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Private Banks and Family Offices in Switzerland
Highworth Research Ltd
A major new publication for those with an interest in onshore and offshore wealth management
The wealth management industry in Switzerland has had its high profile casualties from the credit crunch but the majority of Swiss private banks and multi family offices have so far escaped serious harm from the global financial crisis. The database is continously updated.
This new publication is the most comprehensive guide available to the companies in Switzerland which comprise the wealth management industry. Data about each wealth management institution is presented in a consistent structure, allowing easy comparison and benchmarking. No institution has paid for its entry in the database, ensuring objectivity of approach.
- 350 wealth management companies covered
- 210 private banks, including private banks with family offices
- Over 90 single and multi-family offices
- 50 larger private client asset managers
Key data provided
- Identification of the institution and its contact details
- Parent company, subsidiaries and major additional offices
- Profile of its wealth management business
- Directors and senior management names and job titles
- Wealth management services offered in private banking, asset protection, investment management, fiduciary services
- Minimum net worth required from clients
- Total assets, profits and assets under management
- - (Information may vary between institutions depending on the level of disclosure)
Benefits of the database:
- Most comprehensive reference source yet available for the Swiss wealth management industry
- Identifies and provides key details about almost all Swiss private banks
- Identifies and provides details about a significant number of family offices, and larger private client asset managers
- Presents key data in a form which allows easy comparison between institutions
- Provides indicators of the asset protection, investment management, and fiduciary services provided by each institution
- Choice of online publication with weekly updates, or printed publication with annual updates
- The online version has frequent updates, easy to use search functions, and data download to Excel of search results for management names or wealth management companies
- - (all search functions and download search results to Excel).
Product samples
A sample for this product is available. Please Login/Register to download this sample.
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