Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Switzerland
RevenueBase identified 1,281 company matches for asset and wealth management consulting firms associated with Switzerland as of September 2026 and tracks 139,679 professional contacts across them, including 68,879 with verified work emails. Zurich is the largest hub.
This list covers company matches for asset and wealth management consulting firms associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest asset and wealth management consulting firms based in Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 88,348 contacts → | ||||
Exact match “From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 16,805 contacts → | ||||
Exact match “Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 6,597 contacts → | ||||
Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 2,067 contacts → | ||||
Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 1,658 contacts → | ||||
Exact match “EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 1,590 contacts → | ||||
Exact match “As an international group committed to sustainability, J.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 948 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 834 contacts → | ||||
Exact match “We support our clients in achieving their long-term investment objectives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 758 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 582 contacts → | ||||
Exact match “Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 548 contacts → | ||||
Exact match “As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 269 contacts → | ||||
Exact match “Welcome to Syzerland Syz Group is a family-owned and run Swiss banking group.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 265 contacts → | ||||
Exact match “REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 218 contacts → | ||||
Exact match “In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 212 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 173 contacts → | ||||
Exact match “Banque privée dont les origines remontent à 1845, Gonet & Cie SA compte près de 200 collaborateurs à Genève (siège), Lausanne, Lugano et Zurich.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 171 contacts → | ||||
Exact match “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 162 contacts → | ||||
Exact match “Piguet Galland, banque privée romande, a pour ambition d’apporter de la sérénité à ses clients en leur simplifiant la gestion de leur patrimoine.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 162 contacts → | ||||
Exact match “Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 138 contacts → | ||||
Exact match “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 134 contacts → | ||||
Exact match “As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 118 contacts → | ||||
Exact match “A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 112 contacts → | ||||
Exact match “Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 109 contacts → | ||||
Exact match “Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 108 contacts → | ||||
Exact match “Hyposwiss Private Bank Genève SA is a Swiss private bank with offices in Geneva and Zurich, dedicated to wealth management for local and international clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,281 asset and wealth management consulting firms based in Switzerland
See the full list, filter by size, metro and specialty, and access 68,879 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset and wealth management consulting firms based in Switzerland at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 1,281 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Switzerland whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 68,879 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Asset and wealth management consulting firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in Switzerland?
RevenueBase identified 1,281 company matches for asset and wealth management consulting firms associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
UBS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset and wealth management consulting firms?
Zurich leads with 292 company records, followed by Geneva (290) and Lugano (83).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 68,879 professional contacts with verified work emails tracked across these 1,281 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,281 asset and wealth management consulting firms based in Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Asset and wealth management consulting firms by geography
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- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Switzerland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,281 matching company records for asset and wealth management consulting firms based in Switzerland, with 139,679 tracked contacts and 68,879 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset and wealth management consulting firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  UBSubs.comHQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 88,348 contacts → |
“From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Credit Suissecredit-suisse.comHQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 16,805 contacts → |
“Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Julius Baerjuliusbaer.comHQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | EFG Internationalefginternational.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,658 contacts → |
“EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | J. Safra Sarasinjsafrasarasin.com HQ: Basel, SwitzerlandReported employees: 1,001-5,000 | Basel, Switzerland | 1,001-5,000 | Exact match | 1,590 contacts → |
“As an international group committed to sustainability, J.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Swiss Life Asset Managersswisslife-am.comHQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 834 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  BLKBbiolink.lyHQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mirabaud Groupmirabaud.com HQ: Geneva, SwitzerlandReported employees: 501-1,000 | Geneva, Switzerland | 501-1,000 | Exact match | 582 contacts → |
“Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Banque Heritageheritage.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 548 contacts → |
“As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SYZ Groupsyzgroup.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 269 contacts → |
“Welcome to Syzerland Syz Group is a family-owned and run Swiss banking group.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Reyl Intesa Sanpaoloreyl.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 265 contacts → |
“REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bordier & Cie, Banquiers Privésbordier.comHQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 218 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gonet & CIE SAgonet.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 173 contacts → |
“Banque privée dont les origines remontent à 1845, Gonet & Cie SA compte près de 200 collaborateurs à Genève (siège), Lausanne, Lugano et Zurich.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kendriskendris.comHQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Piguet Galland & CIE SApiguetgalland.ch HQ: Yverdon-les-bains, SwitzerlandReported employees: 51-200 | Yverdon-les-bains, Switzerland | 51-200 | Exact match | 162 contacts → |
“Piguet Galland, banque privée romande, a pour ambition d’apporter de la sérénité à ses clients en leur simplifiant la gestion de leur patrimoine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Unigestionunigestion.comHQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cité Gestion SAcite-gestion.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 138 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dreyfus Sons & CO Ltd, Banquiersdreyfusbank.ch HQ: Basel, SwitzerlandReported employees: 201-500 | Basel, Switzerland | 201-500 | Exact match | 134 contacts → |
“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brainvest Brasilbrainvest.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 118 contacts → |
“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PKB Private Bankpkb.ch HQ: Lugano, SwitzerlandReported employees: 201-500 | Lugano, Switzerland | 201-500 | Exact match | 112 contacts → |
“Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | VON Graffenried Gruppegraffenried.ch HQ: 3011 Bern, SwitzerlandReported employees: 201-500 | 3011 Bern, Switzerland | 201-500 | Exact match | 109 contacts → |
“Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hyposwiss Private Bank Genève SAhyposwiss.ch HQ: Cité, SwitzerlandReported employees: 51-200 | Cité, Switzerland | 51-200 | Exact match | 108 contacts → |
“Hyposwiss Private Bank Genève SA is a Swiss private bank with offices in Geneva and Zurich, dedicated to wealth management for local and international clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,281 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,269 records in the displayed employee bands.
12 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 1,281 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset and wealth management consulting firms by metro
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 1,281 matching company records, 139,679 tracked contacts and 68,879 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
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- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
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- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
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Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists A-Z
- New lists
- Asset and wealth management consulting firms based in Adelaide, Australia
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Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Switzerland
RevenueBase records 1,281 matching company records for asset and wealth management consulting firms based in Switzerland, with 139,679 tracked contacts and 68,879 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset and wealth management consulting firms based in Switzerland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | UBSubs.com HQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 88,348 contacts → |
“From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Credit Suissecredit-suisse.com HQ: Zurich, SwitzerlandReported employees: 10001+ | Zurich, Switzerland | 10001+ | Exact match | 16,805 contacts → |
“Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Julius Baerjuliusbaer.com HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 6,597 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | EFG Internationalefginternational.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,658 contacts → |
“EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | J. Safra Sarasinjsafrasarasin.com HQ: Basel, SwitzerlandReported employees: 1,001-5,000 | Basel, Switzerland | 1,001-5,000 | Exact match | 1,590 contacts → |
“As an international group committed to sustainability, J.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 948 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Swiss Life Asset Managersswisslife-am.com HQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 834 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BLKBbiolink.ly HQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 758 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mirabaud Groupmirabaud.com HQ: Geneva, SwitzerlandReported employees: 501-1,000 | Geneva, Switzerland | 501-1,000 | Exact match | 582 contacts → |
“Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Banque Heritageheritage.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 548 contacts → |
“As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SYZ Groupsyzgroup.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 269 contacts → |
“Welcome to Syzerland Syz Group is a family-owned and run Swiss banking group.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Reyl Intesa Sanpaoloreyl.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 265 contacts → |
“REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bordier & Cie, Banquiers Privésbordier.com HQ: Geneva, SwitzerlandReported employees: 201-500 | Geneva, Switzerland | 201-500 | Exact match | 218 contacts → |
“In an increasingly complex world, Bordier helps you navigate the twists and turns of your financial life, as your trusted advisor.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 212 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gonet & CIE SAgonet.ch HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 173 contacts → |
“Banque privée dont les origines remontent à 1845, Gonet & Cie SA compte près de 200 collaborateurs à Genève (siège), Lausanne, Lugano et Zurich.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kendriskendris.com HQ: Zug, SwitzerlandReported employees: 201-500 | Zug, Switzerland | 201-500 | Exact match | 171 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Piguet Galland & CIE SApiguetgalland.ch HQ: Yverdon-les-bains, SwitzerlandReported employees: 51-200 | Yverdon-les-bains, Switzerland | 51-200 | Exact match | 162 contacts → |
“Piguet Galland, banque privée romande, a pour ambition d’apporter de la sérénité à ses clients en leur simplifiant la gestion de leur patrimoine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Unigestionunigestion.com HQ: Geneva 12, SwitzerlandReported employees: 51-200 | Geneva 12, Switzerland | 51-200 | Exact match | 162 contacts → |
“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cité Gestion SAcite-gestion.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 138 contacts → |
“SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dreyfus Sons & CO Ltd, Banquiersdreyfusbank.ch HQ: Basel, SwitzerlandReported employees: 201-500 | Basel, Switzerland | 201-500 | Exact match | 134 contacts → |
“As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients' wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brainvest Brasilbrainvest.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 118 contacts → |
“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PKB Private Bankpkb.ch HQ: Lugano, SwitzerlandReported employees: 201-500 | Lugano, Switzerland | 201-500 | Exact match | 112 contacts → |
“Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | VON Graffenried Gruppegraffenried.ch HQ: 3011 Bern, SwitzerlandReported employees: 201-500 | 3011 Bern, Switzerland | 201-500 | Exact match | 109 contacts → |
“Mit den vier Bereichen – Privatbank, Immobilien, Treuhand und Recht – bietet die Von Graffenried Gruppe eine umfassende Beratung zu verschiedensten Fragen in allen…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hyposwiss Private Bank Genève SAhyposwiss.ch HQ: Cité, SwitzerlandReported employees: 51-200 | Cité, Switzerland | 51-200 | Exact match | 108 contacts → |
“Hyposwiss Private Bank Genève SA is a Swiss private bank with offices in Geneva and Zurich, dedicated to wealth management for local and international clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,269 records in the displayed employee bands.
12 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 1,281 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset and wealth management consulting firms by metro
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Switzerland?
The saved snapshot records 1,281 matching company records, 139,679 tracked contacts and 68,879 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Switzerland. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/switzerland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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