Asset Management Association Switzerland

What Asset Management Association Switzerland does

Asset Management Association Switzerland (AMAS) is a non-profit industry association founded in 1992 and headquartered in Basel, Switzerland, representing the Swiss asset management industry. It serves as the unified industry voice for asset management firms operating in Switzerland, including independent managers, bank-owned asset management divisions, and insurance-owned managers. Members collectively manage CHF 3.73 trillion in assets, making Switzerland Europe's third-largest asset management hub with over 11% market share. The organization had six new members join in 2026, including KKR, AMINDIS, and Grant Thornton.

AMAS provides a portfolio of self-regulatory frameworks, research publications, professional education, and advocacy services. Core products include the annual Swiss Asset Management Study, the 'Der 3. Beitragszahler' pension fund report, the members-only AMAS Datacenter, the Swiss Climate Scores sustainability framework, the Swiss Stewardship Code, the L-QIF regulatory framework, and the AZEK Private Markets Certificate program developed with AZEK. The association develops self-regulation standards aligned with FIDLEG/FINIG requirements, including guidelines for fund management, real estate funds, money market funds, and sustainable finance transparency (current version 2.2).

The business model is membership-based, generating revenue through recurring membership fees from Swiss asset management companies, banks with asset management divisions, and related financial institutions. The organization also engages in event-driven revenue through the annual Asset Management Day conference and disseminates research publicly or through member channels. AMAS maintains active membership in international bodies (EFAMA, IIFA, Swiss Finance Council, NZAMI, PRI, Building Bridges) to represent Swiss industry interests in EU and global regulatory processes. Leadership is provided by President André Müller-Wegner (appointed 2026) and CEO Adrian Schatzmann, with a team of 11-50 employees.

Name

Asset Management Association Switzerland

Legal name

Asset Management Association Switzerland

Website

https://am-switzerland.ch

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Asset Management Association Switzerland is a non-profit industry association founded in 1992, representing Swiss asset management firms managing CHF 3.73 trillion in assets. It provides self-regulation, research, advocacy, and professional development as Europe's third-largest asset management hub.

Ownership category

akta.pro rank

Product category

Industry Association Services

NAICS

Management of Companies and Enterprises (55111)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

ESG Reporting, Disclosure & Regulatory Compliance (SFDR, EU Taxonomy, TCFD/ISSB) (FSAAALAK)

Keywords

• Asset management association
• Investment fund regulation
• Sustainable finance standards
• Industry self-regulation
• Pension fund studies

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D

Revenue model

1. Membership fees: AMAS generates revenue through membership fees from Swiss asset management companies, banks with asset management divisions, and related financial institutions. The association had six new members in 2026 including KKR, AMINDIS, and Grant Thornton.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Asset Management Association Switzerland (AMAS) is a member-based industry trade association that represents Swiss asset management firms managing CHF 3.73 trillion in assets. It provides authoritative industry research (Swiss Asset Management Study, pension fund studies), develops self-regulatory frameworks (Swiss Climate Scores, Swiss Stewardship Code, Self-Regulation on Sustainable Finance Transparency, L-QIF fund category), delivers professional education via the AZEK Private Markets Certificate, and advocates for industry interests with FINMA, the Swiss Federal Department of Finance, and EU bodies including EFAMA, IIFA, and the Swiss Finance Council.

Product overview

The Asset Management Association Switzerland (AMAS) is a trade association serving the Swiss asset management industry, offering a portfolio of research publications, self-regulatory frameworks, educational programs, and communication services. Core offerings include the annual Swiss Asset Management Study tracking CHF 3.73 trillion in assets under management, the Swiss Climate Scores sustainability framework, the Swiss Stewardship Code with nine stewardship principles, and the L-QIF (Limited Qualified Investor Fund) regulatory structure. AMAS provides members-only services through the AMAS Datacenter, publishes the 'Der 3. Beitragszahler' pension fund report, and offers standardized model documents and guidelines aligned with FIDLEG/FINIG. The association also facilitates professional development through the AZEK Private Markets Certificate program and organizes the annual Asset Management Day event. Sustainability-related services include self-regulation on transparency (version 2.2) and the Swiss Climate Scores framework for climate-related investment comparison.

Differentiator

Problem solved

Functional benefit

Products and services

• Swiss Asset Management Study Annual industry study providing comprehensive analysis of the Swiss asset management market, including assets under management, market positioning in Europe, and growth trends. Published for AMAS members and the public.
• AMAS Datacenter Members-only data platform providing access to industry data, reports, and analytical resources for AMAS member organizations.
• Der 3. Beitragszahler (The 3rd Contributor) Report Analysis of capital market returns from Swiss pension funds and their distribution to policyholders. The 2025 edition shows 78% of capital market returns flowed directly into retirement savings.
• Private Markets in Switzerland Joint study with SECA (Swiss Private Equity Association) and Boston Consulting Group examining the potential and challenges of private markets in Switzerland, where asset managers manage approximately CHF 360 billion in private market investments.
• Pensionskassenstudie (Pension Fund Study) 2024 Study analyzing risk capacity and investment risks of Swiss pension funds, commissioned by AMAS and conducted by WTW consulting.
• Limited Qualified Investor Fund (L-QIF) New Swiss fund category introduced March 1, 2024, designed to enhance competitiveness of the Swiss fund and asset management sector by enabling collective capital investments under Swiss law without FINMA approval requirement.
• Swiss Climate Scores Voluntary framework enabling comparison of financial investments regarding Paris Climate Agreement goals and decarbonization targets, with indicators for greenhouse gas emissions, fossil fuel exposure, and net-zero commitments.
• Swiss Stewardship Code Joint guideline by AMAS and Swiss Sustainable Finance (SSF) containing nine stewardship principles for asset managers, asset owners, and financial service providers to promote active shareholder rights exercise.
• Self-Regulation on Sustainable Finance Transparency Mandatory standards for Swiss financial institutions managing collective assets with sustainability relevance, including documentation and reporting obligations. Current version 2.2 (as of September 18, 2025).
• AZEK Private Markets Certificate Six-day professional development program developed jointly by AMAS and AZEK covering products, investment strategies, structures, regulation, and operational processes in Private Markets.
• Model Documents (Musterdokumente) Standardized template documents for securities funds, real estate funds, SICAV structures, and limited partnerships for collective capital investments, aligned with FIDLEG/FINIG requirements.
• Guidelines (Richtlinien) Self-regulatory guidelines including behavioral rules, real estate fund guidelines, money market fund guidelines, asset valuation guidelines, fund performance guidelines, and TER calculation guidelines (effective January 1, 2022).
• Asset Management Day Annual industry event bringing together Swiss asset management professionals. The 2026 edition featured AMAS President André Müller-Wegner's inaugural speech.
• Global Investment Performance Standards (GIPS) Services related to GIPS compliance and verification for Swiss asset management firms.

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core and major.

• European Fund and Asset Management Association (EFAMA)coreStrategic or Co-development Partner · 1 January 2023AMAS is an active member of EFAMA, which advocates for optimal conditions for the asset management industry. This membership provides European regulatory intelligence and industry representation.
• International Investment Funds Association (IIFA)coreStrategic or Co-development PartnerAMAS is a member of IIFA, the globally active association working for optimal conditions for asset management.
• Swiss Finance Council (SFC)coreStrategic or Co-development PartnerAMAS has been a member since 2023 and maintains regular contact on current topics. SFC represents Swiss financial institutions' interests with EU institutions in Brussels and monitors regulatory developments.
• Swiss Sustainable Finance (SSF)coreStrategic or Co-development PartnerJoint development of Swiss Stewardship Code published in 2023. Collaboration on sustainable finance standards and publications.
• Principles for Responsible Investment (PRI)majorStrategic or Co-development PartnerJoint workshops and roundtables on stewardship and engagement topics. Joint publication 'Swiss Stewardship in Practice' covering January 2024 to June 2025.
• AZEKcoreStrategic or Co-development PartnerJoint development of professional development program leading to Private Markets certificate. Six-day practical course covering Private Equity, Venture Capital, Private Credit, and Real Assets.
• SECA (Swiss Private Equity Association)majorStrategic or Co-development PartnerCollaborated on 'Private Markets in Switzerland: Scaling Innovation & Growth' study along with Boston Consulting Group.
• Swiss Federal Department of Finance (SIF)coreStrategic or Co-development PartnerAMAS supported the federal government in developing Swiss Climate Scores. SIF launched the initiative on June 29, 2022 for comparing financial investments regarding Paris Climate Agreement.
• Swiss SPTC (Securities Post Trading Council)majorStrategic or Co-development PartnerAMAS actively participates through its T1CH working group. Swiss SPTC mandated to analyze impacts of settlement cycle shortening to T+1 and make recommendations.
• Building Bridges InitiativemajorStrategic or Co-development PartnerAMAS is a founding member of Building Bridges, an international multi-stakeholder initiative launched in 2019 by Swiss authorities, financial associations, NGOs, and the United Nations to accelerate Sustainable Finance.
• Net-Zero Asset Managers Initiative (NZAMI)majorStrategic or Co-development PartnerAMAS joined in December 2021 as one of the first industry associations, committing to promote the initiative among members. NZAMI is under Glasgow Financial Alliance for Net Zero (GFANZ).
• Swiss Asset Manager MemberscoreOthersSwiss asset management companies that are AMAS members, managing CHF 3.73 trillion in assets. Includes major banks, insurance-owned managers, and independent firms.

Scale indicators14 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• European Fund and Asset Management Association (EFAMA): Pan-European trade association for the investment management industry. AMAS is an active member; EFAMA serves as the direct counterpart at the EU level advocating for similar regulatory and self-regulation objectives across European asset managers.
• International Investment Funds Association (IIFA): Globally active association advocating for optimal conditions for asset management. AMAS is a member of IIFA, making it a direct peer in cross-border investment fund industry representation and standard-setting.
• Swiss Finance Council (SFC): Brussels-based association representing Swiss financial institutions' interests with EU institutions. AMAS has been a member since 2023, making SFC a direct peer in EU regulatory advocacy for the Swiss financial sector.
• Swiss Sustainable Finance (SSF): Swiss association dedicated to sustainable finance. AMAS and SSF jointly developed the Swiss Stewardship Code (2023), making SSF a direct peer and collaboration partner in sustainable finance standard-setting for Swiss asset managers.
• SECA (Swiss Private Equity & Corporate Finance Association): Swiss private equity and corporate finance industry association. AMAS collaborated with SECA and BCG on the 'Private Markets in Switzerland' study, making SECA a direct peer representing adjacent segments of the Swiss financial industry.

Regional players

• Association of the Luxembourg Fund Industry (ALFI): Grand Duchy of Luxembourg fund industry association, representing Europe's largest fund domicile. ALFI is a comparable industry body in a competing fund center, making it a strong regional peer to AMAS in fund regulation and cross-border distribution.
• BVI Bundesverband Investment und Asset Management: German investment and asset management industry association. BVI represents the German asset management industry and is a regional peer to AMAS, with comparable functions in self-regulation, advocacy, and market research for asset managers.
• Association Française de la Gestion financière (AFG): French asset management industry association. AFG is the French counterpart to AMAS, representing asset managers in France and is a regional peer in European asset management industry advocacy and self-regulation.
• Investment Association (UK): UK trade association representing investment managers. As one of the largest UK financial industry associations, it serves a comparable role to AMAS for the British asset management industry and is a regional peer in advocacy and standards.

Broad incumbents

• ICI Global (Investment Company Institute): Leading global association of regulated investment funds, with strong US roots. ICI Global is a broad incumbent peer to AMAS, serving comparable functions in fund industry advocacy and research but at a significantly larger global scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/am_switzerland

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Asset Management Association Switzerland