Anonymous Wealth Manager Search

The production of Swiss Wealth Managers without a banking license is opaque.

We at Match My Assets change this by offering a platform that enables Wealthy Clients, Private Bankers, and Headhunters, to get a non-binding and free-of-charge access to the best-matching Wealth Managers based on your search.

Easy steps: Search, Select and Contact desired Wealth Manager

Advantages for Wealth Managers

The financial services sector in general and the Wealth Management companies, in particular, have traditionally enjoyed a place of importance in the Swiss economy. Consequently, the war for talents and wealthy clients is becoming increasingly challenging.

We at Match My Assets offer Swiss wealth Managers without a banking license a collaboration platform that enables them to position themselves in the wealth management market at a low membership fee.

  • This highly disruptive platform gives your company the opportunity to increase visibility
  • Our membership fee is disproportionate to individual campaigns
  • The transmitted company profile is constantly checked manually.
  • All data is stored in Switzerland and is not used for marketing purposes.
  • Any success belongs to you – we will not charge any introducer fee for our services.
  • The platform is only available to Swiss Wealth Managers without a banking license.

Platinum Members

The Match My Assets Platinum Membership was created to maximize visibility for Swiss Wealth Managers.

The following Platinum Members are committed to Match My Assets and represent some of the most successful Swiss Wealth Managers without a banking license.

Testimonial

For over 40 years, I was a loyal private banker at a major Swiss bank. My son also chose this profession, and while he knew my closest clients and his descendants since his childhood, I was not allowed to hand them over internally. My employer was strictly against such transfers and wanted to split my fairly big client book favoring an internal solution. Within a very short time, I found an independent wealth manager for myself and my son by using Match My Assets, who also allows me to work part-time after my official retirement age.

IMPORTANT: Match My Assets promotes the services of suitably authorized and FINMA/or SRO regulated wealth managers without a banking license. It does not itself, and will not, offer or provide any advise or legal reviews on any activities provided by the wealth manager (e.g. cross-border rule). Please read our legal note for further information.

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