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Introduction

This special report reveals, for the second time, Switzerland and Liechtenstein’s most influential independent asset managers. The objective of this project is to provide readers with a detailed overview of the market and an insight into the Swiss wealth management community.

Company Overview

Headquarters
BÄCH
1
BASEL
2
BERN
1
BREMGARTEN
1
GENEVA
20
LAUSANNE
1
LUGANO
3
NEUCHÂTEL
2
NYON
1
PFÄFFIKON
1
VADUZ
1
ZOLLIKON
1
ZURICH
13
ZUG
2
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HIGHEST NUMBER OF EMPLOYEES:
200
(FERI GROUP)
HIGHEST NUMBER OF CLIENTS:
11,000
(ZUGERBERG FINANZ)
HIGHEST AUM (BN):
41.4
(FERI GROUP)
  1. Woodman Asset Management
  2. Bedrock
  3. Tareno
  4. Finad
  5. Lakefield Partners
  6. Diamond Capital Management
  7. FOS Asset Management
  8. Clarus Capital
  9. Notz Stucki
  10. Decalia Asset Management
  11. Marcuard Heritage
  12. Entrepreneur Partners
  13. Capitalium Advisors
  14. GN Finance
  15. Prime Partners
  16. Pentagram Wealth Management
  17. Citadel Finance
  18. Brainvest Wealth Management
  19. Avalor Investment
  20. MFM Mirante
  21. Swisspartners
  22. OLZ
  23. Penta Asset Management
  24. The Forum Finance Group
  25. Gotthard Partners
  26. Corum Vermögensverwaltung
  27. Feri Group
  28. Stanhope Capital
  29. 1875 Finance
  30. Zugerberg Finanz
  31. Frame Asset Management
  32. LFA
  33. De Pury Pictet Turrettini
  34. Probus Group
  35. Belvoir Capital
  36. Lemantrust
  37. Hérens Quality Asset Management
  38. Infiba Vermögensverwaltung
  39. Bruellan
  40. CdR Capital
  41. Deer Creek Advisors
  42. Pleion
  43. XO Investments
  44. Rescad
  45. Copernicus
  46. Reuss Private
  47. SSI Wealth Management
  48. Mensarius
  49. Boccard & Partenaires
  50. Pilotage

Switzerland Top 50 Independent Asset Managers 2020

Group AUM

Assets Managed

Gender

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