Personal Views
Cars for Bankers 🚗
It’s bonus season! 🎉 Time for reflection, celebration, and deciding which car fits the Private Banker and Wealth Manager lifestyle.
February 23, 2025
Blog Archive | independent wealth management
Investing
Behavioural Finance Across Cultures
Introduction Investing is not just about numbers. Psychology plays a massive role in how people make financial decisions. Behavioural finance
February 22, 2025
Career Growth
Cut the Chase: Compensation Talk 💬💼
In the fast-paced world of wealth management, time is a precious commodity. Yet, it’s astonishing how often the crucial topic
February 20, 2025
Industry Insight
Natural Branding: An Evolution Over Generations 🔹
Many of the most prestigious Swiss private banks we know today started similarly to modern wealth managers – small, unknown,
February 18, 2025
Personal Views
Hidden finance movies: 5 underrated films every banker should watch
Hidden finance movies rarely top the usual lists, yet they often teach the most. While titles like The Big Short
February 17, 2025
Technology & Trends
AI Trends in Wealth Management: Hype or True Revolution? 🤖💰
AI is transforming wealth management – but to what extent? Some believe it is the biggest disruption in financial services,
February 15, 2025
Personal Views
Next generation of clients? What about the next EAM generation? 💬
As independent wealth managers, we often guide clients through major financial events. However, we must also consider our future. The
February 13, 2025
Personal Views
Swiss Independent Wealth Management Blog: Why I Believe in This Future
Welcome to our Swiss Independent Wealth Management Blog, where we explore the future of independent wealth management in Switzerland. The
February 12, 2025
Investing
How Many Investment Experts do we need?
A key question for private bankers considering a shift to independent wealth management is how many investment experts are genuinely
February 11, 2025
Technology & Trends
Is it time to replace email?
Happy Saturday! Let’s talk about something we all deal with daily: email. It’s everywhere. It’s reliable. But let’s face it,
February 9, 2025
Client Relations
Mastering the Client Journey 🛤️
Building trust isn’t a one-time event; it’s a client journey. A client’s path with you begins with curiosity and ends
February 8, 2025
Client Relations
Why Celebrities Trust Independent Wealth Managers
Today’s celebrities—athletes, actors, influencers—face unique financial challenges. Unpredictable income, public lives, and complex investments mean they can’t rely on “one-size-fits-all”
February 6, 2025
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