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.
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.
Interview on tubetorial.com
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 […]
The Best Wealth Managers in Switzerland in 2022
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.
Are Independent Wealth Managers a Good Idea?
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.
FinGuide Quoted in BILANZ
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 […]