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.
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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…
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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.
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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.
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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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The 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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The 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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It 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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An 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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“Finanz und Wirtschaft” interviews a representative of the Swiss economy in his favorite café. Today it was Matthias Hunn’s turn, the founder of FinGuide. The interview focuses on Swiss private banking, FinGuide’s offering, but also the motivation for founding the company. Read the full interview with Matthias Hunn on the Finanz und Wirtschaft website in German….
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Over the past 10 years, the online portal finews has established itself as a meeting place for the financial world and a trustworthy source of information. The “finews first” section was created in December 2015. Here, authors express their fundamental thoughts on the world of finance. Now the founder of FinGuide has also been invited…
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The founder of FinGuide was invited to write an article for the “Wealth Management” supplement of today’s NZZ. The article highlights the lack of transparency in Swiss private banking. Why are customers dissatisfied and want to switch providers? What information about private banking providers is publicly available? How do you make an informed decision about…
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Today, leading Swiss newspaper NZZ reports on the lack of transparency in private banking and the difficulties for investors who want to make an informed decision about which provider to choose. The author Michael Schäfer sums it up nicely: “Anyone who has accumulated a certain amount of wealth and simply entrusts it to their house…
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We have already pointed out on our website that FinGuide represents the controlling and ranking institute firstfive in Switzerland. firstfive checks the accuracy of reported returns or risk/return ratios and thus ensures that clients of the providers reviewed can rely on the reported figures. Banks and independent wealth managers who have their performance reviewed by…
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