Switzerland’s Leading
Wealth Platform

Switzerland’s Leading Wealth Platform

Quantitative Insights – Strategic Dialogue

Quantitative Insights – Strategic Dialogue

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Thema: Wachstum und Effizienz für die nächste Dekade

Update (13. Februar 2026): Hochkarätige Podiumsdiskussionen am Independent Wealth Manager Summit (18. März 2026)

Keynote Interview:

  • Jürg Furrer, CEO, Aquila

Diskussion der Studienergebnisse:

  • Patrick Cettier, Geschäftsführender Partner, Prio Partners
  • Alain Gallati, Head EAM German Speaking Switzerland, Pictet
  • Manuela Rupf-Diethelm, Managing Partner, Alpique Swiss Wealth Partners
  • Marcel Schällebaum, Gründer & Partner, Montvalor Partners
  • Patrick Stauber, CEO, Marcuard Heritage

Perspektive durch Markexperten:

  • Thomas Bossard, Partner, Stellar Executive Search
  • Carine Frick-Delaloye, Head Corporate & Business Development, Aquila
  • Vivien Jain, CEO, Verband Schweizerischer Vermögensverwalter (VSV)
  • Nikolett Venesz, Private Client Advisor, Henley & Partners

Moderation:

  • Claude Baumann, Founder, Finews
  • Chris Künzle, Founder & CEO, FIN21 AG

Gold Sponsoren

Henley & Partners
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Stellar

Silber Sponsoren

Invesco

Latest Articles

Latest Articles

Coming soon …

Wealth Management In Switzerland And Liechtenstein 2025

Flagship Study

Wealth Management in Switzerland and Liechtenstein 2025

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
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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
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Save The Date

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Gold Sponsors

Invesco
Stellar

Media Coverage

Media Coverage

Partners

Partners

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CFA Society Switzerland
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