Comparison of independent asset managers in Switzerland

The expertise and reliability of the Swiss asset managers continue to be valued around the world.

What are independent asset managers?

Independent asset managers - also called «IAM», external asset managers or «EAM» - are independent from a bank. The client assets are still deposited in banks, the so-called deposit or custodian banks.

There are more than 2000 Swiss independent asset managers with an average of 3 – 4 employees. Many of them are one-person operations.

A majority of independent Swiss asset managers are members of a Swiss SRO (self-regulatory organisation) that especially pays attention to the abidance to the Swiss Anti-Money Laundering Act.

Unlike Swiss banks, independent asset managers are generally not subject to the Swiss Financial Market Supervisory Authority FINMA. However, the SROs are subject to the FINMA.

What does an asset management agreement consist in?

The asset management agreement between a Swiss asset manager and their asset management client must contain the following points: extent and competencies of the asset manager, investment objectives or restrictions, method and frequency of rendering of account.

Asset management: more information
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The choice of the proper asset manager
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Investing money in Switzerland

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