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Wealth Management in Switzerland
07.12.2021Wealth management in Switzerland: Everything you always wanted to know about investing money in Switzerland but were afraid to ask… We have the answers to the most frequently asked questions about investing money for you on this page. Are you looking for the best wealth manager or the best private bank for your individual needs? We are happy to help.
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Best Wealth Managers 2025
23.04.2025Like 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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Find Best Wealth Manager Digitally
19.04.2024In 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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Best Wealth Managers 2024
02.04.2024We 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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Oliver Kuan joins FinGuide as Partner
06.02.2024Oliver Kuan joins FinGuide as a partner. He will take responsibility for client relations and corporate development. Oliver is a seasoned finance professional and entrepreneur with experience in Europe and Asia.
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Selling a company confronts entrepreneurs with a series of new questions. Am I ready for the sale? Is my company ready for it? Where and how do I find trustworthy buyers? What’s the realistic value of the company? And if the sale has gone through successfully there are more questions coming up, this time around the investment of the sales proceeds.
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Best Wealth Managers 2023
24.03.2023In 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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FinGuide on Toptierstartups.com
21.10.2022The 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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Interview on tubetorial.com
26.06.2022The 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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Are Independent Wealth Managers a Good Idea?
27.02.2022It 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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FinGuide Quoted in BILANZ
20.11.2021An 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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10 Mistakes When Investing Your Money
29.10.2021All of a sudden the inheritance is here or you have your pension money paid out. Maybe you realize that at the end of most months there is some money left and the savings have summed up. This leads to the question: Investing or not? And if yes how to do it? Here’s a summary of the 10 most important mistakes you should definitely avoid.
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The Contempt for Private Banking Clients
13.10.2021On October 12, 2021, Quintet Private Bank announced the shutdown of business in Switzerland. But what happens with the clients who have decided to be a customer of this bank? Are they a will-less maneuvering mass of bank managers? Only when they let that happen!
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Credit Suisse: Will Clients Stay?
08.04.2021Credit Suisse has been unintentionally conducting an experiment with its clients for several years: How do clients react when their provider produces one debacle after another? The aim of this article is not to talk down the ailing Credit Suisse. Rather, the aim is to understand the perspective of its clients. “Chiasso-Scandal” Vs. Current…
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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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Falcon Private Bank will surrender its banking license and cease its business activities. Negotiations on the sale of clients to a Swiss private bank are at an advanced stage, according to a press release dated 11 May 2020. We’ve seen it time and time again: Merrill Lynch sold some of its clients to Julius Baer,…
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FinGuide on finews first
18.10.2019Over 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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Guest Article in NZZ
12.09.2019The 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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Hidden Costs in Swiss Private Banking
03.07.2019In Swiss private banking, costs are not talked about and are certainly not publicized. Clients only receive more detailed information when they request for an initial consultation and explicitly ask about costs. But the “official” fees usually don’t include all the costs which reduces the customer’s net return. In this article, we will cover the…
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FinGuide in the NZZ
06.03.2019Today, 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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Interview on firstfive
25.01.2019We 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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What is the minimum amount that justifies splitting your investments between two or more providers? Here we discuss the topic with a few fundamental thoughts.
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Media Coverage on Partnership with firstfive
06.09.2018The partnership with the German company firstfive AG has been well received by the media. firstfive offers banks and independent wealth managers the opportunity to have their performances reviewed externally. This increases the credibility of the reported figures, especially returns, for potential new clients. firstfive and FinGuide go one step further: the returns of the…
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Performance Measurement with firstfive
05.09.2018FinGuide has entered into a partnership with the German company firstfive AG. firstfive offers banks and independent wealth managers the opportunity to externally verify and evaluate their performance.
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Costs or Return? Which Is More Important?
09.07.2018There is a trend towards more cost towards more cost awareness in Swiss private banking. Robo-advisors are challenging the incumbents with lower prices. As an independent expert, FinGuide has data on costs and returns. Here we discuss the impact of the two looking at a real-life example.
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How Much Does Private Banking Actually Cost?
31.05.2018We keep this article up to date. The last update is from the year 2023. Private banking providers are considered secretive and discreet. In fact, they are so secretive that it is almost impossible for non-customers to find out what private banking services cost. Banks that do not have their roots in private banking,…
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FinGuide Shakes-Up Private Banking
27.04.2018Bad providers will only disappear from the market if customers switch from bad to good providers. Moneycab.ch reports on the poorly performing market in Swiss private banking, which is due to a lack of transparency and a low willingness to switch. FinGuide wants to change this and supports private banking customers in their search for…
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Are You Satisfied With the Performance?
31.01.2018At the beginning of each year, we receive our portfolio statements, which show us how our investments have performed. Most of us take note of the values and leave it at that. But haven’t you ever wondered whether the returns you have achieved are really good? Whether and how you could have achieved a higher…
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Investing: What Should I Look Out For?
12.01.2018Have you already spent a lot of time trying to get a product such as a vacuum cleaner as cheaply as possible? If you are successful, you might save 50 francs through thorough research and be happy about it. Do you also make the same effort when investing money? And aren’t the amounts involved much…
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FinGuide in Top 100 Fintech Startup List
23.11.2017Fintech is short for financial technology and refers to companies or systems that use the latest technology to introduce innovative and improved solutions to the financial services market. In this sense, FinGuide can also be classified as a fintech company, as the algorithm-based matching of customer needs and provider characteristics is novel.
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Article About FinGuide On finews.ch
26.09.2017Today, finews.ch, the leading portal for the Swiss financial sector, reports on the launch of FinGuide: “Poor performance, too many changes of advisor, products that are too expensive and excessive bonuses for senior management – these are the annoyances facing bank clients today. A new portal comes to the rescue…” You can find the whole…
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Dissatisfied Clients in Private Banking
25.09.2017This article was published today on LinkedIn by Matthias Hunn, founder of FinGuide. Imagine you are a Swiss private banking client, but somehow your bank doesn’t really excite you. The advisors change frequently. When you read about your bank in the press, it’s usually negative. The performance doesn’t convince either … in short, you think…
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