2022-2024 Excel Data

Description

The Most Comprehensive Public Dataset on Swiss Private Banks:
Your Shortcut to Unmatched Market Intelligence

Unlock the most authoritative and complete dataset on Swiss private banks, meticulously compiled from publicly available sources. This professional-grade Excel database offers strategic insights at your fingertips – saving you weeks of manual research and data consolidation.

Whether you’re a senior executive in strategy, business development, consulting, finance, compliance, or investor relations, this resource empowers you to benchmark performance, assess market positioning, or prepare board- and C-level reports with confidence and precision.

What’s Included?

This exclusive dataset contains detailed information across the following variables for each bank – based on their Annual Reports 2023, 2022, 2021. This is exactly the data we have used in our studies – every figure in the studies comes from this comprehensive Excel file.

2022: 69 Swiss private banks
2023: 67 Swiss private banks
2024: 66 Swiss private banks

• Name
• Short Name
• Bank Type
• Headquarter
• AUM (excl. double counting)
• AUM Average
• Net New Money (NNM)
• CET1 Ratio
• Leverage Ratio
• Liquidity Coverage Ratio (Q4)
• FTE
• FTE Average
• Profit
• Total Assets
• Total Equity
• Commission Income from Securities Trading and Investment Activities
• Personnel Expenses / Salaries
• Operating Result
• Operating Expenses
• Operating Income
• Value Adjustments on Participations and Depreciation
• Changes in Provisions and Other Adjustments
• Operating Expenses (Adjusted)
• Operating Income (Adjusted)
• Cost-Income Ratio (Adjusted)
• Return on Total Assets
• Return on AUM (Average)
• Return on Equity
• NNM / AUM
• Operating Income (Adjusted) per FTE
• Personnel Expenses per FTE
• NNM per FTE
• AUM per FTE
• AUM Growth
• Number of Board Members
• Number of Female Board Members
• Female Representation (%)

Each data point has been validated, structured, and presented in a format that facilitates strategic comparison across institutions. This is the go-to reference for anyone looking to understand the landscape of Swiss private banking with unparalleled depth and efficiency.

Format: Microsoft Excel (.xlsx), fully editable
Delivery: Instant download upon purchase

Elevate your decision-making—access the Swiss private banking sector like never before.