In today’s Neue Zürcher Zeitung (NZZ) author Mark Baer investigates transparency in the wealth management business. He introduces companies whose services increase transparency for clients. The companies profiled have different focuses:
- Performance Watchers for benchmarking one’s own portfolio against a large number of (anonymous) portfolios with similar risk.
- Zwei Wealth for people interested in wealth management and family office services.
- Moneypark for comparisons of wealth management costs (but only from providers who publish their prices, which is a small minority).
- FinFinder for people looking for a financial planner.
FinGuide is the only company that both systematically monitors the services of providers and reviews their performance figures. With our data and experience, we help our clients make an informed decision on the right wealth management solution.
You can find the full article in German here as a pdf file.
Are you interested in finding the best wealth management solution for you? We will be happy to help you, find out more on our homepage homepage.
