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.)
|Top Ten||John de Salis||Mirabaud||Long term investing|
|Top Ten||Jean-Claude Erne||Pictet Wealth Management||Independent investment management|
|Top Ten||Andreas Feller||Julius Baer||Entrepreneurs & multi-gen families|
|Top Ten||Thomas Frauenlob||UBS||Investment & relationship management|
|Top Ten||Laurent Gagnebin||Rothschild & Co||International clients|
|Top Ten||Benoit Lombard||Banque privée Edmond de Rothschild||Long term investing|
|Top Ten||Laurence Mandrile-Aguirre||Citi Private Bank||SPACs|
|Top Ten||David Poole||UBP – Union Bancaire Privée||Domestic & international clients|
|Top Ten||Christian Wagner||Credit Suisse||Far East clients|
|Top Ten||Brenda Zongo||HSBC Private Banking||International expats|
|Top Recommended||Lucie Collaud||Pictet Wealth Management||Wealth planning|
|Recommended||Annelise Peers||Investec Bank Switzerland||High-touch’ services|
|Recommended||Sherban Tautu||Banque Syz||Alternatives|
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.
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If you are an adviser featured in index and would like to update your profile or provide additional information, please email firstname.lastname@example.org.