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Latest intelligence
The freshest reads — updated as you publish.
The AI Trap Nobody in Private Banking Is Talking About
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When Goliath Moves to Bahnhofstrasse
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35,000 Jobs. One Question Nobody Is Asking.
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When the Safe Haven Isn't Safe Anymore
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Julius Baer Cut Jobs Even After a Strong 2024. Every Private Banker Should Pay Attention.
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Why More Senior RMs Are Asking Me About Going Independent. And What I Tell Them
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The UBS Integration Is Exposing a Career Problem Most Senior Bankers Don't Know They Have
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Dubai's Illusion Is Gone. Where Does That Leave You?
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Storm Warning: Tariffs, Zero Rates, and Crypto Are Rewriting the Rules for Private Bankers
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The Alternative Investment Tipping Point: Private Wealth is Going Mainstream
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Zürich 2026: Warum der Talentmarkt im Private Banking gerade umkippt
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UBS at the Crossroads: Succession, Integration, and the Fight for Its Future
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The AI Trap Nobody in Private Banking Is Talking About
When the bank's technology gets smarter about your clients, what exactly are you taking with you when you leave?
When Goliath Moves to Bahnhofstrasse
Goldman Sachs was crowned the best private bank in Switzerland at the annual Wealth Management Summit. The Americans are winning on Swiss turf — but for senior private bankers, this is the best thing that could have happened.
35,000 Jobs. One Question Nobody Is Asking.
UBS absorbed Credit Suisse in March 2023. Three years on, 35,000 jobs are being eliminated. The industry has tracked who is leaving — but almost entirely failed to examine what happens to the careers of the people who survived.
When the Safe Haven Isn't Safe Anymore
Dubai's entire value proposition as a global financial hub was built on one promise: that it was a safe, neutral, prosperous island in a difficult neighbourhood. Since late February 2026, that promise has become harder to say with a straight face.
Julius Baer Cut Jobs Even After a Strong 2024. Every Private Banker Should Pay Attention.
Julius Baer posted a 125% jump in net profit. Then cut 400 jobs and set a CHF 110 million cost-reduction target. The question every private banker should be asking has nothing to do with their own performance.
Why More Senior RMs Are Asking Me About Going Independent. And What I Tell Them.
Last month I had three separate conversations with senior private bankers who asked some version of the same question: should I just go independent? The EAM model is not a new concept. What is new is how often the question comes up.
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