WealthSummit Asia Launch

  • Official launch at Latteria Mozarella Bar in Singapore on 9 April 2026
  • Co-hosted by Claude Baumann and Christoph Künzle
  • Conversation with Nirbhay Handa, CEO of Multipolitan
  • Networking reception and apéro riche

Next Event

Wealth_Management_Summit_2026
  • Exclusive keynote interview
  • Key findings from new flagship study
  • Prestigious awards ceremony
  • Senior-level panel discussions
  • High-calibre networking
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Strongest_Growing_Private_Bank_2026_Award
Most_Prosperous_Private_Bank_2026_Award
Most_Efficient_Private_Bank_2026_Award
Best_Capitalized_Private_Bank_2026_Award

Sponsors:

Invesco
Stellar
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Insights – Deutsch

Selected Banking & Regulatory Headlines

Independent Asset Managers in Switzerland 2026

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Download the study in four languages:

Media Coverage:

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Special thanks to Dr. Christoph Künzle for his outstanding contribution in producing this comprehensive, data-driven analysis, which sheds light on the dynamic transformation of our industry.

Pictet Group

Die Studie bietet differenzierte und fundierte Einblicke in die aktuellen Entwicklungen im Markt und ist absolut empfehlenswert.

Marcuard Heritage, Group CEO

Es war ein Privileg, zu dieser wichtigen Forschung beizutragen und gemeinsam mit Branchenführern und Innovatoren Einblicke zu teilen.

Pictet Asset Services, Head Deutschschweiz

Spannende Einblicke in die aktuelle Lage der unabhängigen Vermögensverwalter in der Schweiz. Die neue Studie bestätigt: Unsere Branche befindet sich im Wandel.

DCP Client Partner, CEO

Wir sind sehr dankbar, dass ihr das Profil unserer Branche hervorhebt. Eure Studie ist ein must read!

Prio Partners, Geschäftsführender Partner

Very insightful, congrats! It’s very helpful for our business.

Aurea Global Investments, Founding Partner

Wealth Management in Switzerland and Liechtenstein 2025

Wealth Management in Switzerland and Liechtenstein 2025

Download the most authoritative, data-driven study on Swiss and Liechtenstein wealth management.

Media Coverage:

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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.

Ecofin, Chairman

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 study.

BCV, 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

Save the Date

Independent_Wealth_Manager_Summit_2027
  • Exklusive Konferenz für Schweizer Vermögensverwalter
  • Keynote-Interview geführt von Claude Baumann
  • Ergebnisse unserer nächsten Studie, basierend auf landesweiter Umfrage
  • Hochkarätige Podiumsdiskussionen
  • Networking und offener Austausch