BILANZ 2025: Wealth Manager of the Year over 12 months

Everon was named “Wealth Manager of the Year” for the twelve-month period in the 2025 BILANZ wealth manager rating. With 84.50 out of 100 points, Everon finished 0.31 points ahead of PostFinance (84.19) and ahead of Wenzinger & Tschan (79.37). The rating appeared in BILANZ issue 03/2025.

The most important facts at a glance

• First place over twelve months with 84.50 out of 100 points, and with it the title “Wealth Manager of the Year” (BILANZ 03/2025).
• Basis: 146 real client portfolios from 37 wealth managers, evaluated by firstfive, reporting period calendar year 2024.
• In the dynamic risk class, first place over twelve months by Sharpe ratio (2.54) and by return (47.63 percent, standard deviation 18.23 percent), firstfive ranking of December 2024.
• In the firstfive ranking of December 2024 the same strategy ranked first over 24 months in the dynamic class, with a return of 102.16 percent and a standard deviation of 17.88 percent. This is a ranking position; the 24-month title went to PostFinance.

What is the BILANZ wealth manager rating?

The BILANZ wealth manager rating is an annual comparison of real client portfolios held by Swiss wealth managers. Germany-based firstfive evaluates the portfolios on behalf of BILANZ and sets return against risk. For the 2025 rating, 37 wealth managers submitted 146 portfolios. The reporting period was calendar year 2024.

BILANZ awards the title “Wealth Manager of the Year” for each period. For it, firstfive scores the Sharpe ratio in three of four risk classes. Firms that take part in all four classes may discard one result, and the maximum is 100 points.

How did Everon do in the 2025 rating?

Everon ranks first over twelve months in the “Wealth Manager of the Year” category. In the dynamic risk class, the Multi Factor Global Tech Dynamisch strategy returned 47.63 percent in 2024 with volatility, measured as standard deviation, of 18.23 percent. According to BILANZ, this was the highest twelve-month return in the rating.

With a Sharpe ratio of 2.54, the strategy also led its class on return relative to risk. In the firstfive ranking of December 2024 it also ranked first in the dynamic class over 24 months, by Sharpe ratio (2.29) and by return (102.16 percent, standard deviation 17.88 percent). That is a position in the ranking, not an award in its own right.

Who won in the other periods?

Over 24 months the title went to PostFinance (93.40 points), over 36 months to Wenzinger & Tschan (96.39) and over 60 months to Tareno (100.00). Twelve months capture one market phase; 60 months span several cycles. The guide to wealth manager ratings explains how to read the categories.

All awards since 2020, with category and evidence, are listed on the awards page.

Frequently asked questions about the 2025 BILANZ rating

What does the title “Wealth Manager of the Year” mean?

BILANZ awards the title on the basis of an evaluation by firstfive. It scores the Sharpe ratio, that is return relative to risk, in three of four risk classes. Firms that take part in all four classes may discard one result. The maximum is 100 points. Over twelve months Everon reached 84.50 points.

Who won the 2025 BILANZ rating in the other periods?

Over 24 months PostFinance led with 93.40 points, over 36 months Wenzinger & Tschan with 96.39 points and over 60 months Tareno with 100 points. Over twelve months PostFinance followed closely behind Everon with 84.19 points.

Does the award say anything about future returns?

No. The rating assesses a past period, here calendar year 2024. A strategy with a high equity weighting can do considerably worse in a different market environment. The guide to wealth manager ratings explains how to place ratings by period and risk class.

(Sources: BILANZ, issue 03/2025, wealth manager rating 2025; firstfive, Swiss ranking December 2024)