FinGuide Identifies the Best Banks and Wealth Managers for You

There are 235 banks and around 1,600 independent wealth managers in Switzerland. Only the best of them make it onto the FinGuide platform. They must undergo a multi-stage selection process: We analyze the returns achieved in various risk classes over several years, the costs and the fairness of the business conduct. For example, providers who increase their margins by actively selling their own products are excluded. FinGuide customers can therefore be assured that their future wealth managers have no conflicts of interest and will advise them in their best interests.

Which of these providers is best suited to your needs?

Globalance Bank is an owner-managed young private bank focussing on the impact of its clients' investments. The bank's founders have built up an excellent reputation in the Swiss financial industry as pioneers of sustainable investing. The consistently high quality of client advice has received multiple recognitions, most recently in 2023 as the overall winner of the rating of private banking by Bilanz magazine.

Helvetische Bank was founded in 2011. Its offering is focused on Swiss customers, primarily entrepreneurs. Their investment philosophy is based on traditional Swiss values. Advice and wealth management are provided completely independently without any own products. The majority of the share capital, half of which in gold, is held by its founders, the Board of Directors and employees.

Maerki Baumann & Co. AG is a family-owned private bank that was founded in 1932 and is not listed on the stock exchange. Great importance is attached to independence, security and transparency. With its modular investment solution and its innovative crypto offering, the private bank emphasizes its claim to combine the tried and tested with the new. BILANZ has named Maerki Baumann the best private bank in Switzerland multiple times.

The roots of Rahn+Bodmer Co. go back to 1750, making it the oldest private bank in Zurich. The bank is still owned by three owner families who are actively involved and the partners have unlimited personal liability. This structure allows the bank to act independently and quickly, while always keeping a long-term horizon in mind. Individualized wealth management is at the center of their offering.

Reichmuth & Co. is a young, independent family business with traditional values and locations in Lucerne, Zurich and St. Gallen. At Reichmuth & Co., the partners still have unlimited liability with their private assets. The bank attaches great importance to providing holistic advice to clients: Even assets that are not held in custody at Reichmuth & Co. are taken into account when providing individualised advice.

FERI (Schweiz) AG combines local expertise on Swiss equities and bonds with leading international capital market research. As a subsidiary of the German FERI Group, FERI (Schweiz) AG leverages the Group’s research findings on the global financial markets and sustainable investments. Through the acquisition of Swiss Limmat Wealth, further hedge fund expertise was added.

Forma Futura was founded in 2006 and is still managed by founding partners today. Values are just as important to the company as returns. Through the investment of their customer funds, Forma Futura endeavours to maintain the quality of life sustainably, i.e. also for future generations. Its performance to date proves that sustainability and good returns are not mutually exclusive.

Founded in 2012, the asset manager Trail Consulting was renamed Format Vermögen & Anlagen AG in 2020. Format has offices in Widnau (SG), Zurich, Basel and Lucerne. The owner-managed company specializes in investments in Swiss equities and international bonds. The strategies of the CEO and investment manager have received various awards for their outstanding returns and Sharpe ratios.

Lakefield Partners is an independent wealth manager based in Zurich. The owner-managed company manages assets dynamically and exploits opportunities rigorously. Its outstanding performance - particularly on a risk adjusted basis - has been confirmed several times in the independent rankings of firstfive and BILANZ, and again in 2023 in several risk categories and time periods.

OLZ AG is an independent wealth manager with offices in Berne and Zurich. OLZ translates scientific findings into investment strategies. The focus is on systematic and risk-based portfolio optimisation, taking sustainability into account. Investment decisions are not based on market assessments, but are data and rules driven. The execution is cost-efficient with OLZ investment funds

Portas Capital in Dietikon and Zurich was founded in 2008. The owner-managed company serves pension funds, wealthy families and private clients. Prominent experts provide their expertise to achieve top results for clients. In the wealth manager ranking by firstfive and BILANZ, Portas Capital achieved second place in the conservative investment strategies category in 2023.

Premium Strategy Partners is an independent wealth manager founded in Zurich in 2003. Short decision-making channels enable very agile wealth management. The risk/return ratio is continuously optimized through the use of options. The performance achieved for clients speaks for itself: for several years, the company has consistently achieved top rankings in the BILANZ/firstfive asset manager test.

Zugerberg Finanz AG is an owner-managed wealth manager in Zug with a sizeable research team. Own funds are invested in the same way as client funds. The investment committee is competent and high caliber. Zugerberg Finanz has its performance reviewed externally and has achieved various top positions in the rankings of firstfive and BILANZ.

Everon AG is a young Swiss fintech based in Zurich with the aim of making high-quality wealth management digitally easily accessible. Unlike robo-advisors, Everon's assets are actively managed by experts. In addition to the app, Everon customers also have access to a personal advisor. Everon has excelled in the firstfive/BILANZ 2022 rankings with excellent returns.

firstfive AG is a German company that verifies and evaluates the performance of wealth management providers in several countries. Banks and independent wealth managers can compare their returns and the risk they take with other providers. The external control of risks and returns increases the credibility of the key figures reported to potential clients.

Once a year, the performances of the participating wealth managers are published exclusively in the Swiss finance magazine "BILANZ". FinGuide and firstfive agreed on a partnership for the Swiss market in summer 2018. FinGuide is firstfive’s local contact for interested Swiss banks and independent wealth managers. Providers with very good performances also have the opportunity to become FinGuide partners and thus acquire new customers whose needs closely match their own offering.

The performances and risk/return ratios (Sharpe ratios) achieved by the five best participating providers over 12, 24, 36 and 60 months are shown here on a quarterly basis.

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FinGuide Identifies the Best Banks and Wealth Managers for You

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