Top 10 Wealth Management Companies in Switzerland in 2021 by Asset Under Management (AuM)

UBS Wealth Management, Credit Suisse Private Banking, Julius Baer, Zurcher Kantonal bank, and Lombard Odier Private Clients are the top 5 wealth management companies in Switzerland in 2021 by Asset Under Management (AuM). Comprehensively, the top 10 wealth management companies in Switzerland in 2021 had a total AuM of $6,694,141 million, where UBS Wealth Management was the highest ($3,303,000 million), followed by Credit Suisse Private Banking ($906,992 million) and Julius Bae ($507,752 million), while the company Edmond de Rothschild (Suisse) SA was the lowest ($194,314 million). In total, 7 out of the top 10 companies generated revenue of $40,260 million. In terms of workforce, 4 out of 10 companies employed a total of 31,523 people in 2021. Switzerland-based UBS Wealth Management is the leading wealth management company by AuM. The company reported revenues of $19,419 million for the fiscal year ending December 2021 (FY2021). The wealth management arm of UBS Group AG offers client advisory, portfolio diversification, international wealth management, alternative investments, private label funds, structured products, and market research and insights. Its family office offerings include corporate finance advisory, structured equity financing, hedge fund advisory, private equity fund advisory, asset allocation, hedging risk management, value-based investing, real estate fund advisory, philanthropy, and family advisory. It also provides banking and lending services, structured products, and alternative investment instruments. Credit Suisse Private Banking is one of the leading wealth management companies by AuM. The company reported revenues of $5,154 million for the fiscal year ending 2021 (FY2021). It offers a wide range of private banking and investment solutions to high-net-worth individuals, wealthy families, family offices, ultra-high net worth individuals, and corporate clients. It operates in the regions of Europe, Asia-Pacific, the Americas, and the Middle East. It is headquartered in Zurich, Switzerland.