VSV Investment Pulse 2022. An investment barometer - exploring how Swiss independent wealth managers invest

Independent wealth managers are important players in Switzerland's finance industry. In 2Q, 2022 we asked them about their strategic asset allocation, product implementation (direct vs. funds/ETFs; active vs. indexed/passive) and attitude toward sustainable investments/ESG investments. Our survey of more than hundred independent wealth managers provides surprising insights. The study with more than a hundred wealth managers was conducted on behalf of the asset manager Vanguard and facilitated by the Swiss Association of Wealth Managers.