List of the 200 largest asset & wealth managers Switzerland [2023]

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Features of ResearchgermanyContains the 200 largest asset & wealth managers in Switzerland incl. indication of the client groups served (private clients, institutional clients, foundations, family offices).

Excellent level of detail: ranking from A to C by asset manager size, focus by client groups, real estate investments/advice (yes/no), general contact details, management names, etc.

Last update: 27.03.2023. Free preview available on request via contact [at] or live chat.

Only with us: High-quality lists thanks to manual data maintenance by our experienced research team in Munich. Boutique research instead of unchecked crawler data.

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wealth managers zurich geneva bern

List of the 3 largest asset managers in Switzerland

Below we present three different Swiss asset managers from our list. These are characterized by particular expertise and high assets under management.

1. UBS Asset Management (Zurich)

Zurich-based bank UBS is also home to the largest Swiss asset management firm and one of the largest in the world.The bank was founded in Winterthur in 1862.Today, Asset Management manages over CHF 1,000 billion for clients around the world.In addition to customized funds, ETFs and multi-asset strategies, UBS also offers numerous investment opportunities in real estate to its clients.

Update 2023: Due to the financial collapse of Credit Suisse and the subsequent emergency merger, UBS’s overall position will sustainably strengthen – especially in its core business of wealth management for wealthy private clients. With the equivalent of $3.4 trillion in assets under management, UBS will also become the second-largest private bank in the world; only Morgan Stanley is larger. In addition, the new UBS will also become the largest player in wealth management in key growth markets such as Southeast Asia and the Gulf region.

2. Pictet (Geneva)

The second-placed Pictet Group – in detail: “Banque Pictet & Cie SA” – also has its origins in a private bank. The Geneva-based asset management company manages over CHF 260 billion. About one-fifth of its employees are active in asset management. It operates 22 branches worldwide. Pictet also offers alternative investments and dedicated HNWI management in addition to traditional investments and funds.

3. Julius Baer (Zurich)

In third place, we list Zurich-based private bank Julius Baer, with over CHF 400 billion in assets under management. The bank was founded in 1890 – and now offers numerous wealth management services. Julius Baer also offers services in various asset classes. In 2022, the wealth management and private bank announced that a record profit was achieved in the past year.

Picture source: Bernard Hermant via Unsplash (23.08.2023)

wealth managers switzerland

Database of the largest Swiss asset managers

Based on extensive market analyses, Listenchampion’s research team has compiled a comprehensive overview of the most important Swiss asset managers. The database can be easily downloaded as an Excel file directly after purchase and filtered, sorted and edited according to individual needs. Lead generation for finance professionals has never been easier. The list includes both large asset managers and smaller asset managers that focus on specific client groups and asset classes. The spectrum ranges from UBS Asset Management and Vontobel to smaller companies such as Zurich-based 3V Asset Management. Thus, the overview is suitable for clients of all types and sizes to identify the appropriate contacts. Thanks to the information contained on the client groups (private clients, institutional clients, foundations, family office consulting), it is easy to find the right asset managers for your project. In some cases, the database also contains information on assets under management.

Our list is trusted by banks, fund managers, consultancies and co.

Asset managers and investment advisors are relevant partners for fund managers, private banks, consultancies and other investment professionals. With our address database, sales managers and investment managers from different industries can focus on approaching the right asset managers and do not have to spend hours on research. In this way, we have already been able to help numerous clients with successful lead generation and contribute to the establishment of sustainable business relationships.Our clients include Swiss companies as well as companies from Germany or other European countries. Private clients and wealthy families have also used our list to find the right manager for their assets.

Included columns and information

  • Contact information (company name, address, e-mail address, phone number, management)
  • Client group information (institutional clients, private clients, family office services)
  • Real Estate activity (yes/no)

Picture source: Austin Distel via Unsplash (23.08.2023)

asset management companies

Swiss Wealth Management Firms Serve International Clients

Switzerland is known for its first-class asset managers around the world and attracts many investors from abroad. In addition to family offices, wealth management firms are particularly relevant in this regard. Of these, there are a number of notable players not only in Zurich and Geneva, but throughout Switzerland. However, the Swiss asset management market is difficult to survey, so we have compiled an overview of the most important players. Especially for fund managers our list is optimal to get an overview of the biggest asset managers and to contact potential partners directly. The overview of the largest asset managers Switzerland allows an effortless entry into the world of asset management.

The country with the highest density of asset management firms

Hardly any other country has more asset management firms than Switzerland. Especially in Zurich and Geneva, there are numerous asset managers that either cooperate with the well-known Swiss private banks or operate independently. Clients from other European countries have been relying on the experience of Swiss financial experts for years. Listenchampion’s research team continuously monitors the Swiss market, identifies the most important players and completes the database accordingly. Our customers benefit from free updates within one year of purchasing the product. This means that you can work with the latest version and have access to updated contact data and additional entries.

Picture source: Barth Bailey via Unsplash (23.08.2023)


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We are looking forward to help you in case of any questions, remarks and individual requests. Feel free to get in touch via email, live chat or phone. We can also offer you package prices and can create individual lists.


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