Personal Views
Freedom to Say No in Wealth Management
In wealth management, advice is almost always framed in terms of action. Clients expect ideas, recommendations and solutions, and advisers
May 21, 2026
Blog Archive | independent wealth management
Industry Insight
Independent Wealth Manager Explained
An independent wealth manager operates outside a bank. However, independence means much more than organisational distance. In practice, this model
May 15, 2026
Client Relations
Time Allocation
In wealth management, there is a question that is rarely asked openly but answered every day by clients: where does
May 12, 2026
Client Relations
Built On One Person
One of the defining strengths of independent wealth managers is also a structural risk. In many founder-centric wealth management firms,
May 12, 2026
Technology & Trends
Digital Wealth Management Myths
When people discuss the great wealth transfer, one topic dominates the conversation: digitalisation. Many assumptions around digital wealth management myths
May 7, 2026
Industry Insight
Incentive Structures
Every few years, the same pattern repeats inside large private banks. A new chapter is announced, packaged as a fresh
May 5, 2026
Career Growth
Industry Consolidation
One number from the recent study “Independent Wealth Managers in Switzerland 2026” stands out: around 25% of firms are not
April 30, 2026
Industry Insight
Fiat 500 or 7 Series BMW?
The question of an independent wealth manager vs a bank is often difficult to explain — especially to those new
April 28, 2026
Career Growth
You Cannot Copy Trust
Private bankers today find themselves at a turning point. The idea of a private banker’s career crossroads is no longer
April 23, 2026
Industry Insight
Why Independent Wealth Managers Matter 💼
The importance of independent wealth managers is often misunderstood. In finance, as in politics, people tend to label extremes as
April 21, 2026
Industry Insight
Functional Location
“Location, location, location” is often misunderstood as a question of prestige or outlook. In reality, location is about options —
April 16, 2026
Career Growth
Private Bankers at a Crossroads 🔍💼
Private bankers today find themselves at a turning point. The idea of a private banker’s career crossroads is no longer
April 14, 2026
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