Alliance of Swiss Wealth Managers

About Us

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

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.

Why

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

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

Regulatory Issues

Information Technology

Products

Custody Banks

ALLIANCE OF SWISS WEALTH MANAGERS NETWORKING PLATFORM
Event Calendar

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.

MEMBER FACTS

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Independent
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Members
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Billion in Client Assets
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Employees

MEMBERS

1875 Finance SA
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIEZÜRICHZURICHZURICHZURIGO
1875 Finance SA
Aquila AG
ALTOPIANO BERNESECENTRAL ESPACEGENFERSEEGINEVRA E DINTORNIITALIAN PART OF SWITZERLANDLAKE GENEVAMIDLANDMITTELLANDNORD OCCIDENTALENORDWESTSCHWEIZNORTHWESTERN SWITZERLANDPLATEAU SUISSESUISSE CENTRALESUISSE DU NORD-OUESTSUISSE ITALIENNESUISSE ROMANDIESVIZZERA CENTRALESVIZZERA ITALIANATESSINZENTRALSCHWEIZZÜRICHZURICHZURICHZURIGO
Aquila AG
Asset Management Partners AG
CENTRAL ESPACESUISSE CENTRALESVIZZERA CENTRALEZENTRALSCHWEIZ
Asset Management Partners AG
Avalor Investment AG
ZÜRICHZURICHZURICHZURIGO
Avalor Investment AG
BHA Partners AG
ZÜRICHZURICHZURICHZURIGO
BHA Partners AG
Citadel Finance SA
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIE
Citadel Finance SA
Colin & Cie. Schweiz AG
ALTOPIANO BERNESECENTRAL ESPACEITALIAN PART OF SWITZERLANDMIDLANDMITTELLANDPLATEAU SUISSESUISSE CENTRALESUISSE ITALIENNESVIZZERA CENTRALESVIZZERA ITALIANATESSINZENTRALSCHWEIZZÜRICHZURICHZURICHZURIGO
Colin & Cie. Schweiz AG
Colombo Wealth Management SA
ITALIAN PART OF SWITZERLANDSUISSE ITALIENNESVIZZERA ITALIANATESSIN
Colombo Wealth Management SA
Copernicus Asset Management SA
ITALIAN PART OF SWITZERLANDSUISSE ITALIENNESVIZZERA ITALIANATESSIN
Copernicus Asset Management SA
Crossinvest SA
ITALIAN PART OF SWITZERLANDSUISSE ITALIENNESVIZZERA ITALIANATESSINZÜRICHZURICHZURICHZURIGO
Crossinvest SA
DECALIA Asset Management SA
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIE
DECALIA Asset Management SA
Finaport AG
ZÜRICHZURICHZURICHZURIGO
Finaport AG
Finad AG
ZÜRICHZURICHZURICHZURIGO
Finad AG
Forum Finance Group
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIE
Forum Finance Group
Flossbach von Storch AG
ZÜRICHZURICHZURICHZURIGO
Flossbach von Storch AG
Helvetic Trust AG
ALTOPIANO BERNESEGENFERSEEGINEVRA E DINTORNILAKE GENEVAMIDLANDMITTELLANDPLATEAU SUISSESUISSE ROMANDIEZÜRICHZURICHZURICHZURIGO
Helvetic Trust AG
INFIBA Vermögensverwaltungs AG
NORD OCCIDENTALENORDWESTSCHWEIZNORTHWESTERN SWITZERLANDSUISSE DU NORD-OUEST
INFIBA Vermögensverwaltungs AG
Kraemer, Schwab & Co. AG
CENTRAL ESPACESUISSE CENTRALESVIZZERA CENTRALEZENTRALSCHWEIZ
Kraemer, Schwab & Co. AG
Marcuard Heritage AG
GENFERSEEGINEVRA E DINTORNIITALIAN PART OF SWITZERLANDLAKE GENEVASUISSE ITALIENNESUISSE ROMANDIESVIZZERA ITALIANATESSINZÜRICHZURICHZURICHZURIGO
Marcuard Heritage AG
Nahmani Grunder & Cie AG
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIEZÜRICHZURICHZURICHZURIGO
Nahmani Grunder & Cie AG
Notz, Stucki & Cie SA
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIEZÜRICHZURICHZURICHZURIGO
Notz, Stucki & Cie SA
OLZ AG
ALTOPIANO BERNESEMIDLANDMITTELLANDPLATEAU SUISSEZÜRICHZURICHZURICHZURIGO
OLZ AG
Pentagram Wealth Management SA
GENFERSEEGINEVRA E DINTORNIITALIAN PART OF SWITZERLANDLAKE GENEVASUISSE ITALIENNESUISSE ROMANDIESVIZZERA ITALIANATESSIN
Pentagram Wealth Management SA
Pleion
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIE
Pleion
Reuss Private AG
ALTOPIANO BERNESEMIDLANDMITTELLANDPLATEAU SUISSEZÜRICHZURICHZURICHZURIGO
Reuss Private AG
Sound Capital AG
ZÜRICHZURICHZURICHZURIGO
Sound Capital AG
Swisspartners AG
GENFERSEEGINEVRA E DINTORNILAKE GENEVASUISSE ROMANDIEZÜRICHZURICHZURICHZURIGO
Swisspartners AG
Tareno AG
NORD OCCIDENTALENORDWESTSCHWEIZNORTHWESTERN SWITZERLANDSUISSE DU NORD-OUESTZÜRICHZURICHZURICHZURIGO
Tareno AG
Valeur Fiduciaria SA
ITALIAN PART OF SWITZERLANDSUISSE ITALIENNESVIZZERA ITALIANATESSIN
Valeur Fiduciaria SA
Weibel Hess & Partner AG
CENTRAL ESPACESUISSE CENTRALESVIZZERA CENTRALEZENTRALSCHWEIZ
Weibel Hess & Partner AG
Zugerberg Finanz AG
CENTRAL ESPACESUISSE CENTRALESVIZZERA CENTRALEZENTRALSCHWEIZ
Zugerberg Finanz AG

EXECUTIVES

Kristian Bader

PRESIDENT

Amaury Jordan

VICE-PRESIDENT

Markus Angst

DIRECTOR

Xavier Guillon

DIRECTOR

Andrea Höing

DIRECTOR

Patrick Stauber

DIRECTOR

Anthony Cagiati

STRATEGY

Mirjam Schnepf

OPERATIONS & ADMINISTRATION

LINKEDIN NEWS FEED

Contact

Alliance of Swiss Wealth Managers
P.O. Box 2822
CH-8022 Zurich
welcome@asv-aswm.ch
www.asv-aswm.ch