Our list includes over 80 of the most important asset and wealth managers, managing the capital of wealthy private and institutional clients in Liechtenstein (Switzerlands neighbour). Some have their headquarters in the neighboring countries (Germany, Switzerland, Austria and Luxembourg).
In addition to the asset and wealth management some market participants also offer other services. Some of them are not dependent on certain financial institutions and their products. Partly also Multi-Family Offices are acting as asset and wealth managers, or vice versa, wealth managers also offering family office services.
Some mostly exclusive private banks and private bankers also provide wealth management and advisory services. We then also list these asset managers as member of a bank in a own column.
Many of the providers invest the customers capital in their own funds. These are mostly equity funds, in rarer cases also bond funds. We also mark this as far as we know.
 
Who is interested in our very detailed list of the largest and most important asset & wealth managers? Mostly customers who want to have their capital invested by professionals:
Wealthy private investors,
Single family offices that outsource asset management,
Multi family offices that outsource asset management,
Foundations,
Institutional investors such as pension funds, insurance companies, church investors,
Fund providers and developers of special investment products,
Banks looking for partnerships with Wealth Management,
Wealth advisors who are looking for suitable managers for client funds.
For each market participant you will find approx. 35 columns with (next to country and category):
Contact details such as company name,
Address,
E-mail,
Phone number,
URL / website,
Names of the managing directors/board members,
As far as (public) available
Information on mostly 2 contacts, including with
Links to Linkedin/Xing profiles.
Direct email and extensions,
Link to team page.
Link to "Services" page,
Information on customer groups (private, institutional customers, SFO/MFO/ foundations),
Are family office services also offered?
If real estate investments or other investments are made,
Is there a bank behind,
Assets under management.
Information on the year of foundation,
Estimate of the number of employees,
Special awards,
Membership in associations,
Ranking by AUM, number of employees and experience,
Notes on other essential characteristics,
a.o.
Date of creation and last update of the list,
Companies that have been added since the last update are marked (yellow bar).
In total there are over 80 asset managers with approx. 35 columns, so up to 2.800 data points can be filled out. Some data points are empty or filled with n/a if we do not (yet) have the information. Updates are made after new information becomes known (new market participants, exit of market participants, new managing directors, new addresses or main areas of activity, etc.). You will receive several updates free of charge in the year following your purchase.
 
This interesting list will (unfortunately) only be completed in the next few weeks. Please click on the above button "Notify When Available“ if you need it soon and you will be informed immediately (without obligation) when it is available. Our colleagues will then give priority to this list. Before that, you are welcome to request excerpts of some company records free of charge.
 
YOU ARE STILL UNSURE ?
Then please ask our Smartlists.Online team by e-mail ( contact (at) smartlists.online ) and ask for an extract with several profiles from the original list. You are also welcome to request our free sample list here under "Products".
This way you can best judge the high quality of our Excel databases. You will not get so many columns with information for your customer acquisition anywhere else for this excellent price !
 
Also keep an eye on our Lists of the category "Multi Family Offices"! Germany, Switzerland, Liechtenstein and Austria are rich in MFOs.