Find the best asset manager in Switzerland

Who in Switzerland has asset manager searches, faces a variety of offers. But how can quality be objectively identified? In addition personal advice, independence, transparency and local roots, renowned industry awards also play an important role as a guide. Awards again LSEG LipperAward or the ranking of the business magazine BALANCE SHEET are considered recognized benchmarks in the industry.

Format Assets & Investments AG is one of the houses that have received several awards in recent years — including the LSEG Lipper Award 2024 and top places in Balance sheet ranking. This shows that anyone who chooses an award-winning partner not only benefits from promises, but also from proven performance.

What are the LSEG Lipper Fund Awards?

The LSEG Lipper Fund Awards were established in the 1970s and are now a globally recognized benchmark for investment funds. They recognize funds that show above-average, risk-adjusted performance over 3, 5 or 10 years and are considered a reliable indicator for sustainable investment strategies and competent fund management.

An overview of the most important things:

● Criteria for best asset manager: Independence, transparency, personal support, risk management, long-term value development and local presence are crucial.

● Awards & rankings: LSEG Lipper, BILANZ, Citywire, Morningstar and Swiss Sustainable Finance Awards serve as reliable guidelines for the quality, sustainable strategies and management expertise of asset managers.

● Market overview & trust: Swiss asset manager range from independent houses to private banks to global institutions. Awards confirm expertise, performance and sustainable investment strategies.

How do you recognize the best asset manager

Selecting the right asset manager requires a holistic view: It's not just about who has achieved good investment results in the past, but about finding a partner who creates long-term trust, manages your assets responsibly and addresses your individual needs. Key criteria include independence, transparency, personal support, risk management and the ability to implement sustainable investment strategies. Local accessibility also plays a role, especially if you want direct local exchange.

· independence
indicator: No dependency on banks/product providers.
‍Why important: Avoids conflicts of interest; objective investment strategies.

· Long-term value development
indicator: Stable returns over years, awards (e.g. LSEglipper, BALANCE SHEET).
Why important: Demonstrates expertise and sustainable investment success.

· Transparency & reporting
indicator: Clear cost structure, regular reports, comprehensible portfolio presentation.
Why important: Strengthens trust; enables informed decisions.

· Personal service & local proximity
indicator: Individual advice, adjustment to the risk profile; branches, for example, in Zurich, St. Gallen, Basel, Lucerne.
Why important: Tailored strategies, quick availability.

· risk management
indicator: Structured processes, diversification.
Why important: Minimizes losses in turbulent markets.

· Regulatory safety
indicator: permits (FINMA), association memberships.
‍Why important: Legal certainty, professional standards.

· Innovative power & sustainability
indicator: Modern technologies, ESG criteria, innovative strategies.
‍Why important: Sustainable asset management.

Finally, rankings and awards are a valuable indicator of which asset managers in the market are particularly trustworthy and powerful. They not only show the quality of investment strategies, but also which providers have impressed in independent analyses — a decisive factor in finding the right partner for your assets.

Important awards for asset managers in Switzerland

Awards and rankings provide investors with orientation in the complex asset manager market. They are particularly helpful for entrepreneurs after the sale of their company, for people who have their pension fund funds paid out, or for heirs of larger assets. Based on independent analyses, well-founded data and the comparison of hundreds of providers, they create transparency in an environment that is often difficult for outsiders to understand.

· LSEG Lipper Fund Awards: International award for funds with stable, risk-adjusted returns over 3/5/10 years.
Relevance: Signal for sustainable investment strategies.

· Balance sheet ranking: Annual review of the best asset managers/funds in Switzerland.
Relevance: Transparency & comparability in the Swiss market.

· Citywire Ratings: Independent evaluation of fund managers and strategies.
‍Relevance: Management quality assessment.

· Morningstar Ratings: Globally recognized star system based on returns and costs.
Relevance: Standardised comparison option.

· SwissSustainable Finance Awards: Prize for excellence in sustainable investment (ESG).
‍Relevance: Orientation for sustainable strategies.

Well-known asset managers and their awards

The choice of right asset manager depends not only on the personal situation, but also on the quality and reputation of the provider. Awards and rankings provide guidance as to which houses stand out in the market — whether through long-term value development, innovation or customer satisfaction.

• Format Vermögen & Anlagen AG (independent asset manager):
LSEG Lipper Award 2024, BALANCE: 1st place over 2 & 3 years, top 3 “Asset Manager of the Year” . → Our awards

• Tareno AG (independent asset manager):
Several times in the balance sheet ranking, strong when it comes to sustainable investments.

• Zugerberg Finanz AG (independent asset manager):
Regional awards, tailor-made portfolios.

• Reichmuth & Co (private bank):
Traditional awards, long-standing market presence.

• Banque Pictet & Cie (private bank):
International recognition in wealth management.

• Julius Baer (private bank):
Global awards, strong international presence.

• Vontobel (private bank):
Prices for investment funds and strategies.

• Everon AG (digital asset manager):
Recognition for robo-advisory approaches.

• PostFinance AG (provider close to the bank):
Awards for digital offerings.

• UBS Wealth Management (private bank):
International awards, leading globally.

• Credit Suisse (private bank):
Various awards for funds and strategies.

• Rahn+Bodmer & Co. (private bank):
Traditional awards, many years of experience.

The list shows the breadth of the Swiss market: from independent providers to traditional private banks to global institutions. Awards and rankings provide investors with valuable guidance: They show which providers are continuously convincing and delivering sustainable results.

Format Assets & Investments AG belongs to this top group. With the LSEG Lipper Award 2024 and top positions in the balance sheet ranking, our strategies are confirmed by independent experts — a clear vote of confidence for investors who rely on proven expertise and sustainable performance. With branches in zurich, St. Gallen, basle and luzern We can be reached locally and offer personal advice directly on site. Arrange yours now free and non-binding initial consultationto discuss your investment strategy individually.

Frequently asked questions about choosing and evaluating asset managers

What does an LSEG Lipper Award say about an asset manager?

The LSEG Lipper Award honors funds that have achieved stable, risk-adjusted returns over several years. For investors, this signals that the asset manager is pursuing well-founded investment strategies, ensures professional fund management and achieves sustainable results in the long term.

Are rankings such as the balance sheet ranking a guarantee of future results?

No, rankings primarily reflect a provider's historical performance and expertise. They provide valuable guidance, but should always be used in combination with individual discussions, risk profiles and personal goals to select the appropriate asset management company.

Why are local presence and personal support crucial?

One local branch and personal advice make it possible to tailor strategies specifically to individual needs and life situations. Direct local exchange promotes trust, increases reaction speed and ensures that wealth strategies are continuously monitored and adjusted.

How do awards support sustainable investments?

Awards such as the Swiss Sustainable Finance Awards identify asset managers who systematically integrate ESG criteria into their strategies. For investors, they are a reliable indicator of which providers are implementing sustainable, sustainable asset strategies and investing responsibly over the long term.

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