{"source":"Breaknorm","page":"https://breaknorm.co/market/business_finance_services/wealth_management_investment/ch","license":"https://breaknorm.co/terms","vertical":"business_finance_services","subvertical":"wealth_management_investment","country":"CH","companies":5598,"by_leaf":[["wealth_management_general",2223],["private_asset_managers",1613],["independent_financial_advisers",1505],["other_wealth_management_investment",719],["corporate_finance_advisers",491],["property_investment_advisers",261],["general_management_consulting",215],["sme_accounting_tax_practice",213],["general_insurance_brokerage",77],["specialist_tax_advisers",69],["real_estate_investment_firms",59],["insurance_companies_underwriters",43],["private_equity_firms",43],["statutory_audit_firms",35],["retail_and_commercial_banks",33],["other_management_business_consulting",29],["venture_capital_firms",28],["outsourced_cfo_finance_bpo",27],["mortgage_and_property_finance",23],["family_holdings",20]],"by_headcount":[["0-1",2605],["2-10",2268],["11-50",570],["51-200",113],["201-500",22],["1001-5000",9],["501-1000",9],["10001+",1],["5001-10000",1]],"by_city":[["Zürich",874],["Genève",519],["Zugerberg",293],["Lugano",168],["Basel",121],["Baar",107],["Bern",99],["Lausanne",97],["Luzern",62],["St. Gallen",59],["Pfäffikon SZ",49],["Cham",46]],"hiring":{"companies":74,"new_30d":25,"by_headcount":[["2-10",24],["11-50",23],["51-200",14],["1001-5000",5],["201-500",4],["0-1",3],["501-1000",1]]},"tech":[["microsoft_365",2133],["microsoft_teams",633],["cloudflare",545],["infomaniak",537],["microsoft_entra_id",510],["microsoft_intune",508],["google_workspace",432],["mailchimp",220],["swisssign",171]],"top_note":"The largest companies of the segment, by headcount; job boards and portals left out.","top":[{"domain":"vermoegenszentrum.ch","name":"VZ VermögensZentrum","country":"CH","city":"Zürich","headcount":"1001-5000","leaf":"wealth_management_general","summary":"VZ VermögensZentrum is a wealth management and financial consulting firm in Switzerland that provides pension planning, asset management, tax advice, estate pla."},{"domain":"vontobel.com","name":"Vontobel","country":"CH","city":"Zürich","headcount":"1001-5000","leaf":"wealth_management_general","summary":"Vontobel is an international investment firm with Swiss roots that provides wealth management and asset management for private clients and institutions."},{"domain":"ubp.com","name":"UBP","country":"CH","city":"Genève 5","headcount":"1001-5000","leaf":"wealth_management_general","summary":"UBP is a wealth and asset management firm that provides investment solutions for private and institutional clients."},{"domain":"postfinance.ch","name":"PostFinance","country":"CH","city":"Bern","headcount":"1001-5000","leaf":"retail_and_commercial_banks","summary":"PostFinance is a banking and financial services provider that offers banking, mortgages, investments, retirement planning and insurance for private customers, S."},{"domain":"six-group.com","name":"SIX","country":"CH","city":"Zürich","headcount":"1001-5000","leaf":"retail_and_commercial_banks","summary":"SIX is a financial market infrastructure provider that operates the SIX Swiss Exchange and offers securities, banking and data services for banks, merchants, in."},{"domain":"homburger.ch","name":"Homburger","country":"CH","city":"Zürich","headcount":"201-500","leaf":"generalist_law_firms","summary":"Homburger is a law firm that provides legal and financial advisory services for private clients, banks, and corporate clients."},{"domain":"clairfield.com","name":"Clairfield International","country":"CH","city":"Anières","headcount":"201-500","leaf":"corporate_finance_advisers","summary":"Clairfield International is a global corporate finance partnership that provides midmarket mergers, acquisitions and disposals advisory, debt and capital adviso."},{"domain":"convit.ch","name":"Convit Central","country":"CH","city":"Cadempino","headcount":"201-500","leaf":"independent_financial_advisers","summary":"Convit Central is a Swiss insurance brokerage that provides pension and financial planning for private individuals and small and medium enterprises."},{"domain":"moneypark.ch","name":"MoneyPark","country":"CH","city":"Basel","headcount":"201-500","leaf":"independent_financial_advisers","summary":"MoneyPark is an independent financial advisory service that provides mortgage advice and real estate agency services for private individuals."}],"as_of":"2026-11-04","updated_at":"2026-11-04","hash":"0fea764457bc9529","index_tier":2}