A Blog of the ZHAW Zurich University of Applied Sciences
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 […]
Switzerland remains one of the world’s most important centers for private banking and cross-border wealth management. However, the structure of the Swiss private banking market is often discussed in broad terms, while systematic, institution-level comparisons are less common. A new ranking of the largest 69 Swiss and Liechtenstein private banks by assets under management therefore […]
Herausforderungen für die Branche In einem exklusiven Interview mit finews und Herausgeber Claude Baumann erläutert Chris Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, Unternehmer und Gründer des WealthSummit, dass die Schweizer Privatbanken zwar von hohen Vermögensständen profitieren, aber zugleich strukturellen Risiken ausgesetzt sind. Die Neugeldzuflüsse stagnieren, insbesondere aus […]
Key Insights from a new Bachelor’s thesis by Subisan Suthesan Private Markets are firmly on the strategic agenda of Swiss wealth management banks. But how exactly do banks implement their offerings for wealthy clients? Which asset classes are offered, what structures are used, and how accessible are these solutions? These questions are addressed in a […]
I was honored to receive the WealthBriefing Award for Outstanding Contribution to Thought Leadership, recognizing my work on the latest ZHAW Swiss Wealth Management Study 2024. This award highlights the study’s impact in providing valuable data and insights into the evolving landscape of Swiss wealth management.
In diesem Interview spricht Dr. Christoph Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, mit Prof. Dr. Klaus Wellershoff, dem Mitgründer und Chairman von ZWEI Wealth, über aktuelle Entwicklungen und Herausforderungen im Schweizer Wealth Management.
In diesem exklusiven Interview mit Simon Wyss, dem Vorsitzenden der Geschäftsleitung der Berner Privatbank Von Graffenried AG, beleuchten wir die herausragenden Leistungen der Bank, die sie an die Spitze unseres Schweizer Privatbanken-Rankings geführt haben.
Simon Wyss teilt Einblicke in die Erfolgsformeln der Bank in den Bereichen Profitabilität, Effizienz und Wachstum. Erfahren Sie, wie Von Graffenried die Herausforderungen der Digitalisierung in einer traditionellen Branche meistert und welche Rolle künstliche Intelligenz für die Zukunft des Bankwesens spielt. Zudem diskutieren wir die aktuellen globalen Unsicherheiten und deren Einfluss auf das Schweizer Private Banking sowie die grössten Herausforderungen der Branche und mögliche Lösungsansätze. Ein Muss für jeden, der an der Schnittstelle von Tradition und Innovation im Finanzsektor interessiert ist.
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.
As the authors of the ZHAW 2024 study on Swiss Wealth Management Banks, we are proud to present a comprehensive industry analysis that evaluates the performance and standings of 67 Swiss Wealth Management Banks across various dimensions. We trust this study provides clients, industry professionals, and researchers with valuable insights.
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.