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What happens to your life’s work when you retire? ✨

As a private banker, you spend decades building something very special: trust. Over time, you create a client book that

February 5, 2026

Onboarding experience showing a career transition where familiar environments feel new, symbolised by Swiss mountain landscapes

Regulations

When Familiar Mountains Still Feel New 🔑✨

A move within Switzerland sounds simple. After all, mountains are mountains. Yet anyone who has shifted from one valley to

February 3, 2026

Gold storage in Switzerland: gold and silver bars in a Swiss vault

Investing

Gold at Record Highs

What record prices really measure Gold is trading at a record high. US equity markets are also close to all-time

February 1, 2026

Historic Swiss manor house and private estate garden representing the discreet world of single family offices in Switzerland

Client Relations

Single Family Office List Switzerland (2026 Update)

Building a reliable Single Family Office List in Switzerland stays difficult, mainly because Swiss discretion still shapes the whole culture.

February 1, 2026

Business mentoring concept with senior professional guiding younger colleague reviewing documents, symbolising leadership development, coaching, and knowledge transfer.

Publications

Finews Interview: “I Have Had Mentors in Every Phase of My Life”

Patrick Stauber, CEO of Marcuard Heritage, is proud of his strong affinity for numbers and would advise his younger self

January 30, 2026

Wealth manager in a suit reflecting at his desk with a laptop

Career Growth

Who Do You Serve? 💼✨

They continue to serve both client and employer, but through integrity rather than obligation. Wealth management between institutions and independence

January 29, 2026

'No parking, no waiting' sign on a closed street

Career Growth

2026: Why Restrict Yourself?

Switzerland is known for private banking, but times are changing. Independent wealth managers are shaking things up. They offer a

January 27, 2026

Single family office investment concept showing financial charts, city skyline, and stormy markets through glasses symbolising clarity, risk management, and strategic wealth planning.

Investing

Clarity in uncertain markets

Markets continue to rise, even as uncertainty dominates the global news cycle. Political tension, regulatory pressure and geopolitical fragmentation shape

January 22, 2026