For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size and reputation of our industry, it remains remarkably difficult to obtain a clear overview of the independent wealth management market.
Why Swiss wealth management lacks a clear overview
If someone asks, “How many independent wealth managers are based in Zurich?” or “Which firms are FINMA licensed?”, the answer is rarely straightforward. Moreover, information tends to sit scattered across different sources, and comparing firms usually demands more research than expected.
That is why I have found myself returning to Wealth Manager Info several times over the past few days.
What makes this resource genuinely useful
The website does not try to rank firms or recommend a particular provider. Instead, it offers something much more practical: a structured and searchable overview of FINMA-licensed portfolio managers, trustees and collective asset managers in Switzerland.
Personally, I find this valuable not only for prospective clients, but also for relationship managers, journalists, recruiters and anyone looking to better understand the Swiss independent wealth management landscape. Indeed, even professionals working in the industry will occasionally come across firms they did not know before.
An industry that keeps changing
The Swiss wealth management sector continues to evolve. Regulation has grown more robust, competition has intensified, and clients increasingly expect greater transparency. Furthermore, publications such as finews.ch regularly report on these developments and on the changing role of independent wealth managers within the Swiss financial centre.
Sometimes the most useful websites are not the most sophisticated ones. They simply solve a practical problem well.
For me, this directory is one of those websites. Ultimately, it has become a reliable reference point whenever I need a quick overview of the market.
