Asset Manager of the Year 2026


“For us, asset management means responsibility across generations. This award is not a marketing instrument, but the result of clear decisions, disciplined execution and an uncompromising commitment to risk-return quality. That is what we stand for.”
The renowned Swiss business magazine BILANZ has once again named Wenzinger & Tschan Finanz AG Asset Manager of the Year. After winning the 36-month category last year, we were awarded first place in the 24-month ranking for 2026.
Our equity strategy was further honoured with the “Top Sharpe Ratio 24 Months” award for delivering the best risk-adjusted performance over a two-year period. In addition, we achieved several first places in other individual strategy categories.
For us, this distinction is far more than a title. It confirms the strength and consistency of our investment philosophy.
Performance with Responsibility
The BILANZ rating is based on real, verifiable performance figures over clearly defined periods. It evaluates not only absolute returns, but above all the quality of those returns relative to the risks taken.
This is precisely where our focus lies. Assest management does not mean chasing trends. It means structuring capital strategically, taking calculated risks and managing them with discipline.
The Top Sharpe Ratio award highlights that our equity strategy has not only delivered strong results, but has done so efficiently. Sustainable performance is never accidental. It is the result of consistent risk-return optimisation.
Consistency as a Quality Standard
Multi-year awards are not the product of a single favourable market phase. They are the outcome of clearly defined processes, disciplined decision-making and a long-term investment horizon.
In an environment shaped by inflation, geopolitical uncertainty and structural change, the true quality of asset management becomes evident. Stability, experience and conviction matter most when markets are demanding.
Our repeated recognition across different time horizons demonstrates that our approach works structurally, not just temporarily.
Conclusion
This renewed recognition by BILANZ fills us with pride and responsibility alike. Our ambition remains unchanged: to manage wealth with foresight, control risk with discipline and create sustainable value for our clients.


