Main benefits of joining the community

  • Evaluate by comparison

    Control information by comparing the quality of your strategy to that of your peers

  • Ensuring trust

    Show the result of your management to your customers in full transparency and guarantee their trust.

  • Effectively control

    Evaluate and monitor the performance and risk of your portfolios simply and efficiently

  • Growing through innovation

    Increase your notoriety by participating in the world of Finance 2.0 and win new customers

Asset managers voluntarily and actively participating in the community

since 17.01.2014
since 10.06.2015
since 17.03.2016
since 24.05.2016
since 30.09.2016
since 30.09.2016
since 23.11.2016
since 09.05.2017
since 15.05.2017
since 15.06.2017
since 07.08.2017
since 28.09.2017
since 08.12.2017
since 08.12.2017
since 01.03.2018
since 06.03.2018
since 27.04.2018
since 11.04.2019
since 09.09.2019
since 22.11.2019
since 13.01.2020
since 23.03.2020

Testimonials

I came to hear of Performance Watcher during a presentation we had organised for the Alliance of Swiss Wealth Managers on the topic of transparency in performance reporting. I had long been interested in finding an instrument that would help our clients better understand how Avalor is working to achieve their performance goals. Performance Watcher offers such a tool, one that is both intuitive and credible, because of its third-party nature. The ultimate effect, funnily enough, is that it enables discussions that are much more focused on those issues – not performance-related – that are of genuine value to clients and their families.

Amaury Jordan
Founding partner & CEO

We consider Performance Watcher as a way to manage risk and follow our results compared to peers. Last but not least to be ready for the next evolution of client’s demand for transparency and performance.

Yiannis Skeparnias
Managing Partner & Administrator

We use Performance Watcher for all accounts managed by CAPITALIUM, and this since the launch of the company. We make this tool available to our clients so that they can measure, monitor and compare the performance obtained, no longer against theoretical indices, but against real portfolios of other clients managed by the competition.

Sebastien Leutwyler
Managing Partner & CIO

For us, Performance Watcher is first and foremost a portfolio control tool. The tool is clear, factual and inexpensive. Its dashboard with pictograms as well as alerts allow quick action and save precious time in the controls. Time, which we can then use to focus on what we like to do: investment.

Pierre Unternährer
Founder

Main benefits of joining the community

Recipients and service companies actively participating in the community

since 09.02.2016
since 15.02.2016
since 08.03.2018
since 30.09.2018
since 11.06.2019
since 07.10.2019
since 01.01.2020

Testimonials

Functional and precise, PW connects a community of investors. We appreciate the alert service that allows us to keep an eye on a large number of portfolios and to act in advance of shocks. This platform is a valuable tool that we like to use with customers.

Lital Puller
Co-CEO

How to join the platform?

The daily transfer and sharing of anonymous data is the first step and the only price to pay (excluding maintenance for professionals) to start benefiting from Performance Watcher. Here are the data providers that already offer automated transfer and are therefore Performance Watcher READY:

Banks

  • Banque Cantonale Vaudoise (BCV)
  • Banque Cramer & Cie SA
  • Banque Heritage SA
  • Banque Les Fils Dreyfus & Cie SA
  • Banque Lombard Odier & Cie SA
  • Banque Pictet & Cie SA
  • Banque J. Safra Sarasin SA
  • BNP Paribas
  • EFG International
  • Gonet & Cie SA
  • Gonet Bank & Trust Limited
  • Graubündner Kantonalbank (GKB)
  • LGT Bank AG
  • LLB - Liechtensteinische Landesbank AG
  • Mirabaud & Cie SA
  • Pictet & Cie (Europe) SA – Luxembourg
  • Piguet Galland & Cie SA
  • St.Galler Kantonalbank (SGKB)
  • VP Bank Group

Others

  • Allocare AG
  • Assetmax AG
  • ASSL
  • Avaloq AG
  • CAPAnalysis SA
  • DAPM SA
  • Expersoft Systems AG
  • Finamic Services SA
  • Galeo SA
  • KeeSystem SA
  • Siroc SA
  • Suisse Tech Partners SA
  • TeamWork Management SA
  • Unigestion SA
  • vwd group Switzerland AG
Discover Performance Watcher now & register for free!

Key figures

  • 14077
    portfolios
  • 37.46 billions
    of total assets in CHF
  • 1060
    users
PW index performance
from 31.12.2019 to 15.10.2020
  • low risk
    -1.10%
  • mid risk
    -1.62%
  • high risk
    -3.30%
  • low risk
    0.03%
  • mid risk
    -0.96%
  • high risk
    -2.45%
  • low risk
    2.80%
  • mid risk
    2.80%
  • high risk
    2.65%

News

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Revue de performance 2019 des indices PW

L’année 2019 était très bonne pour toutes les classes d’actifs et donc tous les profils de gestion Performance Watcher ont profité de cette te...

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It is time to democratise performance comparison!

The time has come for bank clients to be able to compare their portfolios with other clients, and to evaluate their manager in complete transparency.

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Investment Performance Comparison App Wins Graubünder KB as Partner

fintechnews. ch relays the press release concerning the launch of the PerfWatcher App.

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The Latest Tech News - Performance Watcher

Switzerland-based Performance Watcher, a wealthtech firm giving users the ability to compare their portfolio performance objectively and to see whethe...

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Deux banques suisses misent sur la transparence avec Performance Watcher

Deux banques suisses ouvrent la voie vers la transparence en acceptant de faire évaluer au quotidien leurs performances par une plateforme indépenda...

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The first bank comparison app wins two partners

Performance Watcher, Morges' wealthtech created and managed by Nicholas Hochstadter, took on an even more important dimension with the launch of its m...

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Finamic becomes Software Partner

Performance Watcher is delighted to have Finamic as one of its Software Partners. The accuracy of the data received by the network is essential. This ...

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Dichotomie entre réalité économique et évolution boursière!

Les différents indices Performance Watcher n'ont guère évolué au cours du troisième trimestre, malgré la forte volatilité des marchés. Par Lau...

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PW becomes a member of the GFA

Performance Watcher is proud to be a member of the Geneva Fintech Association as of today.

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Business Partnership with Asubium

We are very proud to announce a new business partnership with Asubium. This ensures for Performance Watcher professional users perfect implementation ...

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Outstanding performance in the first quarter of 2019

Laurent Hauswirth of LGH Financial Strategy analyses the Performance Watcher by IBO indices for the first quarter of the year.

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Sequoia enters into a partnership with the Performance Watcher platform

Sequoia, the Geneva platform for independent asset managers, and Performance Watcher, the fintech company specialising in portfolio valuation and comp...

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PW indices "live" on invest.ch

You can now find the performance of the Performance Watcher indices "live" on the invest. ch website under the heading "Market Intelligence". Thanks t...

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Les indices 2018 de la gestion de fortune par Performance Watcher

«De toute évidence, les gérants suisses n’ont pu éviter de subir la déroute des marchés financiers», remarque Nicholas Hochstadter, CEO de la...

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La gestion de fortune privée au temps de la transparence et résultats pour 2018

"Grâce à de nouveaux outils, les clients et les gérants ont maintenant la possibilité de savoir quelles sont les performances obtenues en moyenne ...

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Le digital permet de renforcer la relation client

Le digital apporte des opportunités extraordinaires. Pour le gérant de fortune, Performance Watcher permet de contrôler la performance des portefeu...

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Hébergement web sécurisé, un enjeu majeur pour la société suisse IBO !

IBO a fait le choix de collaborer avec Net4All depuis début 2017, en migrant directement sous la solution de cloud sécurisé CerberHost. En effet, l...

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Swiss pictograms for investment performance – Performance Watcher

An award-winning Swiss company called Investment By Objectives (IBO) has developed the Performance Watcher (PW), by collecting data from those managin...

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Performance Watcher partner of investir.ch

Investir.ch est le résultat de plus de 10 ans de blogs et d’articles financiers rédigés par Thomas Veillet et de sa collaboration avec Loïc Schm...

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Les indices 2017 de la gestion de fortune suisse

Dans l'ensemble, les gérants suisses ont obtenu des résultats satisfaisants l'an passé, ainsi qu'en attestent les performances enregistrées en 201...

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Les indices 2017 de la gestion de fortune suisse

Des résultats satisfaisants, preuves de la réussite des gérants de portefeuille à capter la hausse des marchés.

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Les gérants suisses ont su capter la hausse des marchés en 2017

Selon Performance Watcher, les rendements des portefeuilles ont nettement profité de la faible volatilité. Qui pourrait rebondir brusquement en 2018...

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Bonnes performances pour les gérants suisses en 2017

La plateforme de comparaison de performance Performance Watcher développée par la société morgienne Investment by Objectives (IBO) a calculé la p...

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Decisive partnership with SAAM

Newly included in your SAAM membership, you have now exclusive access to Performance Watcher and automatically monitor that the investments made are a...

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IBO Performance Watcher is now part of the Avaloq Banking Suite

Avaloq and IBO are cooperating to enable banks and financial service providers to benchmark their performance and to strengthen confidence in financia...

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Avaloq starts cooperation with IBO

Avaloq integrates the IBO Performance Watcher into its Banking Suite. Financial service providers can, among other things, measure the performance of ...

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AVALOQ announces partnership with IBO

Avaloq introduces a new era of trustworthy banking

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Decisive partnership with Avaloq

IBO's comparative portfolio management application is a fintech solution now on the Avaloq Banking Suite. By Elsa Floret

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IBO headlines the AGEFI !!!

Announcement of AVALOQ's partnership with IBO.

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The IBO index in the news as a reference

Banques Privées: le deuxième effet kiss cool de la transparence

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IBO wins at the WealthBriefing Swiss Awards: "Client Communications"

"The judging panel felt the approach this firm adopts towards message development and information distribution is relevant, eye-catching and original....

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Les performances, ce secret bancaire

Les banques révèlent rarement les rendements dans la gestion de fortune. Quelques nouveaux indices permettent de comparer les performances. Pour un ...

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Stony road to more transparency

"Transparency strengthens clients' trust." Marc Lussy

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La gestion doit sortir de son arrière-boutique

"En France, à partir de l’année prochaine, la loi obligera les conducteurs d’automobile à remiser au garage les vitres teintées derrière lesq...

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La gestion de portefeuille en mode 2.0 (p.54-55)

Avec Performance Corner, l’application développée par le fondateur d’IBO SA, il est enfin possible d’évaluer le rendement de ses comptes et d...

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IBO winner of "Client Communications and Reporting"

"IBO provides clients with an accurate way to compare their investment returns in a manner that enables investment managers to deliver the returns for...

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Le moment d’afficher ses performances

"Les nouvelles technologies commencent à faire leur âge. Les TIC, dans le jargon plus ou moins officiel, sont apparues au début des années 90 avec...

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Une nouvelle voie pour la gestion de portefeuille

Wealth Management 2016

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Piguet Galland intègre Performance Watcher

La banque Piguet Galland va désormais proposer à ses gérants indépendants les outils d’évaluation et de comparaison de gestion portefeuille dé...

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Piguet Galland and Performance Monitor Tie Up

Swiss private bank Piguet Galland said it has entered a partnership with Investment by Objectives, or IBO, a performance specialist which helps privat...

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De «nice to have» à «need to have»

Développées par Nicholas Hochstadter, des applications telle que Performance Watcher ont d’abord été conçues pour revaloriser le métier de ges...

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Sturmwarnung für das Portfolio

Der Finanzplatz ist im Umbruch. Nachdem Schwarzgeldkonten out sind, sind Werte wie Transparenz und Fairness «en vogue». Online Tools werden den neue...

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Gérer son patrimoine, quoi de neuf?

L’épargne n’est pratiquement plus envisagée pour qui souhaite faire fructifier sa fortune. Heureuse- ment, une nouvelle philosophie de gestion a...

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EXCLUSIVE INTERVIEW: Swiss "Evangelist" Wants To Shine Brighter Light On Risk, Returns

"Getting quick and accurate data that shows if a portfolio is out of line with its objectives can, if acted upon rapidly, cement client relationships ...

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IBO is proud to participate to Virtual FinFair 2016

Virtual Finfair is a “one of its kind” event where the international financial community get together online for one day. Once your avatar is crea...

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Fintech-Spezialist im Video-Interview „Bei Fintechs ist eine gute Szene beieinander“

Fintechs erlebten in den vergangenen drei Jahren einen regelrechten Boom. Was Marc Lussy, Fintech-Pionier und Head of Business Development beim Portfo...

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Evaluer les performances des gestionnaires? C’est possible

Une société de Morges a lancé des moteurs d’évaluation et de comparaison spécialement conçus pour la gestion de portefeuille. Ils permettent ...

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Performance Watcher in Family Office Elite Magazine

Find the link to the flip version hereunder. Story on page 93/94.

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Performance Network proud to support the 11th Fintech Nite

"Back in 2010, pokeRT was the first social media party in Switzerland. We are excited that the 11th edition will host a Fintech Nite on the 26th of Oc...

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"perfnetwork" in Banque&Finance

Announcement of the launch of "perfnetwork", the Performance Network app in Banque&Finance.

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"perfnetwork", the Performance Network App in the AGEFI

The AGEFI announces the Performance Network App "perfnetwork" release. (CAUTION: the link might be subject to subscription)

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Performance Network app announced by minicab.com

IBO: Performance Network auch auf Mobilgeräten verfügbar Von moneycab - 20. Oktober 2015

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Schweizer Fintech-Pionier angelt sich Top-Job

Der langjährige Banker und heutige Fintech-Aficionado Marc Lussy steigt bei einer Firma für Performance-Vergleiche ein. Dort soll er das Geschäftsm...

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Interesting article in dailyfintech.com on transparency

The Global Transparency movement in Portfolio Performance By Efi Pylarinou.

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Article Banque&Finance à l'occasion d'Invest' 15

“Faire en sorte que les gestionnaires puissent mieux exposer leur savoir-faire”

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Interview with Nicholas Hochstadter on Dukascopy TV

Short interview on the IBO ecosystem and in particular its contribution to the movement towards transparency of portfolio management results.

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Article on Performance Corner in fintechnews.ch

Performance Corner: Portfolio Performance Made Easy And Understandable to the Masses.

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Le devoir de transparence apparaît de plus en plus facile à accomplir

Le web 2.0 permet aux gérants indépendants de disposer de nouveaux instruments capables de les aider à communiquer plus efficacement avec leurs cli...

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Presentation of Performance Watcher to SAAM members

L’ASG propose son traditionnel point de situation sur les derniers développements en matière de réglementation nationale et internationale des ma...

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Investment By Objectives (IBO) and Blue Lakes Advisors (BLA) Announce A cooperation

The re-composition of the Swiss financial centre requires its players to revisit all or part of their business model. IBO and BLA are two young and in...

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The "Comparis" of portfolio management is born

"Performance-corner.ch, plateforme lancée en novembre 2013 par Nicolas Hochstadter, vise à comparer les performances de gestion. Déjà, les clients...

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Introduction of a new index for investors

"Pour le risque pris, quelle performance ai-je fait? Et pour ce même niveau de risque, qu’ont fait les autres qui investissent comme moi? Ce questi...

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Independent asset management supervisory service

Swiss company IBO offers an innovative tool for supervising your investments and the profitability of your portfolio. A few months from now, it will a...

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Article in BILAN about performance evaluation

"La performance n’est pas la seule donnée à prendre en compte pour savoir si vos investissements correspondent à vos attentes. Décryptage." Par ...

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Article in ICTjournal.ch about Performance Corner launch

"Lancement d’un compararateur de performance de portefeuille." By Mélanie Haab