Open data · as of 16 October 2026
Wealth management Lausanne: 2026 figures
55 FINMA-licensed firms have their registered office in Lausanne. Medians are only published from 5 values disclosed by the firms themselves; "n" is the number of values.
| Type | Firms | Median minimum | Median fee | Minimum disclosed | Under an SO | Independent |
|---|---|---|---|---|---|---|
| Wealth management | 55 | — n=0 | — n=2 | 0 % | 72.7 % | 98.2 % |
| Independent asset managers | 43 | — n=0 | — n=2 | 0 % | 69.8 % | 100 % |
| Private banks | 1 | — n=0 | — n=0 | 0 % | 0 % | 0 % |
| Family offices | 6 | — n=0 | — n=0 | 0 % | 83.3 % | 100 % |
| Trustees | 5 | — n=0 | — n=0 | 0 % | 100 % | 100 % |
Sources: FINMA list of authorised institutions, Zefix, firms' websites and answers. as of 16 October 2026. Download the CSV
Supervisory organisations
| Supervisor | Firms |
|---|---|
| AOOS – Schweizerische Aktiengesellschaft für Aufsicht | 18 |
| OSIF – Organisme de surveillance des instituts financiers | 8 |
| SO-FIT – Organisme de surveillance pour intermédiaires financiers & trustees | 11 |
| OSFINcontrol AG | 3 |
| FINMA (direct: banks, securities firms, managers of collective assets) | 14 |
Source: FINMA list of portfolio managers and trustees, as of 16 October 2026.
Method and updates
FINMA lists and the commercial register are re-read every month. A firm removed from a FINMA list leaves the directory at the next update. Data published by firms is taken from their website or confirmed by them, with the page address and date.Full methodology
Changelog
- 16 October 2026 — first release: 55 firms