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  • Best Wealth Managers 2023

    Best Wealth Managers 2023

    This article was published in March 2023 and shows the performance of wealth managers in 2022 and before. In the meantime, the article on Best Wealth Managers 2025 has been published, in which the performance up to and including 2024 is discussed.

    In collaboration with the finance magazine BILANZ we award the best Swiss wealth managers every year. The awards are based on the measured Sharpe ratio: this key figure reflects the risk/return ratio of investment strategies. The awards for 2023 take into account the performance of wealth managers in 2022 and previous years.

    The German company firstfive, which is represented in Switzerland by FinGuide, specializes in performance controlling. firstfive tracks existing client portfolios of Swiss wealth managers in parallel on its own system. All transactions carried out by the wealth managers are also booked with firstfive. This creates the only data basis that enables one hundred per cent unbiased performance comparisons. All performances shown are net, i.e. all costs have already been deducted.

    The ‘Wealth Manager of the Year’ award is presented to the providers who have achieved the highest Sharpe ratios in three of the four risk classes.

    Which were the best providers? Find the answer in the article on the best wealth managers 2023 (in German) in the March 2023 issue of BILANZ.

    If you are interested, we also recommend our comprehensive information on investing money in Switzerland. You can find out more about how FinGuide can help you identify the right wealth manager for you on our homepage.

  • Find the Right Wealth Manager With an Algorithm

    Find the Right Wealth Manager With an Algorithm

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]%3Cp%3EIn%20today&squot;s%20Tages-Anzeiger%2C%20a%20supplement%20dives%20deeper%20into%20the%20topic%20%E2%80%98Future%20of%20Finance%20and%20Investments%E2%80%99.%20FinGuide%20was%20asked%20to%20contribute%20an%20article.%20We%20decided%20to%20address%20one%20of%20our%20core%20topics%3A%20%E2%80%98Find%20the%20right%20wealth%20manager%20with%20an%20algorithm%E2%80%99%20We%20shed%20light%20on%20the%20possibilities%20and%20limitations%20of%20using%20an%20algorithm%20in%20an%20opaque%20market%20with%20limited%20data.%3C%2Fp%3E%0A%3Cp%3EFinGuide%20has%20demonstrated%20over%20the%20past%20five%20years%20that%20we%20can%20add%20substantial%20value%20for%20our%20clients%20with%20an%20algorithm.%20However%2C%20FinGuide%20customers%20know%20that%20the%20algorithm%20is%20only%20one%20stage%20in%20the%20process%20of%20selecting%20the%20best%20wealth%20manager.%20The%20decisive%20factor%20is%20the%20combination%20with%20personal%20advice.%3C%2Fp%3E%0A%3Cp%3EYou%20can%20find%20the%20text%20below%2C%20%3Ca%20href%3D%22https%3A%2F%2Fwww.finguide.ch%2Fwp-content%2Fuploads%2F2023%2F02%2FBR_FinGuide.pdf%22%20target%3D%22_blank%22%20rel%3D%22nofollow%20noopener%22%3Ehere%20is%20the%20link%3C%2Fa%3E%20to%20the%20article%20(in%20German)%20in%20the%20layout%20of%20today&squot;s%20supplement.%20Would%20you%20like%20to%20find%20out%20more%20about%20our%20services%3F%20Find%20out%20more%20on%20our%20%3Cstrong%3E%3Ca%20href%3D%22https%3A%2F%2Fwww.finguide.ch%2Fen%22%3Ehomepage%3C%2Fa%3E%3C%2Fstrong%3E.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Cp%3EAlgorithms%20need%20data.%20FinGuide%20utilizes%20an%20algorithm%20to%20find%20the%20most%20suitable%20wealth%20manager%20for%20customers%20in%20an%20opaque%20market.%3C%2Fp%3E%0A%3Cp%3EWhether%20in%20social%20media%2C%20Spotify%20or%20Google%3A%20algorithms%20analyze%20our%20behavior%20and%20make%20suggestions%20for%20content%20that%20suits%20us.%20The%20larger%20the%20amount%20of%20data%20processed%2C%20the%20more%20precise%20the%20suggestions.%20The%20Swiss%20company%20FinGuide%20has%20been%20using%20an%20algorithm%20for%20five%20years%20to%20identify%20the%20right%20wealth%20manager%20for%20investors.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Ch3%3EAnalysis%20and%20Data%20Collection%3C%2Fh3%3E%0A%3Cp%3ESwiss%20private%20banking%20is%20opaque.%20There%20is%20hardly%20any%20usable%20data%20on%20the%20websites%20of%20private%20banks%20and%20independent%20wealth%20managers.%20FinGuide%20has%20teamed%20up%20with%20firstfive%20AG%20to%20track%20down%20providers%20that%20offer%20their%20clients%20substantial%20added%20value.%20The%20core%20competence%20is%20the%20detailed%20analysis%20of%20performances%20and%20costs%20of%20investments.%20For%20providers%20who%20do%20not%20have%20their%20services%20analyzed%20by%20firstfive%2C%20FinGuide%20performs%20the%20analysis.%20Those%20who%20pass%20the%20performance%20test%20are%20checked%20for%20fair%20business%20practices%20in%20the%20next%20step.%20In%20particular%2C%20this%20involves%20weeding%20out%20those%20who%20work%20with%20hidden%20costs.%20Banks%20and%20independent%20wealth%20managers%20that%20also%20pass%20this%20test%20can%20be%20included%20on%20the%20FinGuide%20platform.%20Their%20offering%20and%20various%20key%20figures%20are%20recorded%20in%20detail.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Ch3%3EMatching%3C%2Fh3%3E%0A%3Cp%3EInvestors%20looking%20for%20a%20suitable%20wealth%20manager%20can%20provide%20their%20needs%20on%20the%20FinGuide%20website.%20FinGuide%20has%20developed%20a%20catalogue%20of%20questions%20for%20this%20purpose%20and%20refined%20it%20over%20the%20years.%20Once%20the%20needs%20have%20been%20recorded%20online%2C%20the%20algorithm%20searches%20for%20the%20best%20possible%20matches%20with%20the%20provider%20data.%20However%2C%20FinGuide%20offers%20more%20than%20just%20data%20analysis%3A%20the%20results%20of%20the%20matching%20process%20are%20analyzed%20in%20more%20detail%20in%20a%20free%20of%20charge%20personal%20meeting%20and%20customers%20receive%20all%20the%20information%20they%20need%20about%20the%20providers%20in%20question.%20The%20aim%20of%20the%20meeting%20is%20to%20identify%20the%20two%20wealth%20managers%20best%20suited%20to%20the%20individual&squot;s%20needs.%3C%2Fp%3E[/artlgnc_builder_page_widget][/artlgnc_builder_page_container][artlgnc_builder_page_container 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]%3Ch3%3EDecision%3C%2Fh3%3E%0A%3Cp%3EAfter%20the%20FinGuide%20advisory%20process%20which%20focuses%20on%20facts%20and%20figures%2C%20the%20next%20step%20is%20for%20interested%20parties%20to%20get%20to%20know%20their%20potential%20advisors%20personally%20by%20meeting%20with%20their%20recommended%20top%20two%20providers.%20The%20focus%20here%20is%20on%20whether%20their%20needs%20are%20understood%20and%20whether%20a%20relationship%20of%20trust%20is%20established.%20The%20client%20then%20decides%20on%20whether%20they%20would%20like%20to%20enter%20into%20a%20new%20business%20relationship%20with%20the%20providers.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Ch3%3EBusiness%20Model%3C%2Fh3%3E%0A%3Cp%3EAdvice%20from%20FinGuide%20is%20free%20of%20charge%20and%20yet%20independent.%20If%20FinGuide%20is%20able%20to%20identify%20a%20suitable%20wealth%20manager%20for%20clients%2C%20the%20wealth%20manager%20will%20pay%20a%20fee.%20The%20remuneration%20is%20exactly%20the%20same%20for%20all%20providers.%20This%20means%20that%20there%20are%20no%20incentives%20to%20steer%20clients%20towards%20a%20particular%20wealth%20manager.%20The%20minimum%20assets%20required%20to%20use%20the%20service%20are%20CHF%20500%2C000.%3C%2Fp%3E[/artlgnc_builder_page_widget][/artlgnc_builder_page_container][/artlgnc_builder_page_section]

  • Mit einem Algorithmus zum passenden Vermögensverwalter

    Mit einem Algorithmus zum passenden Vermögensverwalter

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  • Mit einem besseren Vermögensverwalter ins neue Jahr

    Mit einem besseren Vermögensverwalter ins neue Jahr

    Die gestrige SonntagsZeitung erschien mit der Beilage “Ausblick 2023”. Darin finden sich die Themen Digitalisierung, Elektromobilität, Nachhaltigkeit und Finanzen. FinGuide durfte darin den innovativen Ansatz, wie man heute den passenden Vermögensverwalter identifiziert, vorstellen. Unser Titel lautete saisongerecht “Mit einem besseren Vermögensverwalter ins neue Jahr”.

     

    Mit einem besseren Vermögensverwalter ins neue Jahr

    Fast alle Anleger haben im Jahr 2022 auf Ihren Anlagen Verluste erlitten. Die meisten sind der Meinung, in einem solchen Zeitpunkt sollte der Vermögensverwalter nicht gewechselt werden: Zu Unrecht.

    Vermögensverwalter haben ihren Kunden eingebläut, bei Verlusten ihre Anlagen nicht zu verkaufen. Das ist richtig. Allerdings bedeutet es nicht, dass ein Verbleib beim aktuellen Anbieter sinnvoll ist. Die Unterschiede zwischen den Anbietern sind gross und ein Wechsel kann sehr viel bringen.

     

    Intransparenz

    Das Schweizer Private Banking ist intransparent. Wer hat welche Renditen erzielt? Wie viel kostet die Vermögensverwaltung? Welche Beratungsdienstleistungen werden angeboten? Wie hoch ist der Mindestbetrag? Webseiten von Privatbanken und unabhängigen Vermögensverwaltern beantworten diese Fragen nicht. Die Intransparenz schützt ungenügende Anbieter vor den Marktkräften.

     

    Kundenbedürfnisse

    Die wenigsten Anleger wissen genau, wie ihr Geld angelegt werden soll. Dennoch sind die Bedürfnisse sehr unterschiedlich. Den einen sind transparente Preise und günstige Kosten wichtig, während andere mehr auf Nachhaltigkeit oder Renditen nach Kosten achten. Bei FinGuide können auch Kunden ohne Fachwissen ihre Bedürfnisse einfach erfassen.

     

    Das Angebot von FinGuide

    FinGuide unterzieht Privatbanken und unabhängige Vermögensverwalter strengen Prüfungen. Wer diese besteht, kann auf die FinGuide-Plattform aufgenommen werden. Die wichtigsten Kriterien sind dabei Leistungsfähigkeit und Fairness. Wer einen passenden Vermögensverwalter sucht, erfasst online seine Bedürfnisse. FinGuide gleicht diese mit den Daten der geprüften Anbieter ab. In einem ausführlichen Beratungsgespräch werden die Resultate besprochen und die Bedürfnisse vertieft. Vor dem Entscheid lernen die FinGuide-Kundinnen und Kunden ihre potenziellen persönlichen Berater kennen, um sich ein optimales Bild machen zu können.

    Die Dienstleitung von FinGuide ist kostenlos. Das Mindestvermögen beträgt CHF 500’000. FinGuide wird von demjenigen Anbieter, für den sich Kunden entscheiden, entschädigt. Diese Entschädigung ist bei allen Anbietern exakt gleich hoch, um die Unabhängigkeit und Neutralität der Beratung zu gewährleisten.

    Den Artikel als pdf-Datei finden Sie hier.

  • FinGuide on Toptierstartups.com

    FinGuide on Toptierstartups.com

    The international platform toptierstartups.com conducts interviews with founders of innovative startups. Matthias Hunn, founder of FinGuide, was asked for an interview. We found the questions interesting and hope that our readers will also like our answers. You can find the whole interview online here.

    Are you also interested in transparency and want to find out which wealth manager is best for you? Find out more on our homepage.

  • FinGuide auf Toptierstartups.com

    FinGuide auf Toptierstartups.com

    Die internationale Plattform toptierstartups.com führt Interviews mit Gründern innovativer Startups. Matthias Hunn, Gründer von FinGuide wurde für ein Interview angefragt. Wir fanden die Fragen interessant und hoffen, dass unseren Leserinnen und Lesern auch unsere Antworten darauf gefallen. Das ganze Interview finden Sie online hier.

    Sind auch Sie interessiert an Transparenz und möchten herausfinden, welcher Vermögensverwalter der beste für Sie ist? Informieren Sie sich auf unserer Homepage.

  • Interview on tubetorial.com

    Interview on tubetorial.com

    The marketing platform tubetorial.com requested an interview with the founder of FinGuide, Matthias Hunn. The interview covers FinGuide’s customer acqusistion, what makes FinGuide special and how growth is financed. One major difference to other finance start-ups is certainly the organically financed growth: FinGuide is not about growing as quickly as possible, but about sustainable growth financed internally with its own income. Since FinGuide does not seek to maximize profits, we are not a suitable financing object for investors who want to maximize their return on capital.
    You can find the full interview here.
    Are you interested in FinGuide’s services? You can find out more on our homepage.

  • Everon neu auf der FinGuide-Plattform

    Everon neu auf der FinGuide-Plattform

    Wir freuen uns, heute die Partnerschaft von FinGuide mit Everon bekanntgeben zu dürfen. Everon hat die Due-Diligence-Prüfung von FinGuide dank starken Renditen, tiefen Kosten und fairen Geschäftspraktiken mit Bravour bestanden.

    Die Everon AG ist ein junges Schweizer Fintech in Zürich mit dem Ziel, qualitativ hochstehende Vermögensverwaltung digital einfach zugänglich zu machen. Anders als bei Robo-Advisors werden die Vermögen bei Everon von Experten aktiv gemanagt. Everon-Kunden steht neben der App auch ein persönlicher Berater zur Verfügung. In den firstfive/BILANZ-Rankings 2022 hat das junge Unternehmen mit ausgezeichneten Renditen brilliert.

    Die Anlagepolitik von Everon basiert ganz auf wissenschaftlichen Ansätzen und vermeidet emotionale Fehler. Mit Hilfe von Algorithmen wird das Anlageuniversum durchkämmt und die Multi-Faktor-Strategie mit Investments gefüttert.

    Wie alle bestehenden Anbieter auf der Plattform von FinGuide verfügt auch Everon über eine klare Positionierung, die den Kunden einen messbaren Mehrwert bringt. FinGuide-Kunden steht damit eine noch bessere Auswahl von Top-Vermögensverwaltern zur Verfügung.

    Ist Everon der für Sie passende Vermögensverwalter? Finden Sie es heraus! Mehr über unsere Dienstleistung erfahren Sie auf unserer Homepage.

  • The Best Wealth Managers in Switzerland in 2022

    The Best Wealth Managers in Switzerland in 2022

    This article was published in March 2022 and reviews the performance of wealth managers in 2021 and before. In the meantime, the article on Best Wealth Managers 2025 has been published, in which the performance up to and including 2024 is discussed.

     

    Every year firstfive and BILANZ magazine select the best wealth managers in Switzerland. In contrast to other rankings, this is purely based on facts and figures. There is no room for biased reviews or good ratings for those who book an advertisement. Unfortunately, most ratings in the wealth management industry are for sale.

     

    How is the Performance Assessed?

    The BILANZ ranking evaluates real performance data that is achieved for clients in exactly the same way. The evaluations come from firstfive AG in Frankfurt, which is represented in Switzerland by FinGuide. firstfive keeps the real client portfolios in parallel with all transactions and thus creates the basis for fair comparisons of various key figures. The Sharpe-Ratio, which quantifies the ratio of return achieved to risk taken, is at the forefront of the BILANZ ratings. Wealth managers who have achieved the highest Sharpe-ratios in investment strategies with different degrees of risk over a certain period (1, 2, 3, 5 years) are honored.

    The selection of the wealth managers portrayed in BILANZ is the responsibility of the editors; firstfive and FinGuide have no influence on this.

    You can find the article (in German) on the 2022 ranking here.

     

    FinGuide Provides the Data for the Rankings

    Are you interested in finding the best wealth manager for you personally? Whether private bank or independent wealth manager, FinGuide has the necessary data for your selection. Start the process and find out which provider is perfect for you.

    You can find out more about our services and free advice on our homepage.

  • Die besten Vermögensverwalter der Schweiz 2022

    Die besten Vermögensverwalter der Schweiz 2022

    Dieser Artikel erschien im März 2022 und bezog sich auf die Leistungen der Vermögensverwalter in den Jahren 2021 und davor. Inzwischen ist der Artikel über die besten Vermögensverwalter 2025 erschienen, in dem die Leistungen bis und mit 2024 besprochen werden.

     

    Jedes Jahr küren firstfive und die Zeitschrift BILANZ die besten Vermögensverwalter der Schweiz. Im Gegensatz zu anderen Rankings zählen hier nur Fakten. Es besteht keinerlei Raum für persönlich gefärbte Eindrücke oder gute Bewertungen für diejenigen, die ein Inserat buchen. Es ist ja leider so, dass die meisten Bewertungen in der Vermögensverwaltungs-Branche käuflich sind.

     

    Wie wird die Rendite beurteilt?

    Beim Ranking der BILANZ werden echte Performancedaten ausgewertet, die für Kunden genau so erzielt werden. Die Auswertungen stammen von der firstfive AG in Frankfurt, die in der Schweiz durch FinGuide vertreten wird. firstfive führt die echten Kundendepots parallel mit allen Transaktionen und schafft damit die Grundlagen für faire Vergleiche diverser Kennzahlen. Im Vordergrund der Wertungen bei der BILANZ steht die Sharpe-Ratio, die das Verhältnis von erzielter Rendite zu eingegangenem Risiko quantifiziert. Ausgezeichnet werden Vermögensverwalter, die in einem bestimmten Zeitraum (1, 2, 3, 5 Jahre) die höchsten Sharpe-Ratios in Anlagestrategien mit unterschiedlichen Risikograden erwirtschaftet haben.

    Die Auswahl der porträtierten Vermögensverwalter in der BILANZ liegt in der Verantwortung der Redaktion, firstfive und FinGuide haben darauf keinen Einfluss.

    Sie finden den Artikel über das Ranking 2022 hier.

     

    FinGuide liefert die Daten für die Rankings

    Sind Sie interessiert daran, für sich persönlich den besten Vermögensverwalter zu finden? Ob Privatbank oder unabhängige Vermögensverwalter, FinGuide hat die notwendigen Daten für Ihre Auswahl. Starten Sie den Prozess und finden Sie heraus, welcher Anbieter perfekt zu Ihnen passt.

    Mehr über unsere Dienstleistungen und die kostenlose Beratung erfahren Sie auf unserer Homepage.