Find a Swiss Wealth Manager

Since its establishment in 2016, the Alliance of Swiss Wealth Managers has rapidly emerged as a prominent player in the Swiss financial community.

Our members represent the leading wealth managers in Switzerland, highlighting our significance in the industry.

While our members have tailored their services to cater to specific client domiciles, our association strives to promote the expertise of our members transparently for the benefit of all interested parties.

Client Domiciles
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CompanyHead Office AddressWebsiteContacthf:categories
Belvédère Asset Management

Hauptstrasse 45
8750 Glarus

There could be restrictions that the chosen domicile is only served via the offices in Zurich or Pfäffikon/SZ.

https://www.belvedere-am.com

Giorgio Saraco

switzerland
INFIBA

Paulusgasse 12
4051 Basel

There could be restrictions that the chosen domicile is only served via the office in Zürich or Liechtenstein.

https://www.infiba.ch/

René Sidler

austria belgium croatia cyprus czech-republic denmark estonia finland france germany greece hungary ireland-republic italy latvia liechtenstein lithunia luxembourg malta netherlands norway poland portugal romania slovakia slovenia sweden switzerland united-kingdom
Prime Partners

Rue des Alpes 15
P.O. Box 1987
1211 Geneva 1
Switzerland

There could be restrictions that the chosen domicile is only served via the offices in Lausanne or Lisbon.

https://www.prime-partners.com/

Sébastien Capt

belgium brazil costa-rica cyprus greece hong-kong israel mexico panama portugal saudi-arabia south-africa switzerland taiwan united-arab-emirates united-kingdom
SG M&R

Place Longemalle 1
1204 Geneva
Switzerland

https://sg-mr.com

Raphaël Gaille

lebanon mexico saudi-arabia switzerland united-arab-emirates united-kingdom
Marcuard Heritage

Talstrasse 82
8001 Zurich

There could be restrictions that the chosen domicile is only served via the offices in Singapore, Cyprus or the affiliated partner in Lugano.

https://marcuardheritage.com

Patrick Stauber

chile cyprus denmark greece indonesia italy kazakhstan kuwait liechtenstein mexico norway peru portugal qatar saudi-arabia singapore spain sweden switzerland thailand turkey united-arab-emirates united-kingdom
Crossinvest

Corso Elvezia 33
6900 Lugano

There could be restrictions that the chosen domicile is only served via the offices in Locarno or Zurich.

https://www.crossinvest.ch/

Andrea Höing

germany italy luxembourg switzerland
Bedrock

4 Chemin des Vergers
1208 Geneva

There could be restrictions that the chosen domicile is only served via the offices in London or Monaco.

https://bedrockgroup.com/

Suzanne Gobet

brazil israel monaco switzerland turkey
Reuss Private

Wiesenstrasse 8
CH-8008 Zürich

There could be restrictions that the chosen domicile is only served via Winterthur or Lugano offices.

https://www.reussprivate.com/

Roman Neff

cyprus egypt germany kenya kuwait singapore south-africa united-arab-emirates united-kingdom
OLZ AG

Marktgasse 24
CH-3011 Bern
Switzerland

https://olz.ch

Veronika Hofmann

germany switzerland

Become a Member

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!

At least
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Billion