I WANT THE BEST WEALTH MANAGER!

Make fact-based decisions.

WEALTH MANAGEMENT THAT DESERVES YOUR TRUST!

FinGuide examines providers for you.

WE MAKE IT EASY FOR YOU!

Transparent. Simple. Free of charge.

WEALTH MANAGERS WHO WORK FOR YOUR GOALS!

No hidden costs.

Find the Best Swiss Wealth Managers with FinGuide.

With FinGuide, you can find your best Swiss private bank or best independent wealth manager through a simple and free of charge process. We compare fees and performances of wealth managers and banks. Our proven approach is tailored to your individual needs and many satisfied clients over the past years are testament to this. We shake up Swiss private banking by creating transparency and a sound basis for decision-making. FinGuide is committed solely to the client's interests. We work independently and provide neutral advice. It makes no financial difference to us which provider you choose. The minimum investable assets required for our service are CHF 500,000.

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Avoid Providers with ...

  • insufficient performance
  • high (hidden) costs
  • product sales instead of best advice
  • excessive bonuses
  • frequent change of advisors

Choose a Wealth Manager with ...

  • financial outperformance
  • transparent costs
  • investment advice instead of product sales
  • fair business practices
  • time for clients

Four Steps to Finding Your Ideal Provider

 

Understanding your needs

  • Online
  • 5-10 Minutes

 

 

Discussion of the results

 

 

Meeting with the top two

  • Getting to know the wealth managers
  • 2 x 1 hour

 

 

Decision

  • Support from FinGuide
  • Case-by-case

 

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Free of Charge? What's the Catch?

Many free services on the Internet have raised awareness that users of these services possibly pay through the collection of their data. How does FinGuide work?
FinGuide is paid by the provider that the customer chooses. FinGuide's compensation is exactly the same from all providers. Therefore, FinGuide has no conflict of interest and our advice is always unbiased and independent.
FinGuide is remunerated only if we generate added value for our clients. If the providers suggested by FinGuide are not satisfactory to your liking, we do not get paid. We therefore have a strong incentive to work with only the best private banks and independent wealth managers.
The data collected is used for one purpose only: To find the best wealth manager for you.

Who Are Our Customers?

  • Employees who are retiring and like to invest their pension funds.
  • Entrepreneurs who sell their company.
  • Heirs who want to invest their inheritance (in a better way).
  • Investors who are not satisfied with the services or performance of their current wealth manager or bank.
  • Banking clients who have not invested their wealth so far.
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Knowledge

The Most Important Resources for Your Wealth

  •

    Wealth Management in Switzerland

    Wealth management in Switzerland: Everything you always wanted to know about investing money in Switzerland but were afraid to ask… We have the answers to the most frequently asked questions about investing money for you on this page. Are you looking for the best wealth manager or the best private bank for your individual needs? We are happy to help.

    Learn More...

  • Medaillen

    Best Wealth Managers 2025

    Like every year we crowned the best Swiss wealth managers in cooperation with BILANZ magazine based on performances and risks. In this comparison, there is no place for opinions or subjective appreciation, only objective data counts. All performances have been achieved exactly as shown for specific customers.

    Learn More...

  • Best wealth managers 2024

    Best Wealth Managers 2024

    We have once again searched for the best wealth managers in Switzerland in 2024. The results are based on performance data and Sharpe ratios over the last five years. All figures are derived from specific client portfolios that have been monitored over several years. Find out who we awarded.

    Learn More...

FinGuide in the Media (Articles in German)