The best wealth managers in Switzerland - Spear's Magazine

The best wealth managers in Switzerland

The best wealth managers in Switzerland

Welcome to the Spear’s ranking of the best wealth managers for high-net-worth and ultra-high-net-worth individuals in Switzerland

Switzerland has an envied reputation as a world-leading wealth management and financial services hub.

The private banking scene is thriving too. One of the industry’s key banks, Edmond de Rothschild Group, plans ‘to double its assets under management’, president Ariane de Rothschild told the FT recently. Citi’s Geneva-based private banker, Laurence Mandrile-Aguirre, told Spear’s about the Swiss arm of the firm’s double-digit growth between 2020 and 2021.

Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs and UHNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

The wealth managers featured in the 2021 edition of the Spear’s Switzerland Wealth Management Index are included in the table below, along with their Spear’s ranking and area(s) of focus. Click on the individual names to be directed to more detailed profiles of each adviser on spears500.com. (The table is ordered by ranking and then alphabetically by surname.)

 

RankingNameFirmFocus
Top TenJohn de SalisMirabaudLong term investing
Top TenJean-Claude ErnePictet Wealth ManagementIndependent investment management
Top TenAndreas FellerJulius Baer Entrepreneurs & multi-gen families
Top TenThomas FrauenlobUBSInvestment & relationship management
Top TenLaurent GagnebinRothschild & CoInternational clients
Top TenBenoit LombardBanque privée Edmond de RothschildLong term investing
Top TenLaurence Mandrile-AguirreCiti Private BankSPACs
Top TenDavid PooleUBP – Union Bancaire PrivéeDomestic & international clients
Top TenChristian WagnerCredit SuisseFar East clients
Top TenBrenda ZongoHSBC Private BankingInternational expats
Top RecommendedLucie CollaudPictet Wealth ManagementWealth planning
RecommendedAnnelise PeersInvestec Bank SwitzerlandHigh-touch’ services
RecommendedSherban TautuBanque SyzAlternatives

More rankings

The best wealth managers in Liechtenstein

The best wealth managers in Luxembourg

The best wealth managers in Jersey

The best wealth managers in Guernsey

The best family office services providers

The best wealth managers for high-net-worth clients UK

The best wealth managers for ultra-high-net-worth clients UK

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.



 

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