Technology & Trends
Banking 2043: Humanity & Machines 🏦🤖
After two in-depth presentations, I can say AI is revolutionising banking. Yet, where does the human element stand in Banking
November 26, 2023
Blog Archive | independent wealth management
Industry Insight
Banking vs. Wealth Management: Unravelling the Subtle Perks 🌟
Over the years, wealth management’s tailored and flexible approach has become a favourite amongst many. However, there’s an understated charm
November 25, 2023
Publications
Banks’ Shift From Open Architecture To In-House Products – What’s Driving Change?
In this guest commentary, a senior Swiss EAM executive argues that the return of in-house products isn’t necessarily negative. For
November 24, 2023
Technology & Trends
Innovations Over Zurich’s Skyline! 🚀🌆
This week, Julius Baer curated an unparalleled off-site event for independent wealth managers atop Zurich’s majestic views. The gathering showcased
November 22, 2023
Career Growth
Navigating a Relationship Manager Interview Journey: A Transparent Look
The recruitment process, the relationship manager interview, in wealth management is designed with clarity and mutual understanding at its core.
November 20, 2023
Client Relations
Private Banking Fees: Balancing Brand Value and Discounts 🏦🔍
In the complex world of private banking and independent wealth management, the perception of value cements the bond between a
November 19, 2023
Personal Views
🕰️ Time’s Ticker Took a Twist! 📈
Did anyone else spot that their “time ticker portfolio” paid an unexpected dividend today? You’re not seeing things; we’ve swapped
November 18, 2023
Personal Views
Flashback to ’73: Oil Crisis Déjà Vu with a Modern Twist
Rising Tensions in Global Energy The situation is serious. Seven oil-producing Arab countries have stopped selling to the US. They
November 17, 2023
Industry Insight
The Independent Wealth Manager: A Modern Private Banking Hybrid? 🚀🏦
In the ever-evolving landscape of private banking, an intriguing trend emerges. The independent wealth manager appears more frequently as a
October 22, 2023
Regulations
Offshore Banking & The Future of Private Banking 🌐
Lately, there’s been a noticeable surge in the assets managed by offshore banking centres. However, several pressing questions need addressing.
October 22, 2023
Industry Insight
The Future of Financial Institutions in a multipolar World by ChatGPT 🌍
My question: How will the rise of a multipolar world impact Western banks, particularly in private banking, and what implications
October 21, 2023
Technology & Trends
90 Years of Telex – My First Messenger During Training Days
🕰️ Let’s journey back to the early days of digital communication in the finance sector. Long before email icons popped
October 19, 2023
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