With wealth averaging around CHF 536,000 per adult, Switzerland is the global No. 1. Over 1.1 million persons in Switzerland are formally considered millionaires.
The typical wealthy household maintains relationships with five to six financial services providers: a bank, a custodian, an insurance advisor, a fiduciary, a mortgage broker, sometimes an independent wealth manager.
What's missing is not another advisor, but an architect for the whole. smzh assumes this role, effectively countering the fragmentation of financial advice.
Learn more about this topic in our white paper, "The Architecture of Wealth," available to download for free right here!
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