Investing
Nothing to Sell, Nothing to Defend
Can independent wealth managers actually invest? The honest answer starts with what we do not have: nothing to sell, and
July 25, 2026
Blog Archive | independent wealth management
Industry Insight
Europe Is Falling Behind
In a recent conversation about independent wealth management, I heard a striking remark: “Europe feels like an outdated museum.” In
July 23, 2026
Publications
We Manage Trust, Not Products
To mark its 40th anniversary, the Swiss Association of Asset Managers (VSV/ASG) published a special edition. It looks at how
July 22, 2026
Industry Insight
The Biggest Shelf No Longer Wins
For most of modern wealth management, the advantage belonged to whoever had the biggest shelf. Today, independent wealth management is
July 21, 2026
Industry Insight
What Does a Wealth Manager Really Do? Explained to a Wine Expert
When I explain wealth management to a wine expert, I start with grapes. A grape is a grape. Full stop.
July 16, 2026
Industry Insight
A Useful Resource for Swiss Wealth Management
For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size
July 15, 2026
Client Relations
Europe’s Most Onboardable Fortunes: 30 UHNWIs Without an Operating Company (2026)
Every January, the famous rich lists arrive, and they tell private bankers roughly the same story. As a rule, the
July 15, 2026
Industry Insight
A Discipline, Not a Given
For decades, wealth management rested on a quiet assumption: that the future would differ from the present without becoming unrecognisable.
July 14, 2026
Client Relations
Unbiased Wealth Management: Whose Side Are They On?
Unbiased wealth management is easy to claim and harder to prove. In plain terms, it means your adviser has no
July 11, 2026
Client Relations
40% Performance — But Since When?
I checked my own pillar 3a account last week and saw a performance figure of more than 40%. And, to
July 9, 2026
Technology & Trends
Stop Chasing the Perfect System
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 7, 2026
Technology & Trends
Wealth Management Data Hub – Legacy Mainframe Meets Modern Desk
Stop chasing the perfect system. I have written before that the ideal combination of CRM and portfolio management probably does
July 6, 2026
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