The Alliance of Swiss Wealth Managers has diverse members representing all parts of Switzerland.
The association regularly organizes events in various locations, allowing members to exchange ideas and knowledge with their peers. These events cover different topics, from investment strategies to industry trends and emerging technologies.
With its extensive network of members and commitment to professional excellence, the Alliance of Swiss Wealth Managers is a valuable resource for independent wealth management companies in Switzerland.
The Alliance of Swiss Wealth Managers has grown rapidly since its founding, and, as a result, its members represent the main Swiss financial centres. Accordingly, the association plays a vital role in the Swiss financial community.
Over the years, our members have focused on particular client domiciles and offer tailored services. However, the association makes the expertise of its members transparent for the guidance of all interested parties.
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!