Practitioner notes. Swiss perspective.
Short, considered notes on Swiss business, finance and the thinking behind the platform. Sent occasionally; never promotional.
Private Banking
Discretion is a posture, not a product.
Why the discretion that defines Swiss private banking is read as a stance, not a feature — and what that means for the room.
1 min
Methodology
Why the room stays small.
Group dynamics, attention, and the calibre of what is said — the case for the small room.
1 min
Methodology
Geography is curatorial.
Where a learning experience happens is part of what is being taught, not a logistical afterthought.
1 min
Dispatches
A conversation is not a sale.
Why every engagement with Vision Goal starts with a conversation — and what a short conversation surfaces that a form never will.
1 min
Methodology
What we do not do.
The platform is defined as much by its refusals as by its offers. A short list of the things we will not do.
1 min
Four places we publish.
01
Swiss Access
Notes on operating culture, SME evaluation, and the bridges that work between Switzerland and the rest of the world.
02
Private Banking
Practitioner-grade dispatches on the Swiss private-banking landscape — discretion, regulation, and the questions held in the closed room.
03
Methodology
Why the experiences are shaped the way they are — the case for a small group, and what discretion is for.
04
Dispatches
Short notes on what a session surfaced: the questions that came up, and what is worth returning to.
Twelve peer-reviewed papers.
Selected work by the founding curator across banking, sustainable finance, ESG, AI in financial services, and cross-border life insurance — hosted on Academia.edu.
- 2025The Democratization of Diversification: How Exchange-Traded Funds (ETFs) Are Transforming Investment Strategies (opens in a new tab)Economics and Finance
- 2024Beyond the Bottom Line: Balancing Profits and Ethical Conduct in the Financial Sector (opens in a new tab)International Journal of Management Studies and Social Science Research
- 2024Gig Economy and Remote Work Challenge Traditional Retirement Planning (opens in a new tab)International Journal of Management Studies and Social Science Research
- 2023Investing in the Islamic World: Opportunities, Challenges, and Implications (opens in a new tab)Economics and Finance
- 2023The Role of Financial Services in the Transition to a Sustainable Economy (opens in a new tab)Journal of Strategic Innovation and Sustainability
- 2023The Impact of Artificial Intelligence on the Banking Industry (opens in a new tab)Journal of Banking and Finance Management
- 2023Sustainable Finance: The Role of Banks (opens in a new tab)Journal of Insurance and Financial Management
- 2023Crypto Assets in Unit-Linked Life Insurance (opens in a new tab)Journal of Insurance and Financial Management
- 2022The Impact of COVID-19 on the Financial System (opens in a new tab)International Journal of Management Studies and Social Science Research
- 2022The Impact of Artificial Intelligence on the Banking Industry (opens in a new tab)Journal of Banking and Finance Management
- 2021Building an ESG Investment Portfolio (opens in a new tab)Journal of Insurance and Financial Management
- 2021Future Distribution of Life Insurance (opens in a new tab)Journal of Insurance and Financial Management
Occasional notes. Never promotional.
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