ZHAW Swiss WM Study

Out now: ZHAW Swiss WM Study – Edition 2

Between tradition and transformation – with this study, we aim to contribute to the continuous success and increasing transparency of Swiss wealth management banks.
Based on publicly available data, this study may serve as a fact base for clients and prospects, senior management, professionals, service providers, policymakers, the wider public, research, and academia.
The ZHAW WM Performance Score, a cornerstone of the study, offers a transparent and intuitive assessment of banks’ performance across four key categories.

Coming soon: ZHAW Swiss Wealth Management Study – Edition 2

Stay tuned! Our new study “Wealth Management in Switzerland – Edition 2”, to which Mr Jonas Hefti as Research Fellow has significantly contributed, will be released in the next couple of weeks. Published by the Department of Banking Finance Insurance at ZHAW School of Management and Law, it will again represent a seminal contribution to the scholarly and professional understanding of the Swiss wealth management industry. This study meticulously evaluates 67 licensed Swiss banks that derive a substantial portion of their revenue from wealth management activities, thereby offering a comprehensive overview of this sector’s dynamics.

Open Wealth – How Swiss Wealth Managers Are Silently Becoming Digital

As we know from Deloitte’s traditional Wealth Centre Ranking studies, Switzerland has traditionally been the world leader in cross-border wealth management, whereby the country’s significant number of External Asset Managers (EAMs) have contributed to this position. However, Swiss wealth managers have certainly faced challenges due to shifting demographics and client needs, technological advancements, regulations, or macroeconomic uncertainties.

Crypto Bull Run – Which Swiss Wealth Management Bank Is Next?

In recent years, the offering landscape of financial investments across Swiss wealth management banks has undergone many transformations, also marked by the rising prominence of cryptocurrencies. These digital assets, which just ten years ago occupied a niche corner of the investment world, have steadily gained acceptance among a broad spectrum of (U)HNWI clients, even including institutional players.