This article was published in 2024 and shows the performance of wealth managers in 2023 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.
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. Our partner company firstfive AG, which we represent in Switzerland, manages these portfolios in its own wealth management software. The database enables unbiased and transparent comparisons. We supply the data annually to the Finance Magazine BILANZ, which award and profile the best wealth managers based on the data.
The BILANZ wealth manager rating is the only Swiss private banking rating that is based exclusively on measured data. In this rating we work without a jury, because there is no room for discretion, only the data count.
We award the ‘Wealth Manager of the Year’ title over four periods. This year’s winners are:
- 12 months: Zugerberg Finanz
- 24 months: Format Vermögen & Anlagen
- 36 months and 60 months: Tareno
Read the full BILANZ article on the best wealth managers in 2024 as pdf (in German).
Can we assist you in identifying the best wealth manager? We maintain a unique database of providers in the Swiss market and are happy to make it available to you. Visit our homepage, to find out more.
