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GenAI and robo-advisors in Swiss Wealth Management
Christoph Künzle

GenAI as the new Robo-Advisor? A Revolution in Swiss Wealth Management

The integration of Robo-Advisors and GenA) within wealth management hints at a transformative shift, also for Swiss Private Banks. This blend of advanced technology offers new horizons in personalized and efficient wealth management solutions, potentially reshaping the way advice is delivered to private clients.
For Swiss Private Banks, this represents an opportunity to further sharpen their value propositions, offering clients hyper-tailored investment strategies at scale.
BoD Members

Swiss Wealth Management Banks: Boards of Directors and Gender Diversity

Swiss wealth management banks show a preference for a lean board structure, as evidenced by our data . The number of board members varies, with a minimum of 3 members in some banks and a maximum of 13 in others. Notably, a significant portion of the banks analyzed have between 5 to 6 board members. This trend suggests a strategic choice for efficiency and perhaps more effective governance, enabling these banks to navigate the complexities of wealth management with agility.

Christoph Künzle
Kategorie: Strategy
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.

Christoph Künzle
Kategorie: Strategy

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.

Christoph Künzle
Kategorie: Strategy

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.

Christoph Künzle
Kategorie: Strategy, Technology

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.

Christoph Künzle
Kategorie: StrategyTechnology

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.

Christoph Künzle
Kategorie: Investments, Strategy