Research & Conferences for Swiss Wealth Management.

Research & Conferences
for Swiss Wealth Management.

Quantitative Insights. Strategic Dialogue.

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Update (08. Dezember 2025): Rekordbeteiligung an unserer Umfrage

Die Beteiligung an unserer landesweiten Umfrage mit über 1’300 FINMA-lizenzierten Vermögensverwaltern ist ausserordentlich hoch: Über 150 Vermögensverwalter haben bereits an der Umfrage teilgenommen. Damit sind wir auf gutem Weg, die höchste je erzielte Umfragebeteiligung für eine privat erstellte Studie über Schweizer Vermögensverwalter zu erzielen.

Vermögensverwalter dürfen weiterhin an der Umfage teilnehmen.

Thema:
Wachstum und Effizienz für die nächste Dekade

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Wealth Management in Switzerland and Liechtenstein 2025

Swiss Wealth Management Study

Download the latest flagship study, free of charge, on Swiss and Liechtenstein Wealth Management.

The most authoritative, data-driven overview of Switzerland’s and Liechtenstein’s dynamic Wealth Management industries and its leading banks.

Over 190 pages of insights based on publicly available data, including:

69 Swiss Private Banks
Benchmarks
Rankings
Bank Profiles
Boards of Directors
… and more

Excel Data

This study is a trove of insightful information on both long-standing and emerging issues around
Switzerland’s investment-advisory business.

Prof.Dr. Martin Janssen, Chairman, Ecofin Group

The best study on Swiss Private Banking I have ever read.

Habib Bank, Board Member

This is quite a comprehensive in-depth study taking criteria such as solid capitalisation into account.

Dreyfus, Board Member

The quality is impressive, and very interesting

Pictet, Managing Director

Very insightful, great research.

UBS Asset Management, Executive Director

I would like to thank you for the outstanding and important work on the Wealth Management study. You have created a highly valuable reference and benchmarking tool for stakeholders.

Privatbank Von Graffenried, CxO