Switzerland stands for economic and political stability. The strong Swiss Franc is a sign therefore.
Find an overview of qualified independent Swiss asset managers, family offices and all significant Swiss banks on assetinum.com. You have diverse possibilities in the interactive Swiss asset manager index by assetinum.com:
Independent asset managers: also called «IAM», external asset managers or «EAM». Independent Swiss asset managers are «independent» from a bank. The client assets are still deposited in banks, the so-called depositary banks. There are more than 2,500 independent asset managers with an average of 3 – 4 employees. Many of them are also one-person operations.
SRO: self-regulatory organisation. A majority of independent Swiss asset managers are members of a Swiss SRO that especially pays attention to the abidance to the Swiss Anti-Money Laundering Act.
FINMA: Swiss Financial Market Supervisory Authority. Unlike Swiss banks, independent asset managers are generally not subject to FINMA. However, the SROs are subject to FINMA.
Asset management agreement: agreement between a Swiss asset manager and their asset management client. Among others, it must contain the following points: extent and competencies of the asset manager, investment objectives or investment restrictions, method and frequency of rendering of account