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
Blog Archive | independent wealth management
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
Industry Insight
Media Visibility Q2 2026: Who Made the Swiss Wealth Headlines
Media Visibility: Q2 2026 · Q3 2026 · the standing ranking This is the first edition of a quarterly series
July 5, 2026
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
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
Explore the Wealth Management Blog Archive by Year
The vapa blog has covered Swiss independent wealth management since 2021. Each annual overview summarises the year in markets and wealth management and lists every article published in it:
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