Personal Views
Where are the leaders in our industry?
Innovation is crucial to the success of any business, big or small. It drives growth and competitiveness. Furthermore, it propels
February 12, 2023
Blog Archive | independent wealth management
Career Growth
🤔⏰ Take Your Time
Transitioning from a traditional private bank to an independent wealth manager offers relationship managers a promising career opportunity. However, ensuring
February 10, 2023
Personal Views
Navigating Media Influence: A Call for Critical Thinking in Today’s News Landscape
The media plays a crucial role in shaping public opinion and influencing our perceptions and decisions. Through traditional news outlets,
February 9, 2023
Industry Insight
Has the turn of the year already taken place?
Historically, the turn of the year was a symbolic “closing event.” People reorganised their workplaces, cleaned email directories, sharpened pencils,
February 5, 2023
Investing
Banks vs. Multi-Manager Expertise 💼📈
Do banks or wealth managers address the wide range of investment possibilities with extensive deep granularity? Or is it better
January 29, 2023
Career Growth
Compensation as a relationship manager
As a private banker considering a switch to an independent wealth manager, you must compare compensation models carefully alongside the
January 26, 2023
Personal Views
Global Leaders: Turning Words into Action for Peace and Sustainability
Witnessing world leaders uniting to address global challenges and opportunities at the World Economic Forum is highly encouraging. Such gatherings
January 21, 2023
Personal Views
The Great Wealth Transfer
In the last few weeks, I have read some collected reports on “The Future of Private Banking” in 2023. Many
January 19, 2023
Industry Insight
The future private banking cities
Where is the future of private banking taking shape? ChatGPT offers a clear perspective on the future of private banking
January 9, 2023
Technology & Trends
ChatGPT vs Google: A New Era in AI Chatbots and its Potential for Wealth Managers
ChatGPT is the prototype of a chatbot, i.e. a text-based dialogue system as a user interface based on artificial intelligence.
January 8, 2023
Personal Views
Operational efficiency made by Swiss banks
After a few critical posts, in the present climate, a homage to the financial industry in Switzerland, and this is
December 30, 2022
Industry Insight
Push-back by Custodian Banks
Banks are increasingly pushing independent wealth managers to enter securities transactions into their online systems. While this practice is not
December 20, 2022
about this topic
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.