Studies

Coming 26 November
Shaping the Future of Wealth Management:
NextGen Private Banking Clients 2026 – Switzerland Edition

Study Title: Shaping the Future of Wealth Management: NextGen Private Banking Clients 2026 – Switzerland Edition
Authors: Christoph Künzle, Claude Baumann
Published by: FIN21 AG, Europaallee 41, CH-8004 Zurich
Publication date: November 2026
Language: English
Summary: This new study offers an unprecedented view of Switzerland’s future wealth holders, based on a broad quantitative survey of 987 NextGen wealth holders living in Switzerland.

Wealth Management in Switzerland 2026

Study Title: Wealth Management in Switzerland 2026
Authors: Christoph Künzle, Claude Baumann, Annika Marti
Published by: FIN21 AG, Europaallee 41, CH-8004 Zurich
Publication date: October 2026
Language: English
Summary: This annual study provides a quantitative analysis of wealth management in Switzerland and Liechtenstein, covering 70 banks with CHF 9.7 trillion in assets under management. It assesses banks across 12 KPIs and identifies leading institutions in five categories, based exclusively on public data, with no jury or subjective judgment.

Shaping the Future of Wealth Management:
NextGen Private Banking Clients 2026 – Singapore Edition

Study Title: Shaping the Future of Wealth Management: NextGen Private Banking Clients 2026 – Singapore Edition
Authors: Christoph Künzle, Claude Baumann
Published by: FIN21 AG, Europaallee 41, CH-8004 Zurich
Publication date: September 2026
Language: English
Summary: This new study offers an unprecedented view of Singapore’s future wealth holders, based on a broad quantitative survey of 1,049 NextGen wealth holders, heirs and entrepreneurs across Singapore and Southeast Asia.

The 100 Most Influential Bankers in Switzerland 2026

Study Title: The 100 Most Influential Bankers in Switzerland
Authors: Claude Baumann, Christoph Künzle
Published by: FIN21 AG, Europaallee 41, CH-8004 Zurich
Publication date: August 2026
Languages: English, German
Summary: This new innovative study offers a unique view of the Swiss banking industry through detailed profiles, professional assessments and portrait photos of the leading personalities shaping the sector.

Independent Asset Managers in Switzerland 2026

Study Title: Independent Asset Managers in Switzerland 2026
Authors: Christoph Künzle, Claude Baumann, Sarina Feldmann
Published by: FIN21 AG, Europaallee 41, CH-8004 Zurich
Publication date: April 2026
Languages: English, German, French, Italian
Summary: Based on 170 valid responses from Swiss independent asset managers, this 2026 study provides a fact-based view of a highly fragmented CHF 850 billion sector facing decisive questions around scale, succession, technology, profitability and consolidation.

Wealth Management in Switzerland and Liechtenstein 2025

Study Title: Wealth Management in Switzerland and Liechtenstein 2025
Authors: Christoph Künzle, Claude Baumann, Sarina Feldmann
Published by: FIN21 AG, Europaallee 41, CH-8004 Zurich
Publication date: November 2025
Languages: English
Summary: Based on 69 Swiss and Liechtenstein wealth management banks, this 2025 study provides a data-driven view of a CHF 8.7 trillion industry, analysing market size, growth, profitability, efficiency, capital strength and the leading private banks across two AUM categories.

Wealth Management in Switzerland 2024

Study Title: Wealth Management in Switzerland 2024
Authors: Christoph Künzle, Jonas Hefti
Published by: ZHAW School of Management and Law
Publication date: November 2024
Languages: English
Summary: Based on 66 Swiss wealth management banks, this 2024 study provides a data-driven view of a CHF 7.8 trillion industry shaped by UBS’s Credit Suisse integration, renewed net new money inflows, improving profitability, efficiency challenges and strong capitalisation.

Wealth Management in Switzerland – Edition 2

Study Title: Wealth Management in Switzerland – Edition 2
Authors: Christoph Künzle, Jonas Hefti
Published by: ZHAW School of Management and Law
Publication date: March 2024
Languages: English
Summary: Based on 67 licensed Swiss wealth management banks and 2022 annual reports, this study maps a CHF 7.6 trillion industry under pressure from market turmoil and Credit Suisse outflows, ranking banks across profitability, efficiency, capital strength and growth.

Wealth Management in Switzerland – Edition 1

Title: Wealth Management in Switzerland – Edition 1
Authors: Christoph Künzle, Jonas Hefti
Published by: ZHAW School of Management and Law
Publication date: September 2023
Languages: English
Summary: Based on 69 licensed Swiss wealth management banks and 2021 annual reports, this inaugural study establishes a data-driven benchmark of a CHF 9.2 trillion industry, analysing market structure, profitability, efficiency, capital strength, growth and board composition.