Like every year we crowned the best Swiss wealth managers in cooperation with BILANZ magazine based on performances and risks. Our performance comparison is based on data of specific customers portfolios and includes all transactions made (buying, selling, dividends, costs etc). All performances have been achieved exactly like shown and all costs are already subtracted. In this comparison, there is no place for opinions or subjective appreciation, only objective data counts.
German company firstfive is responsible for aggregating and processing the underlying data. FinGuide represents firstfive in Switzerland.
We think performances and costs are critical factors when choosing a bank or wealth manager. But there is more to be considered. For exaple:
- How transparent are prices? Is there a performance fee?
- Does a bank or independent wealth manager like customers with my investable assets or do they specialize in larger customers?
- Will I get the advice (e.g. pension planning or inheritance planning) that I am looking for?
- How many customers is an advisor responsible for and will she/he have enough time for me?
- Are there sustainable investments strategies?
- How much capital does a bank have or which banks does an independent wealth manager work with?
We will gladly support you in the comprehensive choice of your best wealth management solution. We are independent and our service is free of charge. Please find more information on our Homepage.
Here’s the link to the article in BILANZ 3/2025 (in German).
