Independent Asset Manager (IAM)

An independent asset manager (IAM) is a wealth management service which is not operated by a commercial bank. The term is used synonymously with the term external asset manager (EAM).

Although independent asset managers are not banks, they make use of banking services like bank accounts and custody accounts to hold and invest their clients’ wealth.

In Switzerland there are more than 2000 independent asset managers. On average, there are only 3-4 employees per asset manager. You can find an overview at the relevant associations such as the Association of Swiss Asset Managers (VSV).

It is important that you take your time when choosing an independent asset manager and compare the costs and services of multiple IAMs before you settle on one.

More on this topic:
Interactive asset management comparison
Guide to choosing the right wealth manager

Expert Benjamin Manz
Benjamin Manz is CEO of and an independent expert on banking and finance.
Online trading brokers in comparison

Find the cheapest online broker now

Compare now
Trading platforms

Brokers with low fees

Swiss Broker

Saxo Bank Switzerland

  • Swiss online bank

  • Favorable prices stock trading

  • High account interest rates

Swiss Broker


  • Swiss online bank

  • No custody fees for stocks

  • Free market research and trading signals

Wealth managers in comparison

Find the most favorable wealth management now

Compare now for free
Request now without obligation

Choice of digital asset managers

Robo advisor

True Wealth

  • BLKB as partner and custody bank

  • Flat fee: 0.5% - 0.25%

  • Free test account

Robo Advisor


  • Digital asset manager

  • An offer from the bank CIC

  • Free test account

Digital asset management


  • Digital financial assistant

  • Free investment plan

  • Free test account

Request now without obligation

Swiss wealth managers

Digital Private Banking

volt by Vontobel

  • Access to Vontobel investment experts

  • Individually selectable investment products

  • Information without obligation

Robo advisor

Bank CIC cleverinvest

  • Digital asset manager

  • Flat fee of 0.5%

  • Already from CHF 1000

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible