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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.

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

 

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.

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