Alliance of Swiss Wealth Managers

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About Us

Founded in 2016, the Alliance of Swiss Wealth Managers is a networking platform for larger wealth managers in Switzerland.

Why

Wealth managers are significant players in the Swiss financial services industry and are faced with similar challenges as the banks.

Goal

The Alliance of Swiss Wealth Managers facilitates a regular exchange of experience and know-how amongst its members and thus seeks to strengthen their position in a demanding environment.

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MEMBER FACTS

100

Independent

28

Members

78

Billion in Client Assets

905

Employees

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Topics

Within the scope of the network activities of the Alliance of Swiss Wealth Managers we will focus our discussions around a number of distinct topics:

Infrastructure

Investment Ideas

Products

Regulatory Issues

Information Technology

Custody Banks

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ALLIANCE OF SWISS WEALTH MANAGERS NETWORKING PLATFORM

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WEALTH MANAGERS

The financial services sector in general and the wealth management business in particular have traditionally enjoyed a place of importance in the Swiss economy. Thanks to their independence and continuity they are able to ensure in their relationships with clients, wealth managers enjoy the confidence of their customers.

The more extensive a client’s assets, the more important it is to minimise additional risk through diversification over a number of custody banks and jurisdictions. Diversification is one of the most important principles for the preservation of assets.

However, managing client wealth across various banks in different countries is a major challenge and is one of the core competencies of an independent wealth manager. In accordance with the agreed risk profile, investment horizon and the desired investment objective of the customer, the asset wealth manager invests for the client with national and international banks and reports on a regular basis.

Employees of wealth managers are often former bank employees who have sought more independence in their decision making and more freedom in their working environment.

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MEMBERS

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Member Login

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BOARD

Felix Brem
Felix Brem

Felix Brem

President
Amaury Jordan
Amaury Jordan

Amaury Jordan

Vice-President
Markus Angst
Markus Angst

Markus Angst

Director
Kristian Bader
Kristian Bader

Kristian Bader

Director
Anthony Cagiati
Anthony Cagiati

Anthony Cagiati

Director
Patrick Stauber
Patrick Stauber

Patrick Stauber

Director
Felix Brem

Felix Brem

President
Amaury Jordan

Amaury Jordan

Vice-President
Markus Angst

Markus Angst

Director
Kristian Bader

Kristian Bader

Director
Anthony Cagiati

Anthony Cagiati

Director
Patrick Stauber

Patrick Stauber

Director

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