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, this European nation has long been a favourite of wealthy individuals and those who service them.
Part of the Spear’s Wealth Management Indices 2024. See also:
- Best UHNW Wealth Managers 2024
- Best HNW Wealth Managers 2024
- Best Wealth Managers: Jersey
- Best Wealth Managers: Guernsey
- Best Wealth Managers: Hong Kong
- Best Wealth Managers: Liechtenstein
- Best Wealth Managers: Luxembourg
- Best Wealth Managers: Monaco
- Best Wealth Managers: Singapore
The advisers who are able to set themselves apart as among the best wealth managers in Switzerland are able to 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 serve both HNW and UHNW clients.
Best wealth managers in Switzerland: names to know
There are nine advisers named in this regional index, including six Top Recommended and three Recommended advisers. Discover the complete index at Spears500.com.
Lucie Collaud, Top Recommended
Firm: Pictet Wealth Management
A qualified solicitor, Collaud was a counsel at Montfort Capital Partners, a multi-family office in Dubai, for more than three years before swapping the bar for wealth management. In 2018 she joined Pictet’s Geneva offices, where she specialises in cross-border estate planning for private clients with a UK-nexus, as well as those throughout Western Europe, the Middle East and CIS regions.
Content from our partners
Read Lucie Collaud’s full profile on Spears500.com
Andreas Feller, Top Recommended
Firm: Rothschild & Co
In April 2022 Feller left Julius Baer to join Rothschild & Co as head of Swiss onshore and deputy head of private banking, Zurich. His remit is to ‘oversee and develop the Swiss onshore teams in Zurich and support the continued growth of Rothschild & Co’s client base in the German-speaking part of Switzerland’.
Read Andreas Feller’s full profile on Spears500.com
Methodology
In selecting and ranking wealth managers in Switzerland, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face, and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.
Best wealth managers in Switzerland: the complete list
Click on the individual names to be directed to more detailed profiles of each adviser on The Spear’s 500 website. The table is ordered by ranking and then alphabetically by surname.
Find out more
To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here. If you are an adviser featured in an index and would like to update your profile or provide additional information, please email research@spearswms.com. If you are not featured but would like to be, please fill out our form.
