Bi-weekly · Swiss Financial Market Intelligence
Every new FINMA licence.
Every new wealth manager.
Every new SFO. Delivered every 14 days.
Every business relationship has a starting point. The Monitor makes sure it's yours.
Next issue ships in 10 days
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EAM DesksIndependent Wealth Managers
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01 · What you get
Three streams of market entrants, one inbox.
01
New FINMA licences
Every new portfolio manager, trustee and collective asset manager authorisation, with grant date and supervisory body. Verified against the FINMA register on the day of issue.
02
Emerging candidates
Newly incorporated Swiss entities matching wealth-management criteria, surfaced before they appear on regulator lists. The pipeline that competitors only see months later.
03
Single Family Offices
Newly visible SFOs across Switzerland — the cohort that almost never surfaces in any public list. Identified early, verified, and delivered in one clean line per entry.
02 · Live snapshot
Live · Rolling 60 days
The last 60 days, refreshed daily.
Every figure below is what would ship in the next edition.
Activity by canton & type
| Canton | FINMA Licences Confirmed | Candidates Emerging | |||||
|---|---|---|---|---|---|---|---|
| Portfoliomanager | Collectiveassets mgr | Trustee | Portfoliomanager | Collectiveassets mgr | Trustee | Singlefamily office | |
Source: www.wealthmanager.info
03 · A recent issue
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