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Welcome to the FINANZ Knowledge Hub.
Discover current studies, expert articles and analyses from across the financial industry – curated by leading universities, associations and industry partners.
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All Articles


Asset Management Transformation Barometer 2026
Rising cost pressures, fragmented platforms, and the growing role of artificial intelligence are forcing Swiss asset managers to rethink their approach. A new study by CFA Society Switzerland shows: 73% are increasing their investments in transformation.
Sep 15 min read


Swiss Single Family Offices: Significant Growth in Assets from 2023 to 2025 to CHF 785 Billion
Im Zuge der Entwicklungen an den Kapitalmärkten ist das von Single Family Offices verwaltete Vermögen in der Schweiz seit 2023 deutlich gestiegen, auf geschätzt 785 Milliarden Franken im Jahr 2025. Dies zeigt die soeben publizierte Studie «The Swiss Single Family Office Landscape». Die Studie liefert auch Indizien dafür, welche Konsequenzen eine Annahme der Erbschaftssteuerinitiative hätte haben können.
Aug 204 min read


Factors affecting the rate of return on retirement savings in occupational pension schemes
Why do some pension funds credit significantly higher interest to their members' retirement savings than others? This question concerns pension fund members, employers and the public alike, yet the answers are often reduced to simple rankings and broad conclusions. A new Master's thesis from the University of St. Gallen (HSG) draws on a comprehensive empirical dataset to show that the reality is far more complex.
Jul 173 min read


Predictable returns through income investing
A steady stream of income is once again becoming a key focus in investment strategies. Recurring income provides financial predictability and can effectively complement a portfolio.
Jun 226 min read


Pension Funds 2026: How stable is the Swiss pension system really? An overview for investors
The Swiss pension system is at a turning point. Rising life expectancy, volatile markets and structural challenges in the second pillar mean that pension funds must realign their strategies. At the same time, new opportunities are emerging: private markets are gaining in importance, sustainable investments are becoming the norm, and digital tools are improving transparency for policyholders. This concise analysis summarises the key developments and shows how the pension fund
Jun 165 min read


FINANZ26: New concept proves very popular
Media release The ringing of the SIX stock exchange bell marked the end of FINANZ26 on February 26, 2026. 3100 professional investors attended Switzerland's leading B2B finance event at the Kongresshaus Zurich/Switzerland. With four roundtables featuring prominent participants, over 20 expert panels, and around 90 expert presentations, the 27th edition of the two-day trade event offered a diverse program with over 200 financial experts. The transformation from a financial tra
Feb 272 min read


SIX and FINANZ: A strong partnership for the Swiss financial centre
The Swiss financial sector thrives on innovation, exchange and forward-looking cooperation. These are precisely the elements at the heart of the partnership between SIX Swiss Exchange, Europe's third-largest stock exchange, and FINANZ, Switzerland's leading B2B event for professional investors. What began as a premiere at FINANZ 2025 is now establishing itself as an important part of the programme – and as a powerful symbol of the close connection between the stock exchange a
Feb 183 min read


FINANZ26: Moving into the future with renewed momentum
Media Release On February 25 and 26, 2026, Switzerland's largest financial industry event will open its doors for the 27th time, offering a range of new features. After six successful editions as a trade fair, FINANZ is repositioning itself as a financial event. The organizers are thus placing the diverse program of roundtables, expert panels, specialist presentations, and the Open Forum, which has already proved very popular with professional visitors in previous years, at t
Feb 113 min read
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