Access Our Award-Winning Wealth Management Studies

The 100 Most Influential Bankers in Switzerland 2026 – published 24 August
- Study Title: The 100 Most Influential Bankers in Switzerland
- Authors: Claude Baumann, Chris Künzle
- Published: 24 August 2026 – stay tuned
- Languages: English, German
- Summary: This new innovative study offers a unique view of the Swiss banking industry through detailed profiles, professional assessments and portrait photos of the leading personalities shaping the sector.
Independent Asset Managers in Switzerland 2026
- Study Title: Independent Asset Managers in Switzerland 2026
- Authors: Chris Künzle, Claude Baumann, Sarina Feldmann
- Published: April 2026
- Languages: English, German, French, Italian
- Summary: Based on 170 valid responses from Swiss independent asset managers, this 2026 study provides a fact-based view of a highly fragmented CHF 850 billion sector facing decisive questions around scale, succession, technology, profitability and consolidation.
Wealth Management in Switzerland and Liechtenstein 2025
- Study Title: Wealth Management in Switzerland and Liechtenstein 2025
- Authors: Chris Künzle, Claude Baumann, Sarina Feldmann
- Published: November 2025
- Languages: English
- Summary: Based on 69 Swiss and Liechtenstein wealth management banks, this 2025 study provides a data-driven view of a CHF 8.7 trillion industry, analysing market size, growth, profitability, efficiency, capital strength and the leading private banks across two AUM categories.
Wealth Management in Switzerland 2024
- Study Title: Wealth Management in Switzerland 2024
- Authors: Chris Künzle, Jonas Hefti
- Published: November 2024 (by ZHAW School of Management and Law)
- Languages: English
- Summary: Based on 66 Swiss wealth management banks, this 2024 study provides a data-driven view of a CHF 7.8 trillion industry shaped by UBS’s Credit Suisse integration, renewed net new money inflows, improving profitability, efficiency challenges and strong capitalisation.
Wealth Management in Switzerland – Edition 2
- Study Title: Wealth Management in Switzerland – Edition 2
- Authors: Chris Künzle, Jonas Hefti
- Published: March 2024 (by ZHAW School of Management and Law)
- Languages: English
- Summary: Based on 67 licensed Swiss wealth management banks and 2022 annual reports, this study maps a CHF 7.6 trillion industry under pressure from market turmoil and Credit Suisse outflows, ranking banks across profitability, efficiency, capital strength and growth.
Wealth Management in Switzerland – Edition 1
- Title: Wealth Management in Switzerland – Edition 1
- Authors: Chris Künzle, Jonas Hefti
- Published: September 2023 (by ZHAW School of Management and Law)
- Languages: English
- Summary: Based on 69 licensed Swiss wealth management banks and 2021 annual reports, this inaugural study establishes a data-driven benchmark of a CHF 9.2 trillion industry, analysing market structure, profitability, efficiency, capital strength, growth and board composition.





