Industry Insight
Key Factors in Selecting a Custodian Bank 💼
Poll results (october 2024) As an independent wealth manager, I know many aspects are essential when selecting a custodian bank.
October 17, 2024
Blog Archive | independent wealth management
Career Growth
From Banking to Independent Wealth Management and from a Versatile Vehicle to a Tesla 🚗🔋
Recently, I made a decision that surprised many friends and colleagues: I swapped my beautiful, yet too large, Bavarian vehicle
October 15, 2024
Industry Insight
Choosing the Right Location for Wealth Management in Switzerland 🌐
Choosing the right location is crucial for your Swiss wealth management company’s efficiency and success. Here are vital factors to
October 10, 2024
Regulations
Digital Transparency or Privacy: What’s Your Choice?💰🔐
Poll results (october 2024) 💼 As financial systems evolve, a choice emerges: Should we embrace a digital currency where every
October 10, 2024
Regulations
Power Partnerships: Custodian Banks and Wealth Managers 💼🤝
Some things belong together—like coffee, cake, music, and dancing. These combinations create a harmony that enhances the quality of each
October 9, 2024
Career Growth
Where is the Grass Greener for a Relationship Manager? 🌍💼
In the past, it was often advantageous for Relationship Managers to switch from one bank to another. Such a move
October 3, 2024
Industry Insight
Income Stability or AuM Growth? 💼💡
The Swiss Franc (CHF) presents a unique dilemma. For independent wealth managers, it’s more than just a currency—it’s a strategic
October 1, 2024
Industry Insight
Uber and Independent Wealth Management
In today’s dynamic economy, new business models constantly upend traditional structures. Two such models, seemingly different at first glance, have
September 26, 2024
Regulations
Reimagining the Future of Finance: A One-Time AML Reset 🌐
In today’s rapidly evolving financial landscape, Anti-Money Laundering (AML) compliance complexities have reached unprecedented levels. 🌪️ The burden of managing
September 24, 2024
Industry Insight
The Hidden Cost of Mismanagement: Relationship Managers Deserve Better 💼💔
Despite their crucial role in building client trust and driving revenue, Relationship Managers often face reduced compensation. They suffer from
September 19, 2024
Personal Views
Swiss Excellence and Winter Surprises ⛄
The Vontobel EAM Event was a powerful testament to the global strength of Swiss Excellence. 🌍 We were privileged to
September 18, 2024
Industry Insight
Shift Ahead: Opportunities to Gain Market Share 🔍
The Credit Suisse/UBS takeover saga reshapes the Swiss financial sector, presenting new opportunities for independent wealth managers. More significantly, well-known
September 17, 2024
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