{"id":5846,"date":"2023-02-28T08:37:46","date_gmt":"2023-02-28T07:37:46","guid":{"rendered":"https:\/\/finguide.d4dcloud.com\/find-the-right-wealth-manager-with-an-algorithm\/"},"modified":"2026-10-29T15:43:07","modified_gmt":"2026-10-29T14:43:07","slug":"find-the-right-wealth-manager-with-an-algorithm","status":"publish","type":"post","link":"https:\/\/www.finguide.ch\/en\/knowledge\/find-the-right-wealth-manager-with-an-algorithm\/","title":{"rendered":"Find the Right Wealth Manager With an Algorithm"},"content":{"rendered":"\t\t
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In today\u2019s Tages-Anzeiger, a supplement delves into the topic “Future of Finance and Investments”. FinGuide was invited to contribute. We decided to address one of our core themes: “Using an Algorithm to Find the Right Wealth Manager?” We explore the possibilities and limitations of employing an algorithm in an opaque market with scarce data.<\/p>

FinGuide has been demonstrating for several years that we can create real value for our clients with an algorithm. However, FinGuide clients know that the algorithm is just one step in the process of selecting the best wealth manager. The combination with personalized human advice is crucial.<\/p>

You can find the text below, here is the link<\/a> to the contribution in the layout of today\u2019s published supplement. Would you like to learn more about our service? Visit our homepage<\/a><\/strong>.<\/p>

Using an Algorithm to Find the Right Wealth Manager?<\/h2>

Algorithms require data. FinGuide has found a way to help clients find the right wealth manager using an algorithm, even in an opaque market.<\/p>

Whether it\u2019s social media, Spotify, or Google: algorithms analyze our behavior and suggest content that matches our interests. The larger the data set processed, the more accurate the suggestions. Swiss company FinGuide has been using an algorithm for several years to identify the appropriate wealth manager for investors.<\/p>

Verification and Data Collection<\/h3>

Swiss private banking is opaque. The websites of private banks and independent wealth managers contain hardly any evaluable data. To identify providers that offer real value to their clients, FinGuide collaborates with firstfive AG. Their core competence lies in the detailed analysis of returns and costs of investments. For providers that do not allow their services to be analyzed by firstfive, FinGuide takes over the analysis. Those who pass the return test are then assessed for fair business practices. This particularly focuses on identifying those who operate with hidden costs. Banks and independent wealth managers that also pass this test can join the FinGuide platform. Their offers and various key figures are documented in detail.<\/p>

Matching<\/h3>

Investors seeking a suitable wealth manager can record their needs on FinGuide\u2019s website. FinGuide has developed a questionnaire for this purpose and refined it over the years. Once the needs are recorded online, the algorithm searches for the best possible matches with the provider data. However, FinGuide offers more than just data analysis: the results of the matching are explored in a complimentary personal conversation, and clients receive all desired information about the potential providers. The goal of the conversation is to identify the two wealth managers that best match the individual needs.<\/p>\t\t

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Are you looking for the best wealth manager for you?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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