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Private Banks and Family Offices in Switzerland Database

Published by: Highworth Research Ltd.

Published: Sep. 25, 2009


Table of Contents


Please Note: Due to the brevity and/or nature of the content posted, there is no table of contents available for this report.

Abstract

A valuable new database for those wishing to do business with the wealth management companies in Switzerland

This report provides 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. Over 360 Wealth management companies covered (incl):
  • 210 private banks, including private banks with family offices
  • Over 90 single and multi-family offices
  • 50 larger private client asset managers
    • . 2350 management contacts provided
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
  • Minimum net worth required from clients
  • Total assets, profits and assets under management
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
  • Allows download to Excel of management names classified by job title
  • Allows download to Excel of wealth management institutions and their assets under management
  • Provides indicators of the asset protection, investment management, and fiduciary services provided by each institution
  • Online publication with frequent updates
    • Subscribers receive a user name and password login for the website home page which gives them access to the online database.


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