Swiss Wealth Manager Platform

Anonymous Wealth Manager Search

The industry of Swiss Wealth Managers without a banking license is opaque.

Match My Assets changes this by offering a collaboration platform that enables Wealthy Clients, Private Bankers, and Headhunters, to get non-binding and free-of-charge access to the best-matching Swiss Wealth Managers based on your search parameters.

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Swiss Wealth Manager Platform

Advantages for Wealth Managers

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.

VISIBILITY

This disruptive platform gives Swiss Wealth Managers the opportunity to increase visibility

COST-EFFICIENT

Our membership fee is disproportionate to individual campaigns

DATA QUALITY

The transmitted Swiss Wealth Manager company profile is constantly checked manually. 

DATA HOSTING 

All data is stored in Switzerland and is not used for marketing purposes.

NO INTRODUCER FEE

Any success belongs to listed members – Match My Assets will not charge any introducer fee.

RESTRICTED

The platform is only available to Swiss Wealth Managers without a banking licence. 

Swiss Wealth Manager Platform

Platinum Members

The Match My Assets Platinum Membership was created to maximise visibility for Swiss Wealth Managers.

Above all, Platinum Members are committed to Match My Assets and represent some of the most successful Swiss Wealth Managers without a banking license.

Find your Wealth Manager on Match My Assets

Swiss Wealth Manager Platform

Testimonials

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