Personal Views
High-Speed Growth 🚀
What a year! Independent wealth managers who want to stay ahead must focus on operational investment excellence (hopefully a given)
December 19, 2024
Blog Archive | independent wealth management
Client Relations
The Power of Communication
We currently witness how quickly global situations can escalate when open communication fails. Misunderstandings grow, tensions rise, and conflicts intensify.
December 17, 2024
Investing
2025 Investment Outlook: Trends, Picks, and Key Risks 💹📈💡
Disclaimer: This 2025 Investment Outlook is for informational and educational purposes only. It does not offer financial, investment, or professional
December 16, 2024
Industry Insight
The Cost of Starting a Wealth Management Firm in Switzerland 💼
Launching an independent wealth management firm is an exciting but costly journey. With only hours left in the poll, let’s
December 11, 2024
Career Growth
The Real Value of a Private Banker Business Plan 💼💡
Gone are the days when wealth managers relied solely on impressive figures and flashy presentations to make an impact. Today,
December 10, 2024
Client Relations
What Samichlaus Can Teach Wealth Management 🎅
In Switzerland, December begins with Samichlaus. Kids get ready for his visit, knowing he rewards the good and reminds the
December 6, 2024
Career Growth
Top Independent Wealth Management Interview Questions 💬
Moving to independent wealth management is exciting. But it would help if you asked the right questions to ensure it’s
December 5, 2024
Regulations
Smart Cross-Border Wealth Management for UHNWIs 🌍💼
In today’s fast-paced global economy, managing wealth across borders is necessary for ultra-high-net-worth individuals (UHNWIs). Cross-border wealth management combines expertise
December 4, 2024
Regulations
Retroactive Finance Rules: Legal Yesterday, a Crime Today? 📜
Imagine cruising 🚗 down a Swiss motorway at 120 km/h, comfortably following the speed limit of the day. No issues,
December 3, 2024
Investing
Compound Return Calculator
Compound interest allows your total balance to accelerate through interest on interest. Each time you earn a return, that return
December 1, 2024
Career Growth
Black Friday and Cyber Monday: Invest in Yourself 💡
I’m out of the office for Black Friday and Cyber Monday, but it’s not just for shopping. Sure, I’ve got
November 28, 2024
Investing
Is ESG still relevant or just a pleasant façade? 🌍
Remember when ESG (Environmental, Social, Governance) dominated the conversation in finance? Every bank and investment firm was pushing for sustainable
November 26, 2024
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