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Swiss Independent Wealth Managers: Challenges & Opportunities Ahead - 2014

Wendy Spires, WealthBriefing, Head of Research, London, December 1, 2014

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Published in 2014 by ClearView Financial Media Ltd In Association with Coutts

Switzerland’s independent wealth managers represent a highly entrepreneurial and client-centric model of wealth management, and one which continues to remain highly popular among the world’s wealthiest individuals and families, despite it only really existing in its particular form in Switzerland and it now being under threat. High and ultra high net worth clients both domestically and from all over the world entrust very significant amounts of assets to Switzerland’s IWMs; they are estimated to manage around SFr500 billion in assets under management - a figure which amounts to around 14% of all the client monies managed in the Alpine state.

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