Independent Financial Advisors Study Switzerland

Investment strategies of independent financial advisors (IFAs)

Brief information

School:

Business

Status:

Ongoing

Period:

01.06.2021 - 31.12.2026

Overview

Based on a survey we will analyze the investment strategies of independent financial advisors in Switzerland. The study will be published on an annual basis.

Facts

Type of project

Forschung

Internal organisations involved
  • Institute of Financial Services Zug (IFZ)
Funding
  • Private / Stiftungen
UN Sustainable Development Goals
Among other things, this project contributes to the attainment of the following UN Sustainable Development Goals (SDGs):

Persons involved: internal

Project manager
Member of project team

Publications

    • Stüttgen, Manfred & Agnesens, Tatiana (12.05.2026). VSV-ASG Investment Pulse 2026. An investment barometer exploring how Swiss independent wealth managers invest. Press conference, Zürich.

    • Stüttgen, Manfred (12.05.2026). VSV-ASG Investment Pulse 2026. An investment barometer exploring how Swiss independent wealth managers invest. VSV-ASG Investment Pulse 2026, Webinar.