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:

With an analytical framework that scrutinizes licensed Swiss banks dedicating at least 25% of their operating income to wealth management, this research endeavors to enhance the industry’s transparency and accountability. By systematically benchmarking the financial performance of these institutions across a total of 12 KPIs, the study delineates the intricate competitive landscape and operational nuances characteristic of Swiss wealth management.

Our scholarly work delves into several critical dimensions, including profitability, efficiency, capital adequacy, and growth, to draw out detailed insights into the strategic positioning and performance of the 67 banks under review. From smaller boutique establishments to major global players, the findings present our perspective for stakeholders, enabling a deeper understanding of the sector’s intricacies.

In an era where transparency and robust benchmarks are increasingly paramount in the financial domain, the “Wealth Management in Switzerland – Edition 2” study hopefully emerges as a helpful resource. It not only fosters informed debate on the future trajectory of Swiss wealth management but also equips decision-makers, policymakers, and industry practitioners with the factual evidence necessary for strategic planning and policy formulation in one of the world’s most renowned financial centers.

As its predecessor, the study will be made available as free PDF download on the ZHAW digitalcollection and may be featured across the financial and broader media.

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