• Clear positioning: We work with private banks and independent wealth managers whose offering stands relative to the average provider in one or several dimensions.
• Above-average returns over several years in several risk classes: We compare your net returns with a benchmark consisting of the average returns of asset management funds from UBS, CS and Swisscanto. You must outperform this by 60% (basis risk class per calendar year).
• Certified performance: You are prepared to have your returns reviewed by the independent specialist firstfive You receive detailed quarterly analyses from firstfive that compare your performance with other providers on an anonymous basis. The best providers certified by firstfive appear once a year in a detailed feature in the BILANZ. magazine.
• Fairness: FinGuide customers do not want advisors who sells them their own products in order to improve their bonus. If own products are used, they must either be institutional tranches or no management or advisory fee may be charged on the amount invested in own products.

• FinGuide maintains an extensive database with information about the providers. They must therefore be prepared to provide FinGuide with the requested data. This saves you time and resources in the customer acquisition process: you will only be involved in the process if you are one of the two top providers after FinGuide’s consultation with the customer.
• As FinGuide customers visit two providers in person, the probability of closing a deal is generally 50%.
• Once customers have decided in your favor, you take over the customer relationship.
• FinGuide asks customers about their satisfaction at different times. Customer satisfaction is included in the database.

If you have any questions or are interested in working with us, please contact us. We are currently particularly interested in top providers in the Bern and Basel area.