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Overview

Contact

To discuss your sponsorship, please contact Dr. Christoph Künzle:
christoph.kunzle[at]outlook.com

Der erste “Industriegipfel” ausschliesslich für Schweizer Vermögensverwalter

Der erste Swiss Independent Wealth Summit vom Mittwoch, 18. März 2026, richtet sich an Eigentümer und Führungskräfte von unabhängigen Schweizer Vermögensverwaltern. Aufgrund unserer neuen Studie und exklusiven Befragung von unzähligen Vermögensverwaltern gehen wir einem signifikanten Industrie- und Medieninteresse aus.

Möglichkeiten des Sponsorings werden in Kürze hier aufgeschaltet (Stand: August 2025).

Join the Most Exclusive Platform in Swiss Wealth Management

The Swiss Wealth Management Summit has proven to be Switzerland’s most exclusive wealth management event, attended by Board members, C-level, and senior executives from top-tier global and Swiss wealth managers. No other event offers sponsors comparable access to such a high-profile audience.

The event is built around our flagship Swiss Wealth Management Study — widely read and universally accpeted as the most authoritative, data-driven research in the industry.

Key facts from the inaugural Swiss Wealth Management Summit (13 November 2024, Zurich):

115 top-level participants, including:
- 11 Board Members
- 36 CEOs, CFOs, and COOs
- 20 Managing Directors
- 48 Senior Executives, External Asset Managers, and Clients
Over 200 additional applicants were declined due to capacity constraints

The study and conference command strong industry attention, national and international media coverage, and deliver high-impact visibility for Sponsors:

Finews: “Impressionen von der ersten Swiss Private Banking Conference” (18 Nov 2024)
Finews: “Switzerland’s Best Private Bank in 2024” (14 Nov 2024)
CBH Bank: “CBH ranks #1 in study for second year in a row” (14 Nov 2024)

All our Sponsors receive industry exclusivity within their category. Our Platinum Sponsors receive a high-value Finews media package.

“Congratulations on the successful publication and the event. There was a lot of positive feedback.”

CxO, Swiss Banking Association

“Very insightful, great research.”

Executive Director, UBS Asset Management

A big thank you to you for the invitation and the very enriching evening. I had the opportunity to exchange on several subjects with very interesting people.

CxO, CBH

Congratulations on your work related to the study.

CxO, Privatbank Scobag

“I would like to sincerely thank you for the invitation to the Swiss Private Banking Conference and the interesting event at the Zunfthaus zur Meisen. It was a great pleasure for me.”

CxO, BZ Bank