![]() AllianceBernstein AllianceBernstein is a corporation that provides diversified investment management, research, and related services. | ![]() EFG International EFG International is a banking group offering private banking and asset management services. | ![]() Fidessa Fidessa Group is a company that provides trading, investment, and information solutions to the financial community. | ![]() UBS UBS Group is a company engaged in wealth and asset management, as well as investment, personal, and corporate banking. | ![]() Vontobel Holding Vontobel Holding is a private bank and holding company divided into three main business units: Private Banking, Investment Banking, and Asset Management. | ![]() Credit Suisse Credit Suisse is a provider of private banking and investment banking services operated by UBS Group. | ![]() Julius Baer Julius Bär is a banking group that provides private clients with wealth management services. | |||
Founding Date | Founding Date 1805 | Founding Date 1967 | Founding Date 1995 | Founding Date 1981 | Founding Date 1798 | Founding Date 1862 | Founding Date 1924 | Founding Date 1856 | Founding Date 1890 |
Type | Type Private | Type Public | Type Public | Type Private | Type Private | Type Public | Type Public | Type Subsidiary | Type Public |
Tags | |||||||||
Locations | Locations Geneva, CH HQ Nassau, BS Bruxelles, BE Montréal, CA Shanghai, CN Paris, FR Frankfurt Am Main, DE see more | Locations New York, US HQ Ciudad Autonoma De Buenos Aires, AR Melbourne, AU Sydney, AU São Paulo, BR Toronto, CA Las Condes, CL see more | Locations Paris, FR HQ Melbourne, AU Sydney, AU Bruxelles, BE Bruxelles, BE São Paulo, BR Toronto, CA see more | Locations Zürich, CH HQ Sydney, AU Paris, FR Frankfurt Am Main, DE Hamburg, DE München, DE München, DE see more | Locations Zürich, CH HQ Buenos Aires, AR Buenos Aires, AR Melbourne, AU Sydney, AU Salzburg, AT Wien, AT see more | Locations Zürich, CH HQ Manama, BH São Paulo, BR Santiago De Chile, CL Shanghai, CN Bogotá, CO Berlin, DE see more | |||
Employees | Employees 5,035 | Employees 4,7076% increase | Employees 3,114 | Employees 5941% decrease | Employees 5,7507% increase | Employees 108,6483% decrease | Employees 1,958 | Employees 48,1505% decrease | Employees 7,595 |
Financial | |||||||||
Revenue (est.) | Revenue (est.) CHF446.3m (FY, 2022) | Revenue (est.) $4.6b (FY, 2025) | Revenue (est.) CHF1.8b (FY, 2022) | Revenue (est.) £353.9m (FY, 2017) | Revenue (est.) €3.1b (FY, 2022) | Revenue (est.) $87.2b (FY, 2024) | Revenue (est.) CHF1.7b (FY, 2022) | Revenue (est.) CHF21.1b (FY, 2022) | Revenue (est.) CHF3.6b (FY, 2020) |
Cost of goods | Cost of goods CHF55.1m (FY, 2022) | Cost of goods N/A | Cost of goods CHF495.8m (FY, 2022) | Cost of goods N/A | Cost of goods €158.3m (FY, 2022) | Cost of goods $38.5b (FY, 2024) | Cost of goods CHF22.2m (FY, 2022) | Cost of goods CHF6.9b (FY, 2022) | Cost of goods N/A |
Gross profit | Gross profit CHF391.2m (FY, 2022) | Gross profit N/A | Gross profit CHF1.3b (FY, 2022) | Gross profit N/A | Gross profit €3b (FY, 2022) | Gross profit $48.6b (FY, 2024) | Gross profit CHF1.6b (FY, 2022) | Gross profit CHF14.2b (FY, 2022) | Gross profit N/A |
Net income | Net income CHF767.9m (FY, 2022) | Net income $988.9m (FY, 2025) | Net income CHF203.7m (FY, 2022) | Net income £35.7m (FY, 2017) | Net income €800.8m (FY, 2022) | Net income $5.1b (FY, 2024) | Net income CHF229.8m (FY, 2022) | Net income (CHF7.3b) (FY, 2022) | Net income CHF698.6m (FY, 2020) |
Operating ⚠ | |||||||||
Assets Under Management | Assets Under Management CHF608b (FY, 2022) | Assets Under Management $725b (FY, 2023) | Assets Under Management CHF146.5b (H1, 2023) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $1.6b (FY, 2023) | Assets Under Management N/A | Assets Under Management CHF1.6t (FY, 2021) | Assets Under Management CHF433.7b (FY, 2020) |
Assets Under Management (Wealth Management) | Assets Under Management (Wealth Management) N/A | Assets Under Management (Wealth Management) N/A | Assets Under Management (Wealth Management) N/A | Assets Under Management (Wealth Management) N/A | Assets Under Management (Wealth Management) €102.4b (H1, 2023) | Assets Under Management (Wealth Management) N/A | Assets Under Management (Wealth Management) N/A | Assets Under Management (Wealth Management) CHF540.5b (FY, 2022) | Assets Under Management (Wealth Management) N/A |
Deposits from Banks and Financial Institutions | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions $71b (FY, 2023) | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions CHF11.9b (FY, 2022) | Deposits from Banks and Financial Institutions N/A |
Deposits from Customers | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers $792b (FY, 2023) | Deposits from Customers N/A | Deposits from Customers CHF233.2b (FY, 2022) | Deposits from Customers N/A |
Loans to Banks and Financial Institutions | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions $21.2b (FY, 2023) | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions CHF24.7b (FY, 2022) | Loans to Banks and Financial Institutions N/A |
Loans to Customers (Mortgages) | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) $268.6b (FY, 2023) | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) CHF107.5b (FY, 2022) | Loans to Customers (Mortgages) N/A |
Loans to Customers (Real Estate) | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) $97.8b (FY, 2023) | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) CHF25.5b (FY, 2022) | Loans to Customers (Real Estate) N/A |
Net New Assets Under Management | Net New Assets Under Management N/A | Net New Assets Under Management N/A | Net New Assets Under Management CHF3b (H1, 2023) | Net New Assets Under Management N/A | Net New Assets Under Management N/A | Net New Assets Under Management N/A | Net New Assets Under Management N/A | Net New Assets Under Management (CHF123.2b) (FY, 2022) | Net New Assets Under Management N/A |
Total Deposits | Total Deposits N/A | Total Deposits N/A | Total Deposits CHF32.6b (H1, 2023) | Total Deposits N/A | Total Deposits N/A | Total Deposits N/A | Total Deposits CHF11.5b (H1, 2023) | Total Deposits CHF245.1b (FY, 2022) | Total Deposits N/A |
Total Loans | Total Loans N/A | Total Loans N/A | Total Loans CHF16.6b (H1, 2023) | Total Loans N/A | Total Loans N/A | Total Loans N/A | Total Loans CHF7.1b (H1, 2023) | Total Loans CHF264.2b (FY, 2022) | Total Loans N/A |

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