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Swiss Wealth Managers Platform
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Swiss Wealth Managers without a banking license are mostly invisible despite the growing market share. The disruptive "Match My Assets" platform is now changing the traditional rules of the game. Primarily as some wealth managers only specialise in a few countries to provide their clients with a uniform service. "Find Your Wealth Manager" allows wealthy clients, change seeking private bankers and executive search firms to find the optimal Swiss wealth manager free of charge.
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Swiss Wealth Managers Platform
Advantages for Wealth Managers
The financial sector and, increasingly, Wealth Managers play an important role in the Swiss economy. As a result, the war for talent is on the rise.
With "Match My Assets", we are therefore creating a disruptive opportunity to position yourselves vis-à-vis traditional banks and to offer market transparency.
Increasing regulation will reduce the running cost advantage over traditional banks so that in future, Wealth Managers can only survive with additional sources of income.
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Platinum Members
Match My Assets was introduced to increase the visibility of Swiss asset managers without a banking license. Wealth Managers presented here have decided to use the Platinum Membership for maximum visibility.
Swiss Wealth Managers Platform
Testimonials
For over 40 years, I was a loyal private banker at a major Swiss bank. Meanwhile, my son also became a private banker. While he knew my closest clients and his descendants from his childhood, my bank rejected a "family-internal" transfer despite his wealth manager career. My country head wanted to divide my sizeable client book, promoting an internal solution. Within a short time, I found a client domicile matching independent wealth manager for myself and my son by searching on Match My Assets. My new employer even allows me to work flexible part-time after my official retirement age.
Match My Assets opened up a new market for me and my Private Banker clientele. Namely, it used to be impossible to find out which client domicile markets the 2,000+ wealth managers serve. Today, it only takes me a few seconds. While banks still pay hefty fees, the Wealth Managers show a much more entrepreneurial spirit in hiring private bankers with much shorter decision time.
Thanks to Match My Assets, it was possible for me to check the client domicile market of wealth managers in stealth mode and to contact them in a focused way. Today, I am a happy employee of a Swiss Wealth Manager in Geneva.
The Wealth Manager market has so far been opaque. In other words, it was impossible to check their market through a single website. With Match My Assets, I quickly found suitable Wealth Managers and subsequently contacted them independently. Today, I am a happy client of a Swiss Wealth Manager taking care of my several accounts and get a consolidated overview of my assets quickly.
