Switzerland’s Leading
Wealth Platform

Finews berichtete: die Teilnahme an unserer landesweiten Umfrage mit über 1’300 FINMA-lizenzierten Vermögensverwaltern war ausserordentlich hoch.
Die neue Studie wird am Independent Wealth Manager Summit vom 18. März 2026 exklusiv vorgestellt.

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Wealth Management In Switzerland And Liechtenstein 2025

Flagship 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

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

I was very impressed to read the results of your Wealth Management in Switzerland Study.

Banque Cantonale Vaudoise, Strategy Manager

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