For Swiss Wealth Managers
Grow Your AUM With Qualified Investors Looking for an Independent Swiss Wealth Manager
We're currently working with investors holding CHF 500K–2M+ in investable assets who are actively looking for an independent Swiss wealth manager.
If you're accepting new mandates, we'd like to see whether your firm is a good fit.
Book Your Call
Pick a time that works.
30 minutes. We'll tell you straight whether we're a fit.
The Leadvon Method
Why This Works
01
Intent-First Targeting
We identify HNW individuals actively researching wealth management solutions — not cold lists. Every prospect has already signalled intent.
02
Multi-Channel Qualification
Prospects are qualified on minimum investable assets, timeline, and jurisdiction before any of your time is spent.
03
Calendar-Ready Appointments
Qualified prospects book directly into your Calendly. You show up to a call with someone who knows what they want and is ready to talk.
What advisors typically see
Appointments with prospects holding CHF 500K–5M+ in investable assets
No cold outreach — every prospect initiated the conversation
Consistent monthly pipeline, not feast-or-famine referrals
Full calendar control — appointments booked around your schedule
Dedicated ICP setup so every lead matches your ideal client profile