Regulations
Typical Cross-Border Rules in Swiss Wealth Management
A practical overview of how Swiss private banks and independent wealth managers serve clients abroad — and what HNWIs/UHNWIs should
March 13, 2026
Blog Archive | independent wealth management
Industry Insight
Why independent wealth managers matter
In politics, extremes are often labelled as good or evil. The same logic sometimes seeps into finance. With imagination, one
March 12, 2026
Industry Insight
Europe is falling behind
In a recent conversation, I heard the remark: “Europe feels like an outdated museum.” In 2025, this is no longer
March 10, 2026
Career Growth
Why balance matters in independent wealth management
Most independent wealth managers in Switzerland start with a similar setup. The firm is built around one dominant force: the
March 5, 2026
Regulations
Data Protection or Data Illusion?
As CEO, board member and shareholder of a small, internationally regulated wealth management boutique, I no longer ask whether my
March 3, 2026
Industry Insight
Why Growth in Wealth Management Is Not the Same as Inflows
This article was developed based on an extended discussion with ChatGPT 5.2 (discussion mode). Executive context for finance professionals In
March 1, 2026
Regulations
FiDA and the long data frustration
Independent wealth managers have long faced the same structural problem: unreliable, incomplete and slow data interfaces with custodian banks. Holdings
February 26, 2026
Career Growth
NextGen Leadership Meeting in Swiss Wealth Management Firm
The wave of independent wealth managers in Switzerland began in 1998. Following the merger of Swiss Bank Corporation and Schweizerische
February 24, 2026
Career Growth
A telling career move
Over the past months, I have noticed a quiet but consistent trend in my network. Swiss private bankers with 20
February 19, 2026
Client Relations
Private Banking vs Independent Wealth Management
The Real Battle for UHNWIs 💼 Private Banking vs Independent Wealth Management: The Real Battle for UHNWIs The world of
February 17, 2026
Client Relations
Global Wealth Needs Independent Guidance
Global wealth expands across borders faster than families can adapt. Regulations tighten. Tax regimes shift. Markets remain unpredictable. Families with
February 12, 2026
Personal Views
Swiss Private Banking Faces Decline: Asia and the Middle East Rise
By the time I retire, Swiss Private Banking will no longer be the global leader in wealth management. Asia and
February 10, 2026
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