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1. These tables show
figures for some of the largest
asset management banks in
Switzerland. Some only disclose
limited information so do not appear
in all tables.
2. The figures are
rounded, year-end totals in million
Swiss francs, unless indicated
otherwise.
3. Table 1 includes
double counting, which usually
refers to double counting of the
bank's in-house investment funds.
Table 2 excludes double counting.
4. Clariden Leu was
established on January 1, 2007,
through the merger of four banks
and an asset management company. Our
figures for its fiduciary deposits
represent the combined totals of the
predecessor companies.
5. Credit Suisse
stopped reporting fiduciary
transactions in 2004. In 2003, they
amounted to CHF31,463 million or
2.9% of assets under management.
6. Some banks
manage money for both private
clients and institutional clients
(such as pension funds). As a result,
their total assets under management
can't be directly compared with
those of banks which only cater to
private clients. To address this
problem, we include a table showing
private client assets at larger banks.
7. Julius Baer
reported "private banking" client
assets of CHF138 billion in 2006.
But, in its annual report, Baer said
its client assets included CHF183
billion held for private clients
served directly by Baer and its GAM
asset management unit and CHF118
billion held for mainly private
clients advised by third parties.
8. We include LGT
Group, LLB and VP Bank, although
they are based in Liechtenstein.
9. Some bank names
are abbreviated. The full names are
as follows:
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BNP Paribas |
BNP Paribas (Suisse) |
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Coutts |
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Coutts Bank von Ernst |
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Credit Agricole |
Credit Agricole (Suisse) |
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Deutsche Bank |
Deutsche Bank (Suisse) |
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EFG |
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EFG International |
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Gottardo |
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Banca del Gottardo |
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HSBC Private Bank |
HSBC Private Bank (Suisse) |
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JP Morgan |
JP Morgan (Suisse) |
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Julius Baer |
Bank Julius Baer & Co. |
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LLB |
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Liechtensteinische
Landesbank |
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LODH |
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Lombard Odier Darier Hentsch
& Cie |
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Pictet |
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Pictet & Cie |
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Rothschild |
Banque Privee Edmond de
Rothschild |
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Sarasin |
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Bank Sarasin & Co. |
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UBP |
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Union Bancaire Privee |
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Vontobel |
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Bank Vontobel |
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