Swiss Representative Services

Compliance with Swiss regulations

Prepare Swiss fund documents with mandatory wording

Obtain and maintain FINMA authorisation for your fund if required

Look after your Swiss publication requirements

Swiss Point of Contact

Answer all your regulatory and operational questions

Collect and manage required documentation

Organize your Swiss paying agent relationship

Provide a point of contact for Swiss investor’s requests

Advisory & Support Services

Tailored advice before and after onboarding

Support for electing a Swiss publication platform

Distribution strategy consultation

Client segmentation guidance

Support for Ombudsman affiliation and advisor registration

Swiss Market in a Nutshell

In Switzerland there are 245 banks and securities firms , in addition, the country hosts 1’600 professional wealth managers.

Private wealth management is a significant proportion of the business of 80 banks, totaling 3.5 trillion in AUM.

The country is home to 1’369 pension funds with total assets of CHF 1.3 trillion.

The assets under management at licensed financial service providers amounts to CHF 8.7 trillion. And there are CHF 3.3 trillion invested in funds

Data of December 2024 and 2025. Source BNS, FINMA, KPMG and Commission de haute surveillance de la prévoyance professionnelle CHS PP.