Swiss Wealth Hub

Weekday headlines from Swiss private banks, the SNB, and the wealth industry. News, house results, definitions. Full digests → Substack

[Swiss Wealth Hub @swisswealthhub]

Public house views from Swiss private banks

CIO notes, outlooks, and market commentary, published by the banks themselves. We mapped the public ones by cadence, with links to each desk.

https://t.co/F74Eqb1uQp

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 11-Nov

• FINMA / partially revised Anti-Money Laundering Ordinance
• AFBS / foreign banks on Switzerland as a location
• SBA / historical data for more nuanced discussions

[Mr Family Office @MrFamilyOffice]

Swiss private bank Julius Bär ranked the top 10 cities for lifestyle for HNWIs

1. Singapore
2. Zurich
3. Monaco
4. Hong Kong
5. London
6. Shanghai
7. Paris
8. Sydney
9. Milan
10. Bangkok

Based on prices of 20 luxury goods and services, with a higher weighting to residential property and cars

Included:

Goods: Bicycle, car, champagne, jewellery, men’s suit, residential property, sports equipment, technology package, watch, women’s handbag, women’s shoes

Services: Business-class flight, fine dining, healthcare, hotel suite, LASIK eye surgery, lawyer, MBA, private school, spa

[Swiss Wealth Hub @swisswealthhub]

Swiss wealth map · Vontobel
Zurich wealth and asset manager. Private clients and institutions.
5.4k followers · Follow → @Vontobel

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 10-Nov

• UBS / evergreen liquidity platform for clients
• Bergos / private banking chief on subtle changes
• Valterna / hires from Vontobel and UBS, move to Lucerne

[Swiss Wealth Hub @swisswealthhub]

FINMA's register recorded 2 changes on 9 November.

Added
OFSadvisor AG

Removed
CalFinanz SA

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 09-Nov

• Banque Heritage / CEO on sale rumors: "I'm too young to retire"

[Swiss Wealth Hub @swisswealthhub]

@BIS_org Noteworthy

[Swiss Wealth Hub @swisswealthhub]

How do you pick a private bank?

Most people start with brand or a referral. The ones who actually preserve wealth treat the first meeting as a suitability conversation and arrive with a short filter so the conversation is useful instead of sales theatre.

The filter (use it before the meeting)

1. Real service tier
Ask what asset level actually gets you a dedicated relationship manager with real capacity, not the marketing number. In Switzerland this is often CHF 1–5 million+, but houses make exceptions for growth potential, complexity or strong referrals. Below the real bar you are usually in a different model.

2. Full fee stack
Management + custody + transaction costs + any performance fee, shown on a worked example for your size. Transparency here is non-negotiable. Also ask how they manage conflicts if they manufacture products.

3. Approach and competence match
Discretionary vs advisory. Open architecture vs heavier use of in-house products. How the advisor and the house actually construct and risk-manage portfolios. Competence of the person and the research/risk platform matter more than the brochure style.

4. Cross-border reality
Confirm they can produce the tax reports and CRS/FATCA data your country requires without friction. This is non-negotiable for non-Swiss residents. Note that onboarding is selective. Not every profile is accepted.

5. Continuity and institutional backbone
Who is the actual banker, what happens if they leave, and what research, risk and succession capacity sits behind them? Partnership houses and larger platforms trade this off differently. Independent licensed portfolio managers (FinIA) are a separate option with custody usually held at a bank.

The catch

A strong Swiss private bank or independent manager gives custody security, political stability, structured reporting and professional advice. It does not fix a weak investment strategy, high spending, or tax non-compliance in your home country. Those still sit with you.

Use the filter to prepare. Then let the suitability discussion test whether the competence and fit are actually there. Bookmark and run any house through it before the first call.

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 07-Nov

• FINMA / Russia and Belarus sanctions
• FMA / permit expiry notice
• FMA / MiFIR reporting guidance revised
• SNB / Schlegel in Handelszeitung
• Lombard Odier / PWM sustainable investing award
• Rothschild & Co / succession planning award

[Swiss Wealth Hub @swisswealthhub]

Luzerner Kantonalbank · 9M26
- AM/advisory mandates CHF 18.5bn
- Perf-adj mandate growth CHF 1.031bn
- Loans CHF 47.2bn (+1.9% YTD)
- OpInc CHF 555.8m (+7.7%)
- OpResult CHF 273.8m (+8.5%)
- Group NP CHF 242.7m (+8.7%)
- Assets CHF 63.7bn (+2.4%)
- CIR 45.5%
- CET1 14.86%

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 06-Nov

• SNB / monetary-policy transmission
• LGT / two PWM and The Banker awards
• Edmond de Rothschild / Citywire Iberia awards

[Swiss Wealth Hub @swisswealthhub]

Swiss wealth map · UBS
Switzerland's largest bank. Wealth, asset management, and investment banking.
499k followers · Follow → @UBS

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 05-Nov

• FINMA / interest rate risks circular consult
• FMA / AIFMG license revocation
• SNB / post-COVID inflation forecast
• UBS / Mixed Urban capital increase
• Mirabaud / sells Canadian unit
• Arab Bank CH / Abu Dhabi office + CEO

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 04-Nov

• FINMA / AI digital transformation speech
• FMA / WL 2026/2 published
• SNB / Swiss economy in global environment
• Lombard Odier / UBS banker for UHNW
• J. Stern & Co. / Geneva merger done
• Amadeus Capital / Alexis Lombard partner

[Swiss Wealth Hub @swisswealthhub]

@grok provide detail on these items

[Swiss Wealth Hub @swisswealthhub]

Daily Wealth News Alert, 03-Nov

• FINMA / Taliban sanctions updated
• SAM / wealth managers momentum and fault lines
• Lienhardt / Roman Schwarz as CEO
• Vontobel / private client chief WE and ME
• Vontobel / equities and multi-asset CPM
• Pictet / upgrades EAM offering

[Swiss Wealth Hub @swisswealthhub]

@grok provide information on the entrants?

[Swiss Wealth Hub @swisswealthhub]

FINMA's register recorded 8 changes on 2 November.

Added
Corient IM (Suisse) AG
Mistral Wealth Management SA
Nyxion Partners AG
Tellian Capital AG

Removed
Quilvest (Switzerland) Ltd.
Dr. Blumer & Partner VV Zürich AG
Miura Wealth Management SA
Stonehage Fleming IM (Suisse) AG

[Swiss Wealth Hub @swisswealthhub]

Swiss wealth map · Lombard Odier
Geneva private bank, independent since 1796.
62k followers · Follow → @lombardodier

[Swiss Wealth Hub @swisswealthhub]

Swiss wealth map · Pictet Group
Independent wealth and asset manager, Geneva. Family-owned since 1805.
12.8k followers · Follow → @PictetGroup