{"id":6087,"date":"2026-02-04T05:12:45","date_gmt":"2026-02-04T04:12:45","guid":{"rendered":"https:\/\/finguide.d4dcloud.com\/partner\/"},"modified":"2026-11-03T17:30:22","modified_gmt":"2026-11-03T16:30:22","slug":"partners","status":"publish","type":"page","link":"https:\/\/www.finguide.ch\/en\/partners\/","title":{"rendered":"Our Partners"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6087\" class=\"elementor elementor-6087 elementor-2128\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3828e15 e-flex e-con-boxed e-con e-parent\" data-id=\"3828e15\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-80fbd0c elementor-widget elementor-widget-heading\" data-id=\"80fbd0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Verified Banks and Independent Wealth Managers<\/span>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-95fc93a elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-heading\" data-id=\"95fc93a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">FinGuide Identifies the Best Banks and Wealth Managers for You\n<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c11b02d elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"c11b02d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>There are about 200 banks and 1,300 independent wealth managers in Switzerland. Only the best among them make it to the FinGuide platform. They undergo a multi-step selection process: We analyze the returns achieved in various risk categories over several years, the costs, and the fairness of their business practices. Providers who increase their margins by actively selling their own products are excluded. Clients of FinGuide can therefore be assured that their future advisor has no conflicts of interest and will advise them solely in their best interest.<\/p><p>Which of these providers best suits your needs?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b46dec3 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"b46dec3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NjAzNywidG9nZ2xlIjpmYWxzZX0%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start selection process<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8fb2d16 e-flex e-con-boxed e-con e-parent\" data-id=\"8fb2d16\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-577e737 elementor-widget-divider--view-line_icon elementor-view-default elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"577e737\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon elementor-divider__element\">\n\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"221.583px\" height=\"219.75px\" viewBox=\"0 0 221.583 219.75\" xml:space=\"preserve\"><g>\t<g>\t\t<polygon fill=\"#9B8773\" points=\"17.49,109.25 61.717,153.477 101.786,113.408 108.591,120.212 68.521,160.279 119.024,210.783    111.539,218.268 3.126,109.854 92.622,20.357 99.502,27.237   \"><\/polygon>\t<\/g>\t<g>\t\t<polygon fill=\"#373737\" points=\"205.337,110.709 161.11,66.482 119.148,108.413 112.344,101.608 154.306,59.679 103.803,9.175    111.289,1.691 219.703,110.104 130.212,199.5 123.333,192.62   \"><\/polygon>\t<\/g><\/g><\/svg><\/div>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-435bf22 e-flex e-con-boxed e-con e-parent\" data-id=\"435bf22\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d2f124 elementor-widget elementor-widget-heading\" data-id=\"8d2f124\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Banks<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cca80b3 e-con-full e-grid e-con e-child\" data-id=\"cca80b3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-411da67 e-con-full e-flex e-con e-child\" data-id=\"411da67\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-0f6bcdb e-con-full e-flex e-con e-child\" data-id=\"0f6bcdb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.baumann-banquiers.ch\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9f492a9 elementor-widget elementor-widget-image\" data-id=\"9f492a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"235\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/07\/Logo_Baumann_SVG_Braun_leicht-heller-1024x301.png\" class=\"attachment-large size-large wp-image-8553\" alt=\"Logo Baumann &amp; Cie\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-b53adbe e-con-full e-flex e-con e-child\" data-id=\"b53adbe\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1605011 elementor-widget elementor-widget-heading\" data-id=\"1605011\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Baumann &amp; Cie<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9be87d7 elementor-widget elementor-widget-text-editor\" data-id=\"9be87d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Baumann &amp; Cie is a private bank founded in 1920, with its headquarters in Basel and locations in Zurich and Olten. As a partnership with unlimited liability partners, it is characterized by personal responsibility and entrepreneurial action in the interest of its clients. The firm combines tailored wealth management with comprehensive retirement, tax, and succession planning for individuals, foundations, and institutional clients.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b988a0b e-con-full e-flex e-con e-child\" data-id=\"b988a0b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-54f98a3 e-con-full e-flex e-con e-child\" data-id=\"54f98a3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.globalance.com\/en\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6cb661 elementor-widget elementor-widget-image\" data-id=\"f6cb661\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/10\/Globalance_Claim_EN_Grautone-verkleinert-1.png\" class=\"attachment-large size-large wp-image-9141\" alt=\"Globalance Bank english\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-b6f9607 e-con-full e-flex e-con e-child\" data-id=\"b6f9607\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c7b0688 elementor-widget elementor-widget-heading\" data-id=\"c7b0688\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">GlobalanceBank<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6539331 elementor-widget elementor-widget-text-editor\" data-id=\"6539331\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Globalance Bank is an owner-managed young private bank focused on the impact of their customers&#8217; investments. The founders of the bank have established an excellent reputation as pioneers of sustainable investing in the Swiss financial market. The consistently high quality of client advisory services has been awarded multiple times, most recently in 2026 as the best private bank in the Private Banking rating by BILANZ magazine.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ddd063d e-con-full e-flex e-con e-child\" data-id=\"ddd063d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-c294a2f e-con-full e-flex e-con e-child\" data-id=\"c294a2f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/helvetischebank.ch\/en\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fe55567 elementor-widget elementor-widget-image\" data-id=\"fe55567\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/helv-551x158-1.png\" class=\"attachment-large size-large wp-image-6089\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-d62ba90 e-con-full e-flex e-con e-child\" data-id=\"d62ba90\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-09b6d5e elementor-widget elementor-widget-heading\" data-id=\"09b6d5e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Helvetische Bank<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c588252 elementor-widget elementor-widget-text-editor\" data-id=\"c588252\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Helvetische Bank was founded in 2011. Its business is focused on Swiss clients, primarily entrepreneurs. The investment strategy also concentrates on Swiss assets. Consulting and asset management are conducted completely independently without proprietary products. The majority of the share capital, half of which is in gold, is held by its founders, the board of directors, and employees.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5d374cd e-con-full e-flex e-con e-child\" data-id=\"5d374cd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-aeae484 e-con-full e-flex e-con e-child\" data-id=\"aeae484\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.maerki-baumann.ch\/en\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7613aaa elementor-widget elementor-widget-image\" data-id=\"7613aaa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"383\" height=\"180\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/Maerki-Baumann-eingegraut-383x180-1.png\" class=\"attachment-large size-large wp-image-6090\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-58ce1c2 e-con-full e-flex e-con e-child\" data-id=\"58ce1c2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aebb520 elementor-widget elementor-widget-heading\" data-id=\"aebb520\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Maerki Baumann &amp; Co. AG<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d3393d0 elementor-widget elementor-widget-text-editor\" data-id=\"d3393d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Maerki Baumann &amp; Co. AG is a private bank founded in 1932 that remains family-owned and is not publicly listed. Great importance is placed on independence, security, and transparency. With its modular investment solution and innovative crypto offerings, the private bank emphasizes its commitment to blending established practices with new concepts. BILANZ has named Maerki Baumann the best private bank in Switzerland multiple times.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d05a372 e-con-full e-flex e-con e-child\" data-id=\"d05a372\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-100a57b e-con-full e-flex e-con e-child\" data-id=\"100a57b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.reichmuthco.ch\/en\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4998ca2 elementor-widget elementor-widget-image\" data-id=\"4998ca2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"778\" height=\"180\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/ReichmuthCo_Wortmarke_Black_RGB-eingegraut-778x180-1.png\" class=\"attachment-large size-large wp-image-6092\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-d0c8fd2 e-con-full e-flex e-con e-child\" data-id=\"d0c8fd2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-674f2e3 elementor-widget elementor-widget-heading\" data-id=\"674f2e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Reichmuth &amp; Co.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7969b2b elementor-widget elementor-widget-text-editor\" data-id=\"7969b2b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Reichmuth &amp; Co. is a young, independent family business with traditional values and locations in Lucerne, Zurich, and St. Gallen. At Reichmuth &amp; Co., the partners are still fully liable with their personal assets. The bank places great importance on comprehensive client advisory: even assets not held at Reichmuth &amp; Co. are taken into account in the individual consultation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f53be67 e-flex e-con-boxed e-con e-parent\" data-id=\"f53be67\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d16255 elementor-widget-divider--view-line_icon elementor-view-default elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"1d16255\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon elementor-divider__element\">\n\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"221.583px\" height=\"219.75px\" viewBox=\"0 0 221.583 219.75\" xml:space=\"preserve\"><g>\t<g>\t\t<polygon fill=\"#9B8773\" points=\"17.49,109.25 61.717,153.477 101.786,113.408 108.591,120.212 68.521,160.279 119.024,210.783    111.539,218.268 3.126,109.854 92.622,20.357 99.502,27.237   \"><\/polygon>\t<\/g>\t<g>\t\t<polygon fill=\"#373737\" points=\"205.337,110.709 161.11,66.482 119.148,108.413 112.344,101.608 154.306,59.679 103.803,9.175    111.289,1.691 219.703,110.104 130.212,199.5 123.333,192.62   \"><\/polygon>\t<\/g><\/g><\/svg><\/div>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4b13ad0 e-flex e-con-boxed e-con e-parent\" data-id=\"4b13ad0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a1e4950 elementor-widget elementor-widget-heading\" data-id=\"a1e4950\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Independent Wealth Managers<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8168f8b e-con-full e-grid e-con e-child\" data-id=\"8168f8b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b8c9672 e-con-full e-flex e-con e-child\" data-id=\"b8c9672\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-33ce0a6 e-con-full e-flex e-con e-child\" data-id=\"33ce0a6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/everon.swiss\/en\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a32c68b elementor-widget elementor-widget-image\" data-id=\"a32c68b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"535\" height=\"180\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/everon_logo_eingegraut-zugeschnitten-535x180-1.jpg\" class=\"attachment-large size-large wp-image-6101\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-320f9ff e-con-full e-flex e-con e-child\" data-id=\"320f9ff\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ff7b622 elementor-widget elementor-widget-heading\" data-id=\"ff7b622\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Everon AG<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1c0e935 elementor-widget elementor-widget-text-editor\" data-id=\"1c0e935\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Everon AG is a young Swiss fintech based in Zurich with the goal of making high-quality wealth management easily accessible through digital means. Unlike robo-advisors, assets at Everon are actively managed by experts. In addition to the app, Everon clients have access to a personal advisor. In various firstfive\/BILANZ rankings, Everon has excelled with outstanding returns.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b8f8d63 e-con-full e-flex e-con e-child\" data-id=\"b8f8d63\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-ea80d98 e-con-full e-flex e-con e-child\" data-id=\"ea80d98\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.feri.ch\/en\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00e0ac9 elementor-widget elementor-widget-image\" data-id=\"00e0ac9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/feri-551x158-1.png\" class=\"attachment-large size-large wp-image-6093\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-9d8768e e-con-full e-flex e-con e-child\" data-id=\"9d8768e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-571cc6b elementor-widget elementor-widget-heading\" data-id=\"571cc6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">FERI (Switzerland) AG<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c98496 elementor-widget elementor-widget-text-editor\" data-id=\"6c98496\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>FERI (Switzerland) AG combines local expertise in Swiss stocks and bonds with leading international capital market research. As a subsidiary of the German FERI Group, FERI (Switzerland) AG leverages their research findings on global financial markets and sustainable investments. The acquisition of Limmat Wealth has enhanced the competence in the hedge fund sector.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2bcd4c6 e-con-full e-flex e-con e-child\" data-id=\"2bcd4c6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-d8b1d06 e-con-full e-flex e-con e-child\" data-id=\"d8b1d06\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/formafutura.com\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c72ea82 elementor-widget elementor-widget-image\" data-id=\"c72ea82\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"251\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/10\/forma_futura_logo_cmyk_eingegraut-1024x321.png\" class=\"attachment-large size-large wp-image-9146\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-5188624 e-con-full e-flex e-con e-child\" data-id=\"5188624\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-87954e0 elementor-widget elementor-widget-heading\" data-id=\"87954e0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Forma Futura<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c5075d1 elementor-widget elementor-widget-text-editor\" data-id=\"c5075d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Forma Futura was founded in 2006, and the founding partners are still actively involved in the company. The company values are just as important as returns. Forma Futura aims to sustainably enhance the quality of life with clients&#8217; investments, meaning also for future generations. Previous achievements prove that sustainability and good returns can coexist.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2ff5075 e-con-full e-flex e-con e-child\" data-id=\"2ff5075\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-0157325 e-con-full e-flex e-con e-child\" data-id=\"0157325\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.format-vermoegen.ch\/en\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46c1e10 elementor-widget elementor-widget-image\" data-id=\"46c1e10\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"276\" height=\"120\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/Logo_Format_eingegraut-Webgroesse-2-276x120-1.png\" class=\"attachment-large size-large wp-image-6095\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-2c6050c e-con-full e-flex e-con e-child\" data-id=\"2c6050c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5e86611 elementor-widget elementor-widget-heading\" data-id=\"5e86611\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Format Verm\u00f6gen &amp; Anlagen AG<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-552fc23 elementor-widget elementor-widget-text-editor\" data-id=\"552fc23\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Founded in 2012, the wealth management company Trail Consulting was renamed Format Verm\u00f6gen &amp; Anlagen AG in 2020. Format is present in Widnau (SG), Zurich, Basel, and Lucerne. The owner-managed firm specializes in investments in Swiss stocks and international bonds. The strategies of the CEO and head of investments have received several awards for their outstanding returns and Sharpe ratios.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2346465 e-con-full e-flex e-con e-child\" data-id=\"2346465\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-4334a3b e-con-full e-flex e-con e-child\" data-id=\"4334a3b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/lakefieldpartners.com\/en\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73e44ec elementor-widget elementor-widget-image\" data-id=\"73e44ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/lake-551x158-1-551x158-1.png\" class=\"attachment-large size-large wp-image-6096\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-2837485 e-con-full e-flex e-con e-child\" data-id=\"2837485\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4207e85 elementor-widget elementor-widget-heading\" data-id=\"4207e85\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Lakefield Partners <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d86812 elementor-widget elementor-widget-text-editor\" data-id=\"8d86812\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Lakefield Partners is an independent wealth manager based in Zurich. The owner-managed company actively manages assets and seizes opportunities consistently. Investment decisions are made exclusively based on models. The excellent performance\u2014especially regarding the risks taken\u2014has been confirmed multiple times in the independent rankings of firstfive and BILANZ.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-05695b7 e-con-full e-flex e-con e-child\" data-id=\"05695b7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-6d54b02 e-con-full e-flex e-con e-child\" data-id=\"6d54b02\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/olz.ch\/en\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d682111 elementor-widget elementor-widget-image\" data-id=\"d682111\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/OLZ-1-551x158-1.png\" class=\"attachment-large size-large wp-image-6097\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-94215a3 e-con-full e-flex e-con e-child\" data-id=\"94215a3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-188c9b8 elementor-widget elementor-widget-heading\" data-id=\"188c9b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">OLZ AG<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eac97fb elementor-widget elementor-widget-text-editor\" data-id=\"eac97fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>OLZ AG is an independent asset manager with locations in Bern and Zurich. OLZ translates scientific findings into investment strategies. The focus is on systematic and risk-based portfolio optimization, incorporating sustainability. Investment decisions are based on data and rules, not market evaluations. Implementation is cost-effective through OLZ investment funds.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-92ecd64 e-con-full e-flex e-con e-child\" data-id=\"92ecd64\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-1fad535 e-con-full e-flex e-con e-child\" data-id=\"1fad535\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/portascapital.com\/?lang=en_GB\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77443c2 elementor-widget elementor-widget-image\" data-id=\"77443c2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/logo-551x158-1.png\" class=\"attachment-large size-large wp-image-6098\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-72ec65e e-con-full e-flex e-con e-child\" data-id=\"72ec65e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35d3e98 elementor-widget elementor-widget-heading\" data-id=\"35d3e98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Portas Capital <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f985c1 elementor-widget elementor-widget-text-editor\" data-id=\"0f985c1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Portas Capital in Dietikon and Zurich was founded in 2008. The owner-managed company serves pension funds, affluent families, and private clients. Prominent experts offer their expertise to achieve top results for clients. In the asset manager ranking by firstfive and BILANZ, Portas Capital achieved various top positions, primarily due to rigorous risk management.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-63c0d58 e-con-full e-flex e-con e-child\" data-id=\"63c0d58\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-6f5fbbe e-con-full e-flex e-con e-child\" data-id=\"6f5fbbe\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.pspag.com\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0b0f820 elementor-widget elementor-widget-image\" data-id=\"0b0f820\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/psp-551x158-1.png\" class=\"attachment-large size-large wp-image-6099\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-626c105 e-con-full e-flex e-con e-child\" data-id=\"626c105\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55a3d00 elementor-widget elementor-widget-heading\" data-id=\"55a3d00\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Premium Strategy Partners<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4552c5f elementor-widget elementor-widget-text-editor\" data-id=\"4552c5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Premium Strategy Partners is an independent asset manager founded in 2003 in Zurich. Short decision-making processes enable very agile asset management. The use of options continuously optimizes the risk-return ratio. A specialty of this boutique provider is its outstanding expertise in the field of commodities and precious metals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-782c3ab e-con-full e-flex e-con e-child\" data-id=\"782c3ab\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-98aa763 e-con-full e-flex e-con e-child\" data-id=\"98aa763\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/zugerberg-finanz.ch\/en\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7c75914 elementor-widget elementor-widget-image\" data-id=\"7c75914\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"158\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/Logo-Zugerberg-Finanz-grau-551x158-1.png\" class=\"attachment-large size-large wp-image-6100\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-987c5ea e-con-full e-flex e-con e-child\" data-id=\"987c5ea\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-062021a elementor-widget elementor-widget-heading\" data-id=\"062021a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Zugerberg Finanz AG<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba2d952 elementor-widget elementor-widget-text-editor\" data-id=\"ba2d952\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Zugerberg Finanz AG is a privately owned wealth manager based in Zug, equipped with substantial resources for analysis and research. The owners&#8217; capital is invested in the same manner as client funds. The investment committee is skilled and well-respected. Zugerberg Finanz has its performance externally reviewed and has achieved top rankings from firstfive and BILANZ.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3c4078d e-flex e-con-boxed e-con e-parent\" data-id=\"3c4078d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f431be0 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"f431be0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NjAzNywidG9nZ2xlIjpmYWxzZX0%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start selection process<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf9c0e3 elementor-widget-divider--view-line_icon elementor-view-default elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"bf9c0e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon elementor-divider__element\">\n\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"221.583px\" height=\"219.75px\" viewBox=\"0 0 221.583 219.75\" xml:space=\"preserve\"><g>\t<g>\t\t<polygon fill=\"#9B8773\" points=\"17.49,109.25 61.717,153.477 101.786,113.408 108.591,120.212 68.521,160.279 119.024,210.783    111.539,218.268 3.126,109.854 92.622,20.357 99.502,27.237   \"><\/polygon>\t<\/g>\t<g>\t\t<polygon fill=\"#373737\" points=\"205.337,110.709 161.11,66.482 119.148,108.413 112.344,101.608 154.306,59.679 103.803,9.175    111.289,1.691 219.703,110.104 130.212,199.5 123.333,192.62   \"><\/polygon>\t<\/g><\/g><\/svg><\/div>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0003fe1 e-flex e-con-boxed e-con e-parent\" data-id=\"0003fe1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9aa06fd elementor-widget elementor-widget-heading\" data-id=\"9aa06fd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Performance Measurement<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e0aa2d9 e-con-full e-grid e-con e-child\" data-id=\"e0aa2d9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-88c4638 e-con-full e-flex e-con e-child\" data-id=\"88c4638\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<a class=\"elementor-element elementor-element-9052de5 e-con-full e-flex e-con e-child\" data-id=\"9052de5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/www.firstfive.ch\/\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e18996 elementor-widget elementor-widget-image\" data-id=\"6e18996\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"39\" src=\"https:\/\/www.finguide.ch\/wp-content\/uploads\/2026\/02\/logo_ff.com_graustufen-300x39-1.png\" class=\"attachment-large size-large wp-image-6102\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<div class=\"elementor-element elementor-element-00b3043 e-con-full e-flex e-con e-child\" data-id=\"00b3043\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-82fe1a1 elementor-widget elementor-widget-heading\" data-id=\"82fe1a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">firstfive AG <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3298749 elementor-widget elementor-widget-text-editor\" data-id=\"3298749\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>firstfive AG is a German company that reviews and evaluates the services of asset management providers in several countries. Banks and independent wealth managers have the opportunity to compare their returns and associated risks with those of other providers. Through external verification of risks and returns, the credibility of the metrics presented to potential clients is increased.<\/p><p>Once a year, the results of participating asset managers are exclusively published in the magazine &#8220;BILANZ.&#8221; In the summer of 2018, FinGuide and firstfive launched a partnership for the Swiss market. FinGuide is available as a contact point for interested Swiss banks and independent wealth managers on site. Providers with excellent performance also have the option to become <a href=\"https:\/\/finguide.ch\/en\/become-a-partner\/\" target=\"_blank\" rel=\"noopener\">partners of FinGuide<\/a>, thereby attracting new clients whose needs align perfectly with their offerings.<\/p><p>Quarterly, the achieved returns and return-risk ratios (Sharpe Ratios) of the top five participating providers over 12, 24, 36, and 60 months are presented <a href=\"https:\/\/www.firstfive.ch\/downloads\/\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6d438b5 e-flex e-con-boxed e-con e-parent\" data-id=\"6d438b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8e1cdca elementor-widget-divider--view-line_icon elementor-view-default elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"8e1cdca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon elementor-divider__element\">\n\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"221.583px\" height=\"219.75px\" viewBox=\"0 0 221.583 219.75\" xml:space=\"preserve\"><g>\t<g>\t\t<polygon fill=\"#9B8773\" points=\"17.49,109.25 61.717,153.477 101.786,113.408 108.591,120.212 68.521,160.279 119.024,210.783    111.539,218.268 3.126,109.854 92.622,20.357 99.502,27.237   \"><\/polygon>\t<\/g>\t<g>\t\t<polygon fill=\"#373737\" points=\"205.337,110.709 161.11,66.482 119.148,108.413 112.344,101.608 154.306,59.679 103.803,9.175    111.289,1.691 219.703,110.104 130.212,199.5 123.333,192.62   \"><\/polygon>\t<\/g><\/g><\/svg><\/div>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f8258e9 e-con-full e-flex e-con e-child\" data-id=\"f8258e9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-37db18a elementor-widget elementor-widget-heading\" data-id=\"37db18a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">FAQ<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-539344e elementor-widget elementor-widget-heading\" data-id=\"539344e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Questions About FinGuide<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03a98b1 elementor-invisible elementor-widget elementor-widget-n-accordion\" data-id=\"03a98b1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;all_collapsed&quot;,&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3840\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3840\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How does FinGuide ensure the quality and fairness of the providers? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3840\" class=\"elementor-element elementor-element-4384d9b e-con-full e-flex e-con e-child\" data-id=\"4384d9b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b89cf17 elementor-widget elementor-widget-text-editor\" data-id=\"b89cf17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Our review covers the entire range of services provided by private banks and independent wealth managers in detail. The two most important criteria are <strong>performance strength<\/strong> and <strong>fairness<\/strong> towards clients.<\/p><p>Performance strength means consistently beating the benchmark defined by FinGuide over several years and across various risk classes.<\/p><p>Fairness means that there are no conflicts of interest between providers and clients. For instance, FinGuide excludes all providers whose advisors have sales targets on investment products. Such advisors prioritize their bonuses over the well-being of their clients. We consider that to be wrong.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3841\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3841\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Why is Bank x or Wealth Manager y not partner of FinGuide? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3841\" class=\"elementor-element elementor-element-105db9c e-con-full e-flex e-con e-child\" data-id=\"105db9c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6baf2ec elementor-widget elementor-widget-text-editor\" data-id=\"6baf2ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>There are fundamentally four reasons why a provider may not be on our platform:<\/p><ol><li><strong>Failed Assessment<\/strong>: We evaluated the provider, but they did not pass the assessment.<\/li><li><strong>Still Under Review<\/strong>: We have assessed the provider but have not yet made a final decision. The provider is under observation.<\/li><li><strong>Not Yet Assessed<\/strong>: We have not assessed the provider. There are about 200 banks and well over a thousand independent wealth managers in Switzerland. It&#8217;s impossible to know them all, even for us as professionals. Many independent wealth managers are very small businesses.<\/li><li><strong>No Partnership<\/strong>: The provider is not willing to compensate FinGuide for bringing in new clients.<\/li><\/ol><p>If you are looking for a specific financial partner, you can find all currently represented providers at the top of this page.<\/p><p>If you work at a bank or as an wealth manager and want to gain new customers through FinGuide, learn more about the benefits of collaboration <a href=\"https:\/\/www.finguide.ch\/en\/partners\/\" target=\"_blank\" rel=\"noopener\">here<\/a> and contact us directly.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3842\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3842\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What data does FinGuide collect from banks and wealth managers? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3842\" class=\"elementor-element elementor-element-242f0f3 e-con-full e-flex e-con e-child\" data-id=\"242f0f3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-79a9ae7 elementor-widget elementor-widget-text-editor\" data-id=\"79a9ae7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Our database includes detailed costs and returns achieved across different risk classes over several years. Additionally, we capture around 150 other data fields about the offerings, allowing us to assess whether providers have a relevant and attractive offer for customers.<\/p><p>Our proprietary database is based on hard facts rather than marketing brochures. We continually collect and update our provicer data, divided into three core areas:<\/p><ul><li><strong>Actual Net Returns<\/strong>: We document the real live returns actually achieved for private clients over several years, accurately divided by different risk classes (from conservative to equity-focused).<\/li><li><strong>Comprehensive Total Costs<\/strong>: We capture not only the official management fee but also analyze in detail the associated custody fees, transaction costs (commissions), as well as product and currency exchange costs.<\/li><li><strong>Specific Performance Profiles<\/strong>: In the approximately 150 data fields, we capture exact criteria of the offerings \u2013 including the investment philosophies used (e.g., active vs. passive approach), minimum investment amounts for special mandates, sustainability certifications (ESG), and the precise staffing and expertise of the advisory teams on-site.<\/li><\/ul><p><br \/>This depth of verified data allows our algorithm to align the offerings of the best private banks and independent wealth managers precisely with your personal goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3843\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3843\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How do FinGuide and firstfive work together? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3843\" class=\"elementor-element elementor-element-bbd83d5 e-con-full e-flex e-con e-child\" data-id=\"bbd83d5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f124801 elementor-widget elementor-widget-text-editor\" data-id=\"f124801\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>German company <a href=\"https:\/\/www.firstfive.ch\" target=\"_blank\" rel=\"noopener\">firstfive<\/a> specializes in performance controlling for banks and independent wealth managers. FinGuide represents firstfive in Switzerland and is therefore the contact point for all those who wish to participate in the portfolio performance comparisons of firstfive. FinGuide benefits from this collaboration as we do not have to verify returns that are checked by firstfive ourselves.<\/p><p>On behalf of firstfive, FinGuide collaborates with Swiss magazine <a href=\"https:\/\/www.bilanz.ch\" target=\"_blank\" rel=\"noopener\">BILANZ<\/a> to annually award the best wealth management in Switzerland. Also on behalf of firstfive, FinGuide collaborates with BILANZ to market the seals with which excellent banks and independent asset managers can promote themselves.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3844\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3844\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What happens if none of the suggested providers appeal to me? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3844\" class=\"elementor-element elementor-element-a73d9db e-con-full e-flex e-con e-child\" data-id=\"a73d9db\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9a5de0c elementor-widget elementor-widget-text-editor\" data-id=\"9a5de0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>If none of the suggested <a href=\"https:\/\/www.finguide.ch\/en\/partners\/\" target=\"_blank\" rel=\"noopener\">wealth managers or private banks<\/a> convince the clients, the selection process will end without results. FinGuide is interested in collaborating with the best providers to avoid this. <strong>The selection process is free for clients in any case, regardless of whether an asset manager is chosen or not.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3845\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3845\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What is the difference between a bank and an independent wealth manager? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3845\" class=\"elementor-element elementor-element-1ec00fe e-con-full e-flex e-con e-child\" data-id=\"1ec00fe\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-99f6172 elementor-widget elementor-widget-text-editor\" data-id=\"99f6172\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The result is the same for both: They manage your assets and assist you with all questions related to capital investment. Private banks specialize in asset management; they could also be referred to as wealth managers with a banking license. The banking license means that banks are allowed to accept customer funds and maintain accounts and deposits for them. Consequently, banks can offer \u201call-inclusive\u201d services in wealth management.<\/p><p>Independent wealth managers require a so-called custodian bank for the management of portfolios and the execution of purchases and sales of securities. After the account is opened, customers have no further contact with the custodian bank; the independent wealth manager is their main point of contact. They make decisions regarding transactions within an asset management mandate. Customers pay two fees: one for wealth management and another for the custodial management and execution to the custodian bank.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3846\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"7\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3846\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How does FinGuide decide between a private bank and an independent wealth manager? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><rect x=\"9\" y=\"24\" width=\"32\" height=\"2\"><\/rect><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" id=\"Layer_1\" x=\"0px\" y=\"0px\" width=\"50px\" height=\"50px\" viewBox=\"0 0 50 50\" xml:space=\"preserve\"><polyline points=\"24,9 26,9 26,24.021 41,24.021 41,26 26,26 26,41 24,41 24,25.979 9,25.979 9,24 24,24 \"><\/polyline><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3846\" class=\"elementor-element elementor-element-24b503b e-con-full e-flex e-con e-child\" data-id=\"24b503b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8b9ce7b elementor-widget elementor-widget-text-editor\" data-id=\"8b9ce7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>FinGuide recommends that customers approach the selection process openly, incorporating both <a href=\"https:\/\/www.finguide.ch\/en\/partners\/\" target=\"_blank\" rel=\"noopener\">banks and independent wealth managers<\/a> as a rule. However, some customers prefer to bundle asset management and transaction services with a single contact, leading them to favor banks. On the other hand, many customers perceive banks primarily as product sellers and therefore prefer independent asset managers.<\/p><p>The perception that banks\u2014unlike independent asset managers\u2014are merely product sellers is not entirely accurate. While many banks do set sales targets for their own products for their advisors, not all do. At FinGuide, we work exclusively with banks where advisors do not have sales targets for specific products. Conversely, there are also various independent wealth managers who work with their own products and actively market them.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a833053 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"a833053\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NjAzNywidG9nZ2xlIjpmYWxzZX0%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start selection process<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Verified Banks and Independent Wealth Managers FinGuide Identifies the Best Banks and Wealth Managers for You There are about 200 banks and 1,300 independent wealth managers in Switzerland. Only the best among them make it to the FinGuide platform. They undergo a multi-step selection process: We analyze the returns achieved in various risk categories over [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8554,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-6087","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"permalink_manager":null,"_links":{"self":[{"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/pages\/6087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/comments?post=6087"}],"version-history":[{"count":94,"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/pages\/6087\/revisions"}],"predecessor-version":[{"id":9741,"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/pages\/6087\/revisions\/9741"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/media\/8554"}],"wp:attachment":[{"href":"https:\/\/www.finguide.ch\/en\/wp-json\/wp\/v2\/media?parent=6087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}