{"id":301952,"date":"2026-10-29T10:18:11","date_gmt":"2026-10-29T09:18:11","guid":{"rendered":"https:\/\/geneveinfos.ch\/?p=301952"},"modified":"2026-11-09T13:36:50","modified_gmt":"2026-11-09T12:36:50","slug":"swiss-wealth-managers-alliance-grows-to-42-members","status":"publish","type":"post","link":"https:\/\/geneveinfos.ch\/en\/2026\/10\/29\/swiss-wealth-managers-alliance-grows-to-42-members\/","title":{"rendered":"Wealth managers: the ASWM welcomes two Geneva firms"},"content":{"rendered":"

\u23f1 1 min read<\/p>\n

Background<\/h3>\n

The Alliance of Swiss Wealth Managers (ASWM<\/strong>) brings together large independent wealth managers. To join, a firm must manage at least 1 billion francs<\/strong>, do most of its business in Switzerland and not be majority-owned by a bank.<\/p>\n

The key points<\/h3>\n

The ASWM is admitting two Geneva firms as of 1 November 2026, Targa 5 Advisors<\/strong> and GSK & Partners<\/strong>, finews reported on 29 October. The alliance now has 42 members, managing more than 155 billion francs.<\/p>\n

Targa 5 Advisors, led by its founder Eli Mizrahi, manages around 1.3 billion francs. It specialises in clients from\u00a0Latin America<\/strong> and aims for 3 billion within two years. GSK & Partners, founded in 2021 by Steve Klemme and George Sarkis, serves clients from the Middle East<\/strong> out of its offices on Rue du Rh\u00f4ne.<\/p>\n

These admissions strengthen French-speaking Switzerland, which now has 17 members, compared with 21 in German-speaking Switzerland and 4 in Ticino.<\/p>\n

Key figures<\/h3>\n