Personal Views
Happy Birthday, Switzerland – 2023! 🎂🎉
On this special 1st of August, we celebrate the founding of our beloved nation with pride and gratitude. Happy Birthday,
August 1, 2023
Blog Archive | independent wealth management
Personal Views
From Sunscreen to Spreadsheet: The Art of Planning a Post-pandemic Holiday!
Planning a post-pandemic vacation? This travel year is unique. Inflation, reduced airline capacities, and a tight rental car market are
July 21, 2023
Career Growth
Career Plan: Journey to Success as a UHNWI/HNWI Relationship Manager 💼🤝
To build a successful career as a UHNWI/HNWI Relationship Manager in finance, focus on trust, time, and adaptability. Start by
July 20, 2023
Regulations
The Rising Phenomenon of Exit Due to De-risking in Traditional Private Banking
“We regret to inform you that our bank has decided to terminate its business relationship with you. The termination is
July 15, 2023
Client Relations
A Potential Paradigm Shift in Swiss wealth management: A Closer Look at the Role of Custodian Banks
Recently, I conducted a LinkedIn poll and discovered an intriguing sentiment. Among Switzerland’s independent wealth managers, the reputation and size
July 13, 2023
Career Growth
The Rise of Independent Wealth Managers: Exploring the Reasons Behind the Trend
Today, I want to discuss the fascinating world of Swiss independent wealth managers. Why do they exist, and what motivates
July 12, 2023
Investing
Navigating the New Paradigm in Investment Fund Distribution: A Call for Collaboration and Innovation
In the evolving investment world, the retrocession model for fund distribution has been significantly curbed due to numerous discouraging measures.
July 11, 2023
Technology & Trends
Embracing blockchain for Seamless Securities Transfers: Reflections from the Past
I vividly recall my days as a back office employee at Citicorp Private Bank in Zurich (today, Citigroup), where I
July 9, 2023
Career Growth
Time for an Employer Change? The Art of Perfect Timing! 🕒🚀
Today, I would like to discuss a topic of great importance to private banking relationship managers: the right time for
July 8, 2023
Industry Insight
Navigating Financial Landscapes: The Unseen Struggles and Triumphs of Wealth Management
I often contemplate what it might be like to see things from the “other” side. In this post, I’m not
July 6, 2023
Personal Views
The Unparalleled Power and Innovative Approach
I recently attended a UBS event and gained invaluable insights into their operations, experiencing their impressive capabilities first-hand. As an
July 6, 2023
Career Growth
Building Generational Bridges: The Role of Wealth Managers in Nurturing Legacy and Succession
As professionals, we often strive to create a lasting impact on our careers. Throughout my journey, I’ve been fortunate to
July 3, 2023
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