Swiss Wealth Managers Platform

Anonymous Wealth Manager Search

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

Finally, Match My Assets changes this by offering Swiss Wealth Managers a collaboration platform. In other words, the Match My Assets platform 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 Managers 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. 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.

VISIBILITY

In particular, this disruptive platform gives Swiss Wealth Managers the opportunity to increase visibility

COST-EFFICIENT

Although, our membership fee is disproportionate to individual Swiss Wealth Manager campaigns

DATA QUALITY

For this reason, Match My Assets constantly checks the submitted Swiss Wealth Manager company profiles. 

DATA HOSTING 

Consequently, Match My Assets stores all your data in Switzerland and will not use them for marketing purpose. 

RESTRICTED

Hence, only Swiss Wealth Managers without a banking license can register on Match My Assets. 

NO INTRODUCER FEE

Finally, any success belongs to listed Swiss Wealth Manager – Match My Assets will not charge any introducer fee.

Swiss Wealth Managers Platform

Platinum Members

In particular, the Match My Assets Platinum Membership was created to maximise visibility for Swiss Wealth Managers.

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

Find your Swiss Wealth Manager on Match My Assets

Swiss Wealth Managers Platform

Testimonials