Our USP's

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Focus Swiss Wealth Management​

First and only association dedicated to Swiss Wealth Management and its disagregation in a holistic approach.

Holistic approach on wealthy client

First and only association dedicated to Swiss Wealth Management and its disagregation in a holistic approach.

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Consolidation of the wealth view

Summarizes all views of banks and wealth managers and makes them available to all members. Also validates the views/hypotheses live on the market.Validiert entsprechend auch die Sichten/Hypothesen live am Markt.

Independent & non-profit association

The only association that allows members to reduce costs while increasing innovation (time, cost and market-approved) without revenue targets

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100% customer view​

100% Focus on wealth management clients (not technology or banks) and their needs (current and emerging).

Market relevance

THOUGHT LEADERSHIP

  • Exclusive access to Insides, Knowledge Library, etc.: Access to the web member portal with exclusive Insides, Libraries and Knowledge-Nuggets
  • Trend Radar for Wealth (Business Focus): First Trend Radar with Swiss Wealth Management Focus

COMMUNITY & CONNECT

  • Exclusive access to experts & universities: Easy access to universities, experts per topic
  • Exclusive access to existing ecosystems: Access to existing and productive ecosystems. Regular informal and formal exchange (roundtables, public events/meetups)
ADVOCACY
  • 100% political commitment to Swiss Wealth Management: First association to be politically committed exclusively to Swiss Wealth Management
  • Political and Economic Impact in Wealth: An association that has an effective political and economic impact in the topics of wealth management and wealth & Swiss banking
MAKE & BUILD
  • Identification and testing of new value streams: Clear focus on identification and testing of new value streams (brainstorming to market launch)
  • No discussion club, but hands-on oriented association of doers: development of new approaches over the entire cycle, from brainstorming to market validation and introduction