Switzerland has an envied reputation as a world-leading wealth management and financial services hub. From exclusive private banks to titans of the commercial banking industry, the European nation has long been a favourite of wealthy individuals and those who service them.
It should therefore come as no surprise that for years, the Swiss approach to wealth management, built on discretion, strong regulation and personalised service, has made it a go-to destination for wealthy individuals around the world.
Explore the other rankings within the 2025 Spear’s Wealth Management Indices:
- Best UHNW Wealth Managers
- Best HNW Wealth Managers
- Best Wealth Managers: Jersey
- Best Wealth Managers: Guernsey
- Best Wealth Managers: Middle East
- Best Wealth Managers: Singapore
The advisers who are able to set themselves apart as among the best wealth managers in Switzerland demonstrate a winning combination of protecting their clients’ interests, adapting to a rapidly shifting professional landscape and pioneering innovative wealth protection and growth solutions.
The wealth managers featured below work with both high-net-worth and ultra-high-net-worth clients, offering tailored advice that covers everything from investments and tax planning to succession and long-term strategy.
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- Methodology
- Best wealth managers in Switzerland: some names to know
- Best wealth managers in Switzerland: the complete list
- Contact us
Methodology
Each year, the Spear’s Research Unit reassesses and refreshes its rankings of the leading providers in each sector by gathering data from and about the advisers and firms themselves, assessing submission forms, collating nominations, carrying out peer reviews, reviewing data from third-party sources, gathering references and recommendations, canvassing experts and conducting hundreds of interviews.
Advisers are evaluated using a proprietary scoring system that assigns different weightings to certain attributes. These scores feed directly into each new set of rankings in the Spear’s Indices. Each of these indices are published first online (according to the research calendar) and then in print. Print publication takes the form of the annual Spear’s 500 directory, which includes the top advisers in every index.
[See also: A guide to The Spear’s 500: Everything you need to know]
Each featured adviser is profiled on spears500.com. The site allows users to search the Spear’s database of more than 4,000 entities to find one (or more) to meet their specific requirements by filtering for specific attributes such as an adviser’s location, their specialist expertise and information about their client base.
Best wealth managers in Switzerland: names to know
Matthew Barrett
- Focus: UK and international clients
- Ranking: Recommended
- Firm: Bellecapital
‘We are less focused on assets than big banks are,’ says Matthew Barrett of Bellecapital. ‘We focus on service and performance which drives our revenue, not mere assets sitting on a balance sheet.’
The executive director joined the firm in 2022 and now advises a client base of finance professionals and newly successful entrepreneurs. While Barrett cut his teeth at Merrill Lynch and Barclays in the UK, he is now based in Zurich catering to HNWs moving to Switzerland amid changing tax rules in the UK.
Read Matthew Barrett’s full profile on Spears500.com
Omair Sattar
- Focus: Swiss banking with a global outlook
- Ranking: Recommended
- Firm: Vontobel
Omair Sattar is a managing director and senior adviser at Vontobel. ‘There are great banks out there that are doing great things, and everyone knows them,’ Sattar tells Spear’s. ‘And then there are some banks that have been quietly doing the same things just as well … And that’s Vontobel in a nutshell. It’s family-owned. It’s 100 years old. It’s very discreet.’
While Sattar’s book of HNW families may appreciate the closeness and discretion offered by Vontobel, the vast majority have actually followed him twice, from Barclays to Julius Baer and to Vontobel.
Read Omair Sattar’s full profile on Spears500.com
Maurice Ephrati
- Focus: Geneva and Monaco
- Ranking: Top Recommended
- Firm: Bedrock Group
Maurice Ephrati co-founded Bedrock Group along with three other investment specialists in 2004, with an ambition to create one of the first independent investment boutiques, providing global investment and advisory capabilities.
‘We wanted to share our skills and service expectations with not only our own families, but those of others with similar needs,’ Ephrati tells Spear’s. ‘Given that starting businesses was within our families’ DNA, we wanted to create something that became more than just a hub for exciting investment opportunities.’
Read Maurice Ephrati’s full profile on Spears500.com
Annelise Peers
- Focus: Complex international clients
- Ranking: Top Recommended
- Firm: Investec Bank
‘As an Anglo-Saxon bank with its roots in Sub-Saharan Africa, we are cognisant of the complexity of international clients with multiple touchpoints in different countries and jurisdictions,’ Investec Bank Switzerland’s client-facing CIO Annelise Peers tells Spear’s.
The firm’s business draws on its Swiss banking heritage and leverages Investec’s global resources and investment process to deliver ‘truly innovative international banking services’ and wealth management solutions.
Read Annelise Peers’s full profile on Spears500.com
Fella Khelifi-Arnulphy
- Focus: UHNWs and family offices
- Ranking: Top Recommended
- Firm: EFG International
The forward-thinking Fella Khelifi-Arnulphy is an impressive operator. Her career has spanned over two decades and includes portfolio management and advisory roles in the UK and Switzerland, with stints at UBP, Citi Private Bank and, now, EFG International, where she is head of advisory solutions for Monaco and the Middle East.
With a cosmopolitan background – she speaks Arabic, French and English – the Geneva-based adviser is well placed to advise UHNWs, family offices and institutional clients with interests spanning the globe.
Read Fella Khelifi-Arnulphy’s full profile on Spears500.com
Best wealth managers in Switzerland: the complete list
Contact us
- To apply for inclusion in The Spear’s 500, complete our submission form.
- For further information about rankings, please email research@spearswms.com; we aim to respond to all queries within two working days.
- For commercial enquiries and questions relating to enhanced profiles, please contact Commercial Director Shady Elkholy: shady.elkholy@spearswms.com
- To keep up to date with the Spear’s 500, subscribe to our magazine, newsletter and follow Spear’s on Linkedin and Instagram.
- If you have missed calendar deadlines for our research cycles in 2025, you can still register your interest for updates about upcoming research and rankings.
- Click here to order a print copy of The Spear’s 500.
