This article was published in March 2023 and shows the performance of wealth managers in 2022 and before. In the meantime, the article on Best Wealth Managers 2025 has been published, in which the performance up to and including 2024 is discussed.
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. The awards for 2023 take into account the performance of wealth managers in 2022 and previous years.
The German company firstfive, which is represented in Switzerland by FinGuide, specializes in performance controlling. firstfive tracks existing client portfolios of Swiss wealth managers in parallel on its own system. All transactions carried out by the wealth managers are also booked with firstfive. This creates the only data basis that enables one hundred per cent unbiased performance comparisons. All performances shown are net, i.e. all costs have already been deducted.
The ‘Wealth Manager of the Year’ award is presented to the providers who have achieved the highest Sharpe ratios in three of the four risk classes.
Which were the best providers? Find the answer in the article on the best wealth managers 2023 (in German) in the March 2023 issue of BILANZ.
If you are interested, we also recommend our comprehensive information on investing money in Switzerland. You can find out more about how FinGuide can help you identify the right wealth manager for you on our homepage.
