Founded in 2016, the Alliance of Swiss Wealth Managers is a networking platform for larger wealth managers in Switzerland.
Why: Wealth managers are significant players in the Swiss financial services industry and are faced with similar challenges as the banks.
Goal: the Alliance of Swiss Wealth Managers facilitates a regular exchange of experience and know-how amongst its members and thus seeks to strengthen their position in a demanding environment.
The financial services sector in general and the wealth management business in particular have traditionally enjoyed a place of importance in the Swiss economy. Thanks to their continuity and independence and the continuity they are able to ensure in their relationships with clients, wealth managers enjoy the confidence of their customers.
The more extensive a client’s assets, the more important it is to minimise additional risk through diversification over a number of custody banks and jurisdictions. Diversification is one of the most important principles for the preservation of assets.
However, managing assets of clients' wealth across various banks in different countries is a major challenge and is one of the core competencies of an independent wealth manager. In accordance with the agreed risk profile, investment horizon and the desired investment objective of the customer, the asset wealth manager invests for the client with national and international banks and reports on a regular basis.
Employees of wealth managers are often former bank employees who have sought more independence in their decision making and more freedom in their working environment.
Company Details
- Employees
- 10
- Founded
- -
- Address
- Am Schanzengraben 23, P.o. Box 2822,switzerland
- Industry
- Non-Profit Organizations
- Website
- asv-aswm.ch
- Keywords
- Networking Platform.
- HQ
- Zurich, Zurich
Alliance Of Swiss Wealth Managers Questions
Alliance Of Swiss Wealth Managers's website is asv-aswm.ch
Alliance Of Swiss Wealth Managers's LinkedIn profile is https://ch.linkedin.com/company/asv-aswm
Alliance Of Swiss Wealth Managers has
10 employees.
View email and phone details for 10
employees at Alliance Of Swiss Wealth Managers.
Alliance Of Swiss Wealth Managers's industry is
Non-profit Organizations
Alliance Of Swiss Wealth Managers's top competitors are
Investir.ch,
Swiss Association Of Wealth Managers (Sam),
Allnews.ch, La Finance Suisse Dans L'e-Media,
Capital Y,
Von Graffenried Gruppe,
Avalor Investment Ag,
Cdr Capital,
Sphere The Swiss Financial Arena,
Prime Partners Sa,
Tramondo Investment Partners Ag.
Alliance Of Swiss Wealth Managers's categories are Non-profit Organizations
Alliance Of Swiss Wealth Managers's founding year is 2016
