Personal Views
Why Portugal Attracts the Wealthy ☀️
During my short stay in Lisbon, I noticed quite a bit of wealth. 🌍Here’s why this sunny paradise is drawing
September 12, 2024
Blog Archive | independent wealth management
Personal Views
Why Long-Term Employees Matter and New Blood is Essential 💡💼
In the world of independent wealth management, long-term employees are precious. They bring Strong loyalty and dedication, which is crucial
September 10, 2024
Technology & Trends
AI in Wealth Management 🤖
Artificial Intelligence (AI) is transforming wealth management, particularly for independent firms that serve high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
September 7, 2024
Personal Views
Is it Time for Fintech Solutions in Independent Wealth Management? 💡
The financial world is on the move! 🚀 More and more independent wealth managers are pondering whether to leap into
September 5, 2024
Personal Views
From Yas Marina Circuit to Wealth Management: Steering Safety and Precision 🏎️🛡️
Recently, I visited the Yas Marina Circuit in Abu Dhabi. This motorsport marvel stands out for its top-tier safety measures
September 3, 2024
Industry Insight
More Wealth Managers, Fewer Banks 🚀📉
Swiss banking is changing rapidly. Traditional banks are declining, while wealth managers under FINMA’s supervision are gaining ground. 🌟 Why
August 29, 2024
Career Growth
Switch to Independent Wealth Management
Many relationship managers at banks wonder if moving to an independent wealth manager is the right decision. The answer often
August 24, 2024
Technology & Trends
Maximising Efficiency with AI in Wealth Management 🚀
By embracing AI technology, my approach to work has been significantly transformed, ultimately delivering substantial efficiency boosts in our wealth
August 23, 2024
Regulations
Regulation: The Hidden Superhero of Finance 🦸♂️
In the fast-paced world of finance, everyone talks about growth, returns, and innovation. But what keeps the system stable and
August 20, 2024
Personal Views
What am I missing while working for an independent wealth manager? 📢
The infamous punched envelope! 📂💌 This envelope, full of holes like Swiss cheese, was the highlight of my office days.
August 15, 2024
Industry Insight
Reflecting on Street Parade 2024: Lessons for Independent Wealth Management 🔊
What an incredible weekend at the Street Parade 2024 in Zurich! The city was alive with vibrant music, dancing, and
August 13, 2024
Personal Views
The Smart Approach to Wealth Management 🏦
🏠 Status Symbols and Their Hidden Complexities Status symbols like multiple houses and luxury cars offer variety and prestige. They
August 8, 2024
about this topic
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.