Career Growth
Ten Per Cent — and Who Adjusts Fastest
At altitude a golf ball flies ten per cent further. What that teaches about how fast good bankers recalibrate in
September 8, 2026
Blog Archive | independent wealth management
Investing
What Is Actually Written in a Discretionary Investment Mandate
A discretionary investment mandate is a power of attorney with limits attached. The clauses that matter, the ranges that decide
September 7, 2026
Technology & Trends
I Wasn’t Using Software. I Was Directing a Team.
AI co-work turned my home computer into something like an open-architecture platform. What that means for knowledge work.
September 3, 2026
Technology & Trends
What AI Costs by the Token: API Pricing for Wealth Managers (Snapshot)
AI token pricing across ten models, checked August 2026: what the APIs charge, the discounts and surcharges that matter —
September 2, 2026
Regulations
How to Check a Swiss Wealth Manager’s FINMA Licence
Six free checks that take five minutes: the FINMA register, the supervisory organisation, the client adviser register, Zefix, the ombudsman
August 31, 2026
Regulations
The Front Door Closed
Everyone measures Swiss wealth-management consolidation at the exit. Nobody counted the entrances. New firms per year fell from 55.5 to
August 28, 2026
Client Relations
NextGen Wealth Management: Convenience Without Constraint
Clients rarely ask for more technology — they ask for fewer obstacles. Why NextGen wealth management must be simple without
August 27, 2026
Industry Insight
Independent Wealth Manager Salary
What does an independent wealth manager actually earn? How compensation models work and how they compare with private banking.
August 27, 2026
Regulations
How Four Financial Regulators Approach AI: Switzerland, UK, Singapore, Abu Dhabi
FINMA, the FCA, MAS and Abu Dhabi’s FSRA regulate AI in visibly different ways — and agree on one thing:
August 26, 2026
Regulations
Cross-Border Compliance: Why a Passport Decides Where a Client Can Bank
The country matrix, residence versus nationality, debanking and PEP risk: how cross-border compliance really decides where a client can bank,
August 24, 2026
Industry Insight
Wealth Management in Switzerland: The Definitive Guide
How the Swiss wealth management market is actually structured: the four provider types, what each costs, who regulates them, and
August 21, 2026
Industry Insight
What Is It Worth?
One of the most sensitive and often misunderstood questions in independent wealth management is valuation. In practice, wealth management valuation
August 20, 2026
Explore the Wealth Management Blog Archive by Year
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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