With average wealth of around CHF 536,000 per adult, Switzerland ranks first worldwide. More than 1.1 million people in the country are officially millionaires.
- Typically, affluent households maintain relationships with five to six financial service providers at the same time: their main bank, custodian bank, insurance advisor, trustee, mortgage broker, and occasionally an independent asset manager.
- What is missing is not advisors but an architect for the overall picture. smzh takes on this role, actively countering the fragmentation often found in financial advisory services.
- Learn more in our white paper “The Architecture of Wealth,” which you can request free of charge here!
