SWISE
How it works: Based on your briefing, your Wealth Officer issues a request for proposals to over 600 banks and asset managers. Through a structured process, and with the support of your Wealth Officer, you select the offer that best suits you and your goals. We call this «Find.».
Here you’ll find the latest updates on the portfolios from banks and asset managers, and you can filter them straight away to suit your preferences.
SWISE
Finpact
J. Stern & Co.
Dr. Pirmin Hotz VV
OLZ
J. Stern & Co.
Maerki Baumann & Co AG
Lapis Asset Management
Albin Kistler
Arete Ethik Invest AG
Albin Kistler
Lakefield Partners AG
Maerki Baumann & Co AG
J. Safra Sarasin
LLB (Schweiz) AG
Lakefield Partners AG
Arete Ethik Invest AG
LGT Bank (Schweiz) AG
JP Morgan Asset Management
OLZ
PROSPERIS
Lapis Asset Management
SZKB
DCP Client Partner
Dr. Pirmin Hotz VV
J. Safra Sarasin
Capital International Sàrl
PROSPERIS
Maerki Baumann & Co AG
J. Stern & Co.