The financial services sector in general and the Wealth Management companies, in particular, have traditionally enjoyed a place of importance in the Swiss economy. For this reason, the war for talents and wealthy clients is becoming increasingly challenging.
As a result, we at Match My Assets offer Swiss Wealth Managers without a banking license a collaboration platform that enables Swiss Wealth Managers to position themselves in the wealth management industry at a low membership fee.
In particular, this disruptive platform gives Swiss Wealth Managers the opportunity to increase visibility
Although, our membership fee is disproportionate to individual Swiss Wealth Manager campaigns
For this reason, Match My Assets constantly checks the submitted Swiss Wealth Manager company profiles.
Consequently, Match My Assets stores all your data in Switzerland and will not use them for marketing purpose.
Hence, only Swiss Wealth Managers without a banking license can register on Match My Assets.
Finally, any success belongs to listed Swiss Wealth Manager – Match My Assets will not charge any introducer fee.
Private Banker 200MM+ Geneva/Switzerland
UHNWI 60MM+, Lugano/Switzerland
Semi-Retired Private Banker 500MM+ Basel/Switzerland