Choose your private bank on real data: fees, performance, negotiated terms.
From 1 million CHF/EUR/USD
Assess your current wealth manager, or select the right one
Access the whole market, compare on identical terms
- Costs
- Performance
- Management skills
- Service quality
An institutional method applied to your private wealth.
We structure the selection process, analyse the proposals and negotiate the terms on your behalf. Then, for 12 months, we monitor the results: we stay by your side after the account is opened.
0 retrocessions
0 commissions from the selected institutions
You are our only client
Our aim: the savings negotiated on your fees cover all or part of our fee from the first year. The right wealth manager, in turn, counts for every year after.
Why is it so hard to assess a wealth manager?
Information hard to access, and complex to analyse.
A vast, segmented market
More than 80 private banks, 14 cantonal banks and nearly 1'300 independent wealth managers make up the Swiss market.
We identify the firms best suited to your profile and consult them through a request for proposals.
Unclear and sometimes high pricing
Management, custody and transaction fees, currency-exchange margins, in-house product charges, sometimes with flat minimums: so many components that make the real cost hard to pin down.
We reconstruct the total cost according to your profile and assets, then negotiate the most suitable terms.
Investment skills that are hard to compare
Performance depends on many factors — investment universe and process, strategic allocation, active or passive management, security selection, currency effects… — whose respective impact is hard to isolate.
We analyse the risk-adjusted sources of performance, and assess the investment team and process.
Service quality that is rarely measured
Beyond financial criteria alone, other aspects matter just as much: the team's availability and stability, quality of advice, access to specialists, credit solutions, e-banking functionality, clarity of reporting.
We compare each institution's ability to sustain, over time, the services that truly matter to you.
We give you access to the market and apply a rigorous method to compare offers on a like-for-like basis, then track results over time.
Diagnose. Select & Negotiate. Monitor.
A transparent, conflict-free process to turn private banking selection into a structured, comparable and monitored decision.
Diagnose
We clarify your investment objectives and risk profile before assessing your current banking setup.
02.Select & Negotiate
We tender across all eligible wealth managers, select the right private bank with you, and negotiate terms.
03.Monitor
We track performance, costs, risk and service quality with consolidated online reporting across all providers.
Insights & perspectives.
Private bank or independent asset manager in Switzerland: understanding the two models.
Read article →Evaluating your private bank in Switzerland: fees, performance and soundness.
Read article →The RFP process in private banking: how an independent advisor negotiates on your behalf.
Read article →