Swiss Life: Wealth Managers opens its first private management agency in Zurich







Zürich, 23 May 2022

Swiss Life Wealth Managers opens its first private wealth management branch in Zurich

  • The Swiss Life Group is expanding its offer in Switzerland: With Swiss Life Wealth Managers, it now offers private individuals comprehensive advisory services and individual wealth management from a single source.
  • This allows individuals to benefit directly from more than 165 years of Swiss Life Asset Managers’ expertise in institutional wealth management and investment competence.
  • The advisory services offered by Swiss Life Wealth Managers include wealth management as well as financial planning, tax and retirement.
  • Swiss Life Wealth Managers opens its first office in Zurich today and will extend its offer to other regions of Switzerland in the coming years.

The Swiss Life Group is expanding its current offer in Switzerland and thus strengthening its position as market leader in global pensions and financial services. Advisors in the new business area Swiss Life Wealth Managers now offer demanding private individuals tailor-made services in the areas of wealth management, financial planning, tax and pensions.

“We see a growing need for comprehensive advice and tailored investment opportunities in the growing wealthy market segment. Swiss Life Wealth Managers helps individuals to tailor their financial planning to their individual needs. In this way we make a decisive contribution to the self-determination of our customers”, says Markus Leibundgut, Member of the Executive Board of the Swiss Life Group and CEO Switzerland.

Advice and investment expertise from a single source

Swiss Life Wealth Managers supports its clients in financial planning and wealth management from a single source. Experienced advisors specialize in asset accumulation and asset diversification, always through a holistic approach. With attractive investment solutions, clients benefit directly from more than 165 years of experience and know-how in institutional asset management from Swiss Life Asset Managers, one of Switzerland’s largest asset managers. “For the first time, our investment experts now also offer bespoke wealth management to individuals that was previously reserved for institutional investors. In addition to long-term return objectives, this service also includes bespoke risk management and

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offers our clients financial confidence in all respects,” says Stefan Mächler, Chief Investment Officer of the Swiss Life Group.

Opening of the first location in Zurich

Swiss Life Wealth Managers entered the market today with the opening of its first location: clients will now be able to consult at the premises at Tödistrasse 38 in Zurich. There will also soon be a second location in Winterthur. Swiss Life Wealth Managers will open other branches in the coming years and thus expand its offer to other regions of Switzerland.

Growth in fee business supports the “Swiss Life 2024” strategy

With Swiss Life Wealth Managers, the Swiss Life Group completes its already strong portfolio of advisory services addressing various needs and customer segments in Switzerland and thus supporting the objectives of the strategic program “Swiss Life 2024”. Swiss Life has set itself the goal of increasing

CHF 6.5 billion by 2024. The development of the wealthy segment should make a significant contribution to this ambition and support the long-term growth of the commission business.

More information on the offer of Swiss Life Wealth Managers: www.swisslife-wealth.ch

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Swiss Life

The Swiss Life Group is one of Europe’s leading providers of comprehensive life insurance, pensions and financial solutions. In its main markets of Switzerland, France and Germany, Swiss Life offers individuals and companies comprehensive and individual advice as well as a wide range of own and partner products through its sales force. and distribution partners such as brokers and banks.

Advisors Swiss Life Select, Tecis, Horbach, Proventus, Fincentrum and Chase de Vere select products from the market that are suitable for clients according to the Best Select approach. Swiss Life Asset Managers offers institutional and private investors access to investment and wealth management solutions. Swiss Life offers multinationals employee benefits solutions and wealthy individuals structured life insurance and pension products.

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Swiss Life Holding AG, registered in Zurich, was founded in 1857 as Schweizerische Rentenanstalt. The shares of Swiss Life Holding AG are listed on the SIX Swiss Exchange (SLHN). The Swiss Life Group also includes various subsidiaries. The Group employs approximately 10,000 people and has a distribution network of more than 17,000 advisers.

Swiss Life Wealth Managers is the designation for the wealth management activities of Swiss Life Asset Management SA. This publication contains advertising.

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Caution Regarding Forward-Looking Information

This publication contains specific forward-looking statements, for example, statements that include words such as “believe”, “assume”, “expect” or similar expressions. These forward-looking statements, by their nature, are subject to known and unknown risks, uncertainties and other important factors. These may cause Swiss Life’s actual results, developments and expectations to differ materially from those expressed or implied by such forward-looking statements. Given these uncertainties, readers are reminded that these statements are only projections and should not be overstated. Neither Swiss Life nor its members of the Board of Directors, executive officers, managers, employees or outside advisers, nor any other person associated with Swiss Life or any other relationship with the company makes any express or implied representation or guarantee as to the accuracy or completeness of the information contained in this publication. Swiss Life and the aforementioned persons cannot be held liable for any direct or indirect damage resulting from the use of this information. Further, Swiss Life undertakes no obligation to publicly update or change any of these forward-looking statements, or to adjust them to reflect new information, future events, developments or the like.

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Swiss Life Holding AG published this content on May 23, 2022 and is solely responsible for the information contained therein. Distributed by Audienceunedited and unmodified, on May 23, 2022 05:25:00 UTC.

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Analyst recommendations for SWISS LIFE HOLDING AG

2022 sales 22,598 million
23,561 million
23,561 million
Net income 2022 1,329 million
1,386 million
1,386 million
Net debt 2022

PER 2022 ratio 12.7x
2022 return 4.82%
Capitalization 17,082 million
17,810M
17,810M
capi. / Sales 2022 0.76x
capi. / Sales 2023 0.74x
# of employees 11,866
Floating 97.1%

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Number of analysts 11
Last closing price CHF541.80
Average target price CHF594.90
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