What started as an informal exchange among prominent Swiss wealth management companies in 2013 was formalised in 2016 with the establishment of our Association.
The financial services sector, particularly wealth management, has long played a significant role in the Swiss economy. Thanks to their continuity and independence, wealth managers enjoy the trust of their valued clients.
Diversifying assets across different banks becomes even more critical to minimise risk as assets become broader. Therefore, diversification across banks is fundamental in asset preservation and management. Managing assets at different banks is a significant challenge and a core competency of a wealth manager.
Wealth managers primarily comprise former bank employees who have pursued an independent route to a working environment with more freedom.
The Alliance of Swiss Wealth Managers has a diverse membership base representing all parts of Switzerland. We organise events at various locations, including expert presentations on education, digitalisation, custodian banks, investments, and price synergies.
Additionally, our annual C-Level Summit provides a platform for strategic discussions. Membership fees are utilised for the events mentioned above and marketing activities. Notably, since 2022, we also organise the Custodian Bank Award, where the Swiss Wealth Managers evaluate the banks.
Independent wealth management companies managing at least one billion Swiss francs of client assets and conducting most of their business in Switzerland qualify to become members.
The membership application requires some information, which will be reviewed by the Board members below. This information is necessary so that the association can set the appropriate priorities.
New members are always welcome!