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𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗙𝗶𝗿𝘀𝘁: 𝗪𝗵𝗮𝘁 𝗦𝘄𝗶𝘀𝘀 𝗦𝗶𝗻𝗴𝗹𝗲 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲𝘀 𝗔𝗿𝗲 𝗦𝗶𝗴𝗻𝗮𝗹𝗶𝗻𝗴 𝘁𝗼 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 Switzerland’s single family office landscape is one of the most concentrated in Europe. And the signal is clear: succession planning is moving to the top of the agenda. A recent study (SFOA/UBS, University of St. Gallen) reports that Swiss single family offices now oversee approximately CHF 785 billion in assets, and that succession planning matters more than short-term performance for many. (Source: finews.ch) 𝟭) 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗯𝗲𝘆𝗼𝗻𝗱 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲𝘀 When succession becomes a priority, it changes the broader market dynamic. This affects: • Independent wealth managers • Fiduciary firms • Asset managers • Fintech companies In practice, succession turns into operational questions: What are our realistic strategic options? How do we identify suitable counterparties without sending market signals? How do we maintain control and discretion at the same time? This is where many processes slow down. 𝟮) 𝗧𝗵𝗲 𝗿𝗲𝗮𝗹 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁: 𝗱𝗶𝘀𝗰𝗿𝗲𝘁𝗶𝗼𝗻 𝘃𝘀 𝗿𝗲𝗮𝗰𝗵 In financial services, counterparty search is a balancing act. Move too openly too early and you create noise. Stay too quiet for too long and you lose optionality. Historically, the industry has relied on networks. They help, but they do not scale: they are relationship-driven, timelines stretch, and maintaining discretion is hard. The market needs better infrastructure, not just more conversations. 𝟯) 𝗪𝗵𝗮𝘁 “𝗴𝗼𝗼𝗱 𝗲𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲” 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲 The early stage is not about “running a transaction.” It is about evaluating options. To do that professionally, you need: • Anonymity: Intent stays invisible until explicitly released. • Precision: Criteria-driven selection, not broad outreach. • Control: Full decision rights over every contact request. • Speed: A shorter path from hypothesis to qualified counterparty. 𝟰) 𝗪𝗵𝗲𝗿𝗲 𝗠&𝗔𝗧𝗖𝗛.𝗟𝗔𝗕 𝗳𝗶𝘁𝘀 At 𝗠&𝗔𝗧𝗖𝗛.𝗟𝗔𝗕 (matchlab.ch), we are building exactly that: digital infrastructure for discreet B2B introductions in the context of succession, consolidation, and strategic growth. We currently see strong activity among independent wealth managers and fiduciary firms exploring succession scenarios. The preference for early, discreet option discovery before formal mandates begin is a clear trend. 𝟱) 𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝘁𝗵𝗼𝘂𝗴𝗵𝘁 The study is a timely reminder: succession is a primary strategic driver. The players who can surface options earlier and more discreetly will improve both speed and outcome quality. Do you have infrastructure for discreet option discovery, or are you relying exclusively on networks? Learn more: www.matchlab.ch