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81%
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of investors feel portfolio returns are stronger with advisory support
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Switzerland, Intermediary
Change
Key findings
Trusted returns
Digital acceleration
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88%
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of advisers say AI frees up more time to spend with clients
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Asset opportunity
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87%
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of investors are interested in exploring private market funds with an adviser
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About this report
This report is based on surveys of investors and wealth management advisers conducted across Switzerland by Phronesis Partners in October 2025.
The research explores evolving perceptions of investment advice among wealth professionals and affluent investors. It also examines how wealth advisers are adapting their practices to meet commercial challenges and address changing client needs.
We surveyed 258 financial advisers and wealth managers, each managing client portfolios of at least CHF 250,000, and 302 mass affluent private investors who use wealth managers or financial advisers to invest in financial markets, with a minimum of CHF 250,000 in investable assets.
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