Do you know your future clients? 

Identify hidden transfer risks. Create transparency. Act early.

Horn & Company’s Wealth Transfer Radar makes your wealth-transfer exposure visible and provides clear priorities for RMs and management.

Your client base is changing. now.

The Challenge

3’600 billion CHF

as total bequeathable private wealth in Switzerland.

100+ billion CHF

Annual inheritance and gifting volume meets an ageing private-banking client base.

81% of heirs

change their financial advisor within 1–2 years after inheritance.

three Imperatives

From insight to action


H&C WEALTH TRANSFER RADAR

Turn hidden transfer risk into steering transparency


6 WEEKS SPRINT IN 3 STEPS

Translate exposure analysis to a concrete action plan

Set up

Define target view, data sources and assessment logic; align scope, assumptions and success criteria with key stakeholders.

Analysis

Run the radar on the client base to quantify exposure, identify heir visibility gaps and segment households by risk and readiness.

Action

Prioritize critical households, define bank-wide measures to protect AUM and win the next generation, and derive concrete RM actions.

* The radar can also be used for tracking purposes after the project ends.

why Horn & Company?

Our expertise

Private Banking

Deep understanding of Swiss Private Banking, relationship-manager models and the strategic risks linked to generational wealth transfer.

Strategy-to-Implementation

Proven ability to translate strategic priorities into pragmatic operating models, RM actions and measurable implementation roadmaps.

AI & Analytics

Strong experience in applying AI-supported analytics to client data, and creating transparency & prioritisation logic.


your contacts

Some of the imagery used on this page was created with AI.

Ready to make your wealth-transfer exposure visible?

Schedule a noncommittal demo with our experts.

REQUEST A DEMO