Wealth Management in Switzerland and Liechtenstein: Market and Trends

03 Nov 2026, 12:00 - 13:00

Webinar

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1 PL Credit(s)

Event Details

Exclusive Webinar for CFA Society Switzerland Members

This exclusive webinar for members of CFA Society Switzerland offers a first look at the new flagship study Wealth Management in Switzerland and Liechtenstein 2026 by WealthSummit.  

Widely regarded as the leading data-driven study of Swiss and Liechtenstein wealth management, it is read across the boards and C-suites of the region’s private banks.    

Dr. Christoph Künzle, CFA, lecturer, author and banking expert, will present exclusive findings and discuss the latest trends shaping the Swiss and international wealth management industry.  

The session concludes with an interactive Q&A, giving participants the opportunity to discuss the findings directly with the study’s lead author.

 

Webinar Highlights:

  • Official presentation of the study results (based on responses from more than 1,300 FINMA-licensed independent wealth managers)
  • In-depth analysis of key trends and challenges
  • Practical insights for investment and wealth management professionals

A unique opportunity to gain early access to highly relevant, data-driven insights into the evolving Swiss independent wealth management sector.

 

This webinar qualifies for up to 1 PL credit. CFA Society Switzerland members can record PL credit  for their participation using the online tracking tool (CFA Institute login required).

Dr. Christoph Künzle, CFA

Dr. Christoph Künzle, CFA

Lecturer in Wealth and Asset Management, ZHAW

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