Independent analysis of fees, governance, mandate performance and wealth transition — published for families who want to think clearly about their banking relationships.
Few affluent clients compare private banks in a structured manner. A five-point framework — soundness, service quality, total fees, performance and alignment of interests — to objectively assess your wealth manager.
A formal Request for Proposal process — used by institutional investors for decades — is now accessible to high net worth families. Here is how it works, and why it consistently delivers better outcomes than direct negotiation.
Switzerland has approximately 1,300 independent asset managers — one of the densest and most fragmented markets in the world. A clear framework to understand what each model offers, how fees compare, and why the term "independent" must always be verified.