Unique Selling Propositions in Private Banking
Successful companies are characterized by unique selling propositions or “USPs.” A USP refers to an offering that is unique in some way that is relevant to customers. Good USPs are difficult or impossible for competitors to imitate. They only have an impact if they can be communicated to potential customers in a clear and credible […]
Baumann & Cie new Partner on FinGuide Platform
We are pleased to announce our partnership with another private bank. Baumann & Cie has successfully passed the due diligence examination by FinGuide. What we particularly appreciate is the personal liability of the three partners. This ensures that the bank manages its capital responsibly, which benefits its clients. The bank was founded in 1920 and […]
BILANZ: Best Swiss Wealth Managers 2026
For many years, we have been collaborating with the magazine BILANZ to award the best Swiss wealth managers. Unlike typical rankings, subjective opinions have no place in our evaluation. We operate 100% based on data and analyze developments in actual customer portfolios. All transactions made within these portfolios, including purchases and sales, costs, interest, and […]
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.
Find Best Wealth Manager Digitally
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 Watcher for benchmarking one’s own portfolio against a large number of (anonymous) portfolios with similar risk. Zwei Wealth for people interested in wealth […]
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.
Oliver Kuan Joins FinGuide as Partner
Oliver Kuan joins FinGuide as Partner. He will take on responsibilities in customer service and the development of the company.
Selling a Company – How to Invest the Proceeds
Selling a company confronts entrepreneurs with a series of new questions. Am I ready for the sale? Is my company ready for it? Where and how do I find trustworthy buyers? What’s the realistic value of the company? And if the sale has gone through successfully there are more questions coming up, this time around the investment of the sales proceeds.
Best Wealth Managers 2023
In collaboration with the finance magazine BILANZ we award the best Swiss wealth managers every year. The awards are based on the measured Sharpe ratio: this key figure reflects the risk/return ratio of investment strategies. Find out whose performance in 2022 was rated best.
Find the Right Wealth Manager With an Algorithm
In today’s Tages-Anzeiger, a supplement dives deeper into the topic ‘Future of Finance and Investments’. FinGuide was asked to contribute an article. We decided to address one of our core topics: ‘Find the right wealth manager with an algorithm’. We shed light on the possibilities and limitations of using an algorithm in an opaque market with limited data.