News, Insights & Resources

INSA has supported wealth management operations for decades – this page is where we share what we learn. Browse our newest weekly blog posts, important news & updates, and upcoming resources like case studies and whitepapers – created to help investment teams improve efficiency, strengthen compliance, and reduce operational friction.
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Discover how asset managers can adapt to a post-low-interest-rate environment through stronger asset selection, operational efficiency, and greater client differentiation.
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The End of Easy Money: How Asset Managers Must Adapt

Case Study: Audit readiness without the fire drills

A Swiss wealth manager reduced audit and review preparation time by 40–50% by standardizing reporting workflows and reducing last-minute rework.
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Risk Management in Uncertain Times

Learn how advanced risk analytics improve resilience in uncertain markets through real-time insights, scenario simulations, and integrated systems.

The Cost of Non-Compliance: More Than Just Fines

Non-compliance in financial services can lead to fines, reputational damage, client loss, and operational disruption. Learn why it goes beyond penalties.
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Discover how asset managers can adapt to a post-low-interest-rate environment through stronger asset selection, operational efficiency, and greater client differentiation.

The End of Easy Money: How Asset Managers Must Adapt

20. Juli 2026,
For more than a decade, financial markets were shaped by abundant liquidity and historically low...
Read More
A Swiss wealth manager reduced audit and review preparation time by 40–50% by standardizing reporting workflows and reducing last-minute rework.

Case Study: Audit readiness without the fire drills

16. Juli 2026
Client (anonymous): Swiss family office / wealth manager, ~10 employees, ~120 client relationships, 3 custodian banks...
Read More
Learn how advanced risk analytics improve resilience in uncertain markets through real-time insights, scenario simulations, and integrated systems.

Risk Management in Uncertain Times

13. Juli 2026,
In uncertain markets, risk management becomes more than a control function. It becomes a core...
Read More
Non-compliance in financial services can lead to fines, reputational damage, client loss, and operational disruption. Learn why it goes beyond penalties.

The Cost of Non-Compliance: More Than Just Fines

6. Juli 2026
In financial services, non-compliance is often discussed in terms of fines. And while financial penalties...
Read More
Discover how AI-powered document extraction helps financial institutions turn unstructured files into structured data, reduce manual work, improve accuracy, and scale back-office operations efficiently.

From Documents to Data: How AI Automates Financial Back Offices

29. Juni 2026,
Manual data entry from bank statements, transaction advices, custody reports, and PDFs is still a...
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A European independent asset manager increased portfolios supported per ops FTE by 25–35% by standardizing portfolio management and reporting with INSA PMS.

Case Study: Scaling without scaling headcount

25. Juni 2026
Client (anonymous): European Independent Asset Manager, ~20 employees, ~500 portfolios, 4 custodian banks Challenge Client growth...
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Explore how modular portfolio management systems help wealth management firms improve flexibility, scale efficiently, and add AI-driven automation without the limits of rigid legacy software.

The Future of Portfolio Management Systems: Modular, Scalable and AI-Driven

22. Juni 2026,
For many wealth management companies, legacy portfolio management systems have become a constraint rather than...
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Client portals improve transparency, communication, and client experience in wealth management by giving clients real-time access, greater visibility, and smoother digital interaction.

The Role of Client Portals in Modern Wealth Management

15. Juni 2026,
In wealth management, client expectations have changed. Today’s clients want more than periodic reports and...
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Explore how family offices manage multi-generational needs, complex structures, and governance requirements to support long-term wealth preservation.

Family Offices: Managing Complexity Across Generations

8. Juni 2026,
Family offices operate in one of the most complex areas of wealth management. Their role...
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