Industry Insight
Private Banking Wealth Awards 2025 🏆
The Private Banking Awards 2025 promise to be a highlight of the year. Held on 6 February at the heart
February 5, 2025
Blog Archive | independent wealth management
Investing
Endless economic growth?
Today, financial markets and political success feel tightly intertwined. When markets thrive, people feel secure, consumer confidence rises, and political
February 4, 2025
Investing
How Many Transactions Does a Portfolio Need?
When managing a portfolio, one question remains: how many transactions are necessary? Not surprisingly, clients, banks, and independent wealth managers
January 30, 2025
Client Relations
How Fast Do Clients Lose Trust 🤝
In wealth management, trust between wealthy clients and their relationship manager is deeply personal. It takes years to build, but
January 28, 2025
Industry Insight
Gold: Metal Account or Physical Storage?
When investing in gold, you face two main options: a metal account 🏦 or physical gold. Each path has its
January 23, 2025
Personal Views
4,000 Followers: A Milestone 🚀
I’ve hit 4,000 followers! 🎉 This is a big milestone, and I’m beyond grateful. Whether you’re here for insights, laughs,
January 22, 2025
Industry Insight
Private Banking vs Independent Wealth Management – Which One Is Right for You?
Introduction Managing money can be complex. Some people choose private banking. Others prefer wealth management. But which one suits you?
January 22, 2025
Investing
Beyond Investment Performance 📈
Relying solely on performance to build a client relationship is dangerous. Performance matters, of course. But that’s not all clients
January 21, 2025
Industry Insight
Strategic Resilience
🌍 Navigating the post-Trump era is a adaptability and (strategic) resilience masterclass. For Swiss independent wealth managers, his presidency offers
January 20, 2025
Personal Views
The WEF 2025: Global? 🌏
The World Economic Forum 2025 is about to begin. Once again, Davos, Switzerland, will take centre stage. Leaders from politics,
January 18, 2025
Investing
Open Investment Platforms: Why You Need to Be Cautious
Open investment platforms give access to a wide range of non-traditional products. Exciting, right? But with that variety comes complexity.
January 16, 2025
Career Growth
Why Salary Should Be Secondary for Relationship Managers
Successful Relationship Managers understand that a fixed salary doesn’t solely determine their financial future. They embrace a transparent profit share
January 14, 2025
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