The Alliance of Swiss Wealth Managers is the leading Association of Independent Wealth Managers, collectively shaping our industry through collaboration and knowledge sharing to excel for our clients independently. What started as an informal exchange among prominent Swiss wealth management companies in 2013 was formalised in 2016 with the establishment of our Association.
Today, we proudly represent some of the largest wealth managers in Switzerland, who each independently manage at least one billion Swiss Francs in client assets. Over the years, our alliance has grown, and our members now represent over 100 billion Swiss Francs in client assets.
The Alliance of Swiss Wealth Managers enables its members to shape the industry narrative through a combination of shared experience, collaboration and building best practices on a regional and national level. Through this collaborative approach, our wealth managers seek to mutually reinforce each other with new and innovative ideas and solutions.
The association is engaged in various work areas focusing on exchange – sharing of ideas among leading wealth managers, fostering increased professionalism, development and opportunity.
To this end, we organise numerous events featuring industry specialists, culminating in our annual strategy conference. Such collaborative efforts have already led to exciting partnerships and business mergers, resulting in tangible benefits for clients who choose our members as their independent wealth managers.
The Alliance of Swiss Wealth Managers Board comprises experienced representatives from some of the largest Swiss wealth managers. To ensure diversity and dynamism, the Board undergoes regular renewal, and all members actively participate in the association’s program through regular meetings.
Board Members volunteer their time, and membership fees are primarily utilised for events across Switzerland.
Capital Y
swisspartners Group
1875 Finance
Reuss Private Group
NS Partners
Tramondo Investment Partners
Tareno AG
Avalor Investment AG
LFG Holding SA
CdR Capital
Copernicus Wealth Management
Prime Partners
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!
