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Best Wealth Managers 2025
23.04.2025Like 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.
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Find Best Wealth Manager Digitally
19.04.2024In 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…
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Best Wealth Managers 2024
02.04.2024We 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.
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Oliver Kuan joins FinGuide as Partner
06.02.2024Oliver Kuan joins FinGuide as a partner. He will take responsibility for client relations and corporate development. Oliver is a seasoned finance professional and entrepreneur with experience in Europe and Asia.
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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.
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Best Wealth Managers 2023
24.03.2023In 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.
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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.
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FinGuide on Toptierstartups.com
21.10.2022The international platform toptierstartups.com conducts interviews with founders of innovative startups. Matthias Hunn, founder of FinGuide, was asked for an interview. We found the questions interesting and hope that our readers will also like our answers. You can find the whole interview online here. Are you also interested in transparency and want to find out…
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Interview on tubetorial.com
26.06.2022The marketing platform tubetorial.com requested an interview with the founder of FinGuide, Matthias Hunn. The interview covers FinGuide’s customer acqusistion, what makes FinGuide special and how growth is financed. One major difference to other finance start-ups is certainly the organically financed growth: FinGuide is not about growing as quickly as possible, but about sustainable growth…
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Every year firstfive and BILANZ magazine select the best wealth managers in Switzerland. In contrast to other rankings, this is purely based on facts and figures. There is no room for biased reviews or good ratings for those who book an advertisement.
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Are Independent Wealth Managers a Good Idea?
27.02.2022It is well known what investment services banks offer. Therefore, in this article we have put together some information about why independent wealth managers could be interesting as partners for investing.
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FinGuide Quoted in BILANZ
20.11.2021An article on investments for risk-averse investors appeared in the November issue of BILANZ magazine. The article sheds light on the problem of negative interest rates and shows which investment options are available with limited risk. One of the experts consulted for the article is Matthias Hunn, founder and managing director of FinGuide. You can…
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10 Mistakes When Investing Your Money
29.10.2021All of a sudden the inheritance is here or you have your pension money paid out. Maybe you realize that at the end of most months there is some money left and the savings have summed up. This leads to the question: Investing or not? And if yes how to do it? Here’s a summary of the 10 most important mistakes you should definitely avoid.
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The Contempt for Private Banking Clients
13.10.2021On October 12, 2021, Quintet Private Bank announced the shutdown of business in Switzerland. But what happens with the clients who have decided to be a customer of this bank? Are they a will-less maneuvering mass of bank managers? Only when they let that happen!
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Credit Suisse: Will Clients Stay?
08.04.2021Credit Suisse has been unintentionally conducting an experiment with its clients for several years: How do clients react when their provider produces one debacle after another? The aim of this article is not to talk down the ailing Credit Suisse. Rather, the aim is to understand the perspective of its clients. “Chiasso-Scandal” Vs. Current…
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