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Making the switch to an independent wealth manager (IWM) offers bank advisors and relationship managers significant advantages, which primarily translate into greater entrepreneurial freedom, genuine client focus and more attractive earning potential.

As a former bank advisor, working for an IAM frees you from the traditional constraints of a large corporation.

The key benefits can be divided into three core areas:

1. Product independence and advocacy for clients and customers

No sales pressure: You no longer have to sell the bank’s own products (such as in-house funds or structured products) to meet internal budget targets.

Open-architecture model: You have access to the optimal solution from the client’s perspective (“best-in-class” approach) and recommend only solutions that perfectly match your clients’ risk profiles.

Greater credibility: Since many independent financial advisors work on a fee-based basis and either exclude or reimburse retrocessions, you’re on the same side as your client—which builds trust.

2. More Attractive Compensation and Entrepreneurial Participation

Direct profit sharing: Revenue sharing based on assets under management (AUM) or generated income is typically significantly higher at independent wealth managers than bonuses in traditional banking.

Option for Partnership: The opportunity to acquire company shares and thus benefit directly from the company’s long-term value.

3. Focus on the Essentials and Long-Term Relationships

Less bureaucracy: You spend less time in internal meetings or dealing with the administration of banking processes, leaving you more time for actual client service.

Personal continuity: At a UVV, clients don’t switch advisors due to internal restructuring. You often accompany families across generations.

Flexibility with custodian banks: We collaborate with several partner banks, ensuring independence in this area as well.