Industry Leaders to Headline NextGen Summit

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Martha Boeckenfeld, Gabriela Maria Payer and Andreas Feller in a fireside chat conversation moderated by Claude Baumann.

NextGen preferences and mobility
How future clients manage wealth.

The ideal bank and the CEO agenda
Where bank leaders should act.

Download Switzerland’s Leading Private Banking Study

70 Private Banks. CHF 9.7 Trillion in Assets
A detailed analysis of wealth management in Switzerland and Liechtenstein.

Five Categories. Rankings by the Numbers
Winners determined by quantitative KPIs. No jury. No subjective judgment.

70 Bank Fact Sheets. 12 KPIs Each
Comparable profiles based exclusively on published data.

Join Us at the Lugano Finance Forum: The Future of Swiss Wealth Management

Results, trends and an industry outlook from our new flagship study Wealth Management in Switzerland 2026

Exlusive insights from our NextGen research – comparing results from Switzerland and Singapore

Practical insights for Swiss private bankers

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Swiss Wealth Leaders in the Spotlight – Weltwoche Features Wealth Management Summit 2026

200 Leaders. 10 Awards. One Room
Switzerland’s most senior private bankers convened in Zurich – featured in «Weltwoche» (payment wall)

Dreyfus and Itaú Best Private Banks
Their CEOs personally accepted the awards, based on quantitative KPIs.

Roger Köppel on Swiss Banking
A thought-provoking keynote on the success of Switzerland’s private banks.

Jetzt an landesweiter Umfrage teilnehmen: Exklusiv für Schweizer Vermögensverwalter

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Keynote und Podium
Keynote-Interview und Diskussion mit führenden Branchenvertretern.

Neue Studienergebnisse
Aktuelle Zahlen und Erkenntnisse zur Schweizer Vermögensverwaltung.

Networking und Austausch
Persönliche Gespräche mit Schweizer Vermögensverwaltern.