Private Banking

How does the private banking comparison tool work?

The service of is completely free of charge and complies with modern security and data protection guidelines. The independence guarantee applies to all comparisons. If you have any questions, please feel free to contact the team

Finding the right wealth management solution can be easy! helps you to find the right bank for your asset management or investment advisory needs in three easy steps. Compare private banking providers now.

1. Enter basic information.

  • Investment amount: Enter the amount you want to invest in CHF. Many investment services place high minimum asset requirements. Only service providers which match your investment amount will appear in comparison results.
  • Type of service: Choose between wealth management and investment advisory services. Investment advisory services provide consultation regarding investments but you make the final decision on how to invest. In the case of asset management, investment decisions are made by the bank on your behalf.
  • Risk strategy: Select your risk strategy. Most service providers offer a limited number of risk strategies. Risk strategy profiles are explained in detail here.
  • My country of residence: Select your country of residence. Only service providers which accept customers in your country of residence will be included in comparison results.
  • Current provider: If you already use an asset management or investment advisory service, you can select it here (if available). 

2. Compare offers.

  • Compare costs: Compare asset management or investment advisory services based on their costs. Past performance of service providers is not accounted for in the comparison. Find the exact basis of calculation here.
  • Compare criteria: You can filter comparison results to include only private banking services which meet specific criteria.
  • Request free quotes: Click on the “Free quote” button corresponding to a service to request a free quote.

3. Complete free quote request.

  • Enter your contact information and click on the “Send now” button to complete your request.