Swiss private banking benchmarks: a data-based view of performance, efficiency and capital strength

Despite the importance of the Swiss and Liechtenstein private banking sectors, systematic benchmarking data or KPIs on Swiss and Liechtenstein private banks are not widely available in a consolidated and comparable format. A new set of Swiss private banking benchmarks in table format provide this perspective. These tables aggregate selected key performance indicators (KPIs) for […]

Art_Investing_in_Swiss_Private_Banking

Art, Trust and Growth: How Swiss Private Banks May Benefit

Art is a relevant element in the balance sheets of UNWHI clients. For Swiss private banks, this creates an opportunity to sharpen their advisory model, deepen client relationships, and broaden their role in holistic wealth management. But success will likely depend on one decisive factor: trust. Provenance, documentation, authenticity, and reputational risk may determine whether […]

Chris Künzle FinewsTV

Chris Künzle: “This is the New Benchmark for Swiss Private Banks”

A newly released study assessing the performance of Switzerland’s private banks is making waves both domestically and internationally – above all because it crowns US banking giant Goldman Sachs as the top Swiss private bank. The study’s lead author and finance lecturer, Chris Künzle, explains how this surprising result came about in an interview with finews.tv. […]

Financial data aggregation

Financial Data Aggregation and Its Implications for Swiss Private Banks

The ability to collect and interpret comprehensive financial data is becoming more relevant for wealth management. A recent academic contribution highlights how new data aggregation tools make it possible to access financial information across different providers and asset types, including non-traditional elements such as rental or utility payments. For decades, private banks have relied on […]

Chris Künzle & Mirjana Wojtal

ZHAW Wealth Management Podcast #13: Mirjana Wojtal (CFA Society Switzerland)

Join Chris Künzle, senior lecturer at ZHAW School of Management and Law and Conference Chair of WealthSummit, for an inspiring conversation with Mirjana Wojtal, PhD, CEO of CFA Society Switzerland. Watch this video on YouTube In this exclusive interview, Mirjana shares her fascinating journey from life sciences to leading Switzerland’s largest investment professionals’ network. She […]