«The purpose of the Swiss Open Wealth Association (SOWA) is to find ideas and business models for wealth management in order to strengthen the Swiss financial center as a global wealth leader. This is done by gaining new insights, sharing them and implementing initiatives through the community.

SOWA focuses 100% on wealth management clients. Worldwide and from assets of CHF 5 million. The assets may/should also consist non-bankable assets.

The members of SOWA are committed to identify the most relevant and attractive new value streams related to wealth management and validate them accordingly. There is NOT a focus on existing financial services, but a conscious effort to "research" significant new revenue streams and validate them in a market and client-facing manner.

Beyond-Wealth!

The focus is on the business and not on its available or necessary technology. The technology is covered accordingly through partnerships and checked when appropriate for new value streams that have been identified.