Industry Insight
Disappear Or Merge
People often ask whether independent wealth managers will disappear. In most cases, this is unlikely to be how the transition
July 2, 2026
Blog Archive | independent wealth management
Technology & Trends
Invisible Banking
During a recent stay in Marrakech, one thing struck me almost immediately. Banks seemed to be everywhere. Branches, cash machines
June 30, 2026
Industry Insight
What Is The Product?
In independent wealth management, the product is the advisor. Everything else is available to everyone. The funds, the structured products,
June 25, 2026
Client Relations
Who Owns the Ultra High Net Worth Client Relationship?
I have sat in enough adviser transition conversations to notice a pattern that very few people in this industry discuss
June 18, 2026
Industry Insight
What Does an Independent Wealth Manager Do?
Many Private Bankers ask a straightforward question when exploring independence. What does an independent wealth manager do in practice? At
June 15, 2026
Investing
House Products vs Open Architecture: The Gap Inside Banks
In my years at a US investment bank, I knew one world very well. The discipline was real. The training
June 11, 2026
Client Relations
What Zurich’s Bahnhofstrasse Teaches Us About Independent Wealth Management
Zurich’s Bahnhofstrasse is not just one address. It is a street of possibilities. On the left and on the right,
June 9, 2026
Client Relations
What Clients Never Tell You
UHNW client retention in wealth management is one of those topics every firm claims to understand, and few actually measure
June 4, 2026
Career Growth
Seven Fire Types and One Lesson on Balance
My first experience with an independent wealth manager began with strong momentum. I joined a group of seven highly driven
May 28, 2026
Publications
Swiss EAMs Look Forward After Regulation: Consolidation?
This news service recently spoke to a figure in Switzerland’s independent wealth management sector about the impact of new regulations
May 27, 2026
Regulations
Debanking in Switzerland: A Quiet Shift in the Client–Bank Relationship
380 per cent in six years. This is the increase in formal “restrictions” imposed by Swiss banks, as reported to
May 25, 2026
Regulations
Swiss Independent Wealth Managers and AMLA
What Changes – and What Stays the Same his article provides general information only and does not offer legal, regulatory
May 22, 2026
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