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.
As a result, 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 disruptive platform gives Swiss Wealth Managers the opportunity to increase visibility
Our membership fee is disproportionate to individual campaigns
The transmitted Swiss Wealth Manager company profile is constantly checked manually.
All data is stored in Switzerland and is not used for marketing purposes.
Any success belongs to listed members – Match My Assets will not charge any introducer fee.
The platform is only available to Swiss Wealth Managers without a banking licence.
Private Banker 200MM+ Geneva/Switzerland
UHNWI 60MM+, Lugano/Switzerland
Semi-Retired Private Banker 500MM+ Basel/Switzerland