banks of independent wealth managers (EAMs, FIMs), I was

May 6, 2025
IP invitation concept with gold ribbons and luxury black background, symbolizing exclusivity in Swiss private banking and independent wealth management.
Industry Insight

Prestige or Flexibility

Swiss Private Banks vs Independent Wealth Managers: What’s Best? Switzerland’s private banks have long been synonymous with security, prestige, and

May 2, 2025
Woman cycling on red bike lane symbolising data flow in AEOI and private banking trust.
Regulations

AEOI – Why No Confirmation?

The automatic exchange of information (AEOI) was designed to build trust. Every year, countries exchange vast amounts of financial data.

April 29, 2025
Four professionals engaged in a strategy discussion around a flip chart, highlighting collaboration in wealth management.
Personal Views

Mentors Shape Your Wealth Manager Success

Independent wealth managers in Switzerland enjoy freedom. But with freedom comes responsibility. Clients expect more, regulations tighten and the market

April 24, 2025
Laptop screen showing consolidated wealth reporting dashboard with charts and asset allocation breakdown in a professional setting
Technology & Trends

Consolidated Wealth Reporting

What is Consolidated Reporting? Consolidated wealth reporting refers to aggregating portfolio data across multiple custodians into a unified view. This

April 23, 2025
Four modern search bar designs with icons representing text input, microphone input, and "Go" buttons on a blue background.
Technology & Trends

AI vs. Search Engines

The Future of Information in Wealth Management 🤖🔍 We have all been there. You type a question into Google, scroll

April 22, 2025
Partly eaten Confiserie Sprüngli chocolate Easter bunny symbolising client behaviour in wealth management
Client Relations

Let’s be honest…

How did you tackle your Sprüngli Easter bunny? 🐰 Bunny Headfirst? (Team Alpha)👂 Ears first? (Structured approach)🦶 From the bottom

April 21, 2025
Retro AI robot analysing global economic conditions on vintage computer with financial charts and ticker tape
Investing

Understanding Economic Conditions

Introduction Economic conditions shape not only national policies but also personal financial decisions. From inflation to depression, each phase of

April 21, 2025
Futuristic digital interface for Politically Exposed Persons (PEP) check with diverse individuals and compliance data
Regulations

PEP Checks: A Challenge

A Growing Challenge for Independent Wealth Managers For independent wealth managers, ensuring compliance is not just a regulatory checkbox—it’s a

April 19, 2025
Digitally connected map of Switzerland with glowing nodes, representing nationwide payment infrastructure.
Technology & Trends

The Future of Payments 💡

Why Connectivity Matters for Banks and Wealth Managers A friend working in the fintech space recently mentioned a project involving

April 18, 2025

about this topic

get the weekly insights

Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.

Subscribe

search the blog

popular topics

private banking fees
family office list
custodian banks
discretionary vs advisory
private banker guide

Get Your Weekly Insights!

* indicates required


Please select all the ways you would like to hear from vapa.ch:

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit our website.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices.