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ZWEI Wealth

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Zürich
ZWEI Wealth

Wegbeschreibung

Das Wealth Management der Zukunft

08/10/2026

How resilient is the global economy amid rising inflationary pressures and shifting monetary policies?

In the latest Monthly Talk, Klaus W. Wellershoff joins Patrick Müller, CEO of Zwei Wealth, to discuss recent market developments and the economic outlook.

Key topics include global economic growth, inflation trends and the latest interest rate decisions by major central banks.

Watch the latest Monthly Talk and explore the key developments shaping financial markets.
https://eu1.hubs.ly/H0yZ4BZ0

15/09/2026

How does your asset manager compare?
https://eu1.hubs.ly/H0yl4bL0

Zwei Wealth has completed its latest review of more than 550 asset managers. While 7 % improved their rating, 9 % were downgraded. Only 12 % achieved a rating of 3.6 or higher, placing them in the top category of «Very Good».

The independent Zwei Wealth Provider Rating assesses the stability, organisational strength and experience of each provider and is updated every six months.

Find out how your asset manager is rated:
https://eu1.hubs.ly/H0yl4bL0

25/08/2026

Does better technology lead to better investment decisions?

Artificial intelligence is transforming investment research. It can process vast amounts of information, identify patterns faster than ever before and support investment teams throughout the research process.

But faster access to information does not remove uncertainty from investing. Human judgement, a clear investment philosophy and accountability remain essential.

In our latest Topic Deep Dive, Cyrill Moser speaks with Diego Föllmi, CEO of Hérens Quality Asset Management, about how AI is changing investment research and what this means for quality investing.

Watch the Topic Deep Dive and read the key takeaways:
https://eu1.hubs.ly/H0xQnwd0

16/08/2026

What happens when wealth, art and culture share the same space?
https://eu1.hubs.ly/H0xG2pd0

At the Villa zum Mythenstein, contemporary art meets historic architecture, conversations lead to new perspectives, and a workplace becomes a place for encounters and inspiration.

For us, it reflects a broader understanding of wealth: behind every fortune are personal goals, ideas and aspirations about what it should make possible.

Discover the story of the Villa zum Mythenstein and why we believe wealth needs space.
https://eu1.hubs.ly/H0xG2pd0

23/07/2026

Investment performance is often the first thing investors look at when assessing an asset manager. Yet performance alone rarely tells the full story.

A structured manager review also considers risk, investment style, costs, portfolio quality, and organisational changes. Looking at these factors together provides a far more reliable basis for deciding whether a manager continues to add value.

Our latest article explains how structured Manager Benchmarking helps identify when a review is appropriate and when a change may be justified.

Read the full article:
https://eu1.hubs.ly/H0x6HDP0

03/07/2026

When is the right time to review or replace a portfolio manager?

Strong investment performance is important. Knowing whether your current manager is still the right fit is equally valuable.

Join our next Investment Committee Online Conference on 9 July 2026, where our experts will discuss:
• How portfolio managers performed in the first half of 2026
• The key questions investors should be asking today
• When a manager review or benchmarking exercise makes sense

If you are responsible for preserving and growing wealth, this 30-minute session will provide practical insights to support better investment decisions.

Register here:
https://eu1.hubs.ly/H0wHQVG0

We look forward to welcoming you online.

02/07/2026

An evening filled with inspiring conversations and a truly special atmosphere.

A heartfelt thank you to Claudio Righetti for hosting such a wonderful event. It was a pleasure to hear the personal stories and perspectives of Christa Rigozzi and Karin Haug-Bleuler, and to learn more about the remarkable work of Stiftung Wunderlampe.

For more than 30 years, the foundation has been making heartfelt wishes come true for children living with a serious illness or disability, creating unforgettable moments for them and their families. Hearing about this commitment was both moving and inspiring.

Events like these remind us of the value of authentic conversations and the positive impact that commitment and compassion can have.

Thank you for a memorable evening.

20/06/2026

As we reflect on the Wealth Office Conference 2026, one thing stands out: meaningful conversations remain at the heart of wealth management.

What happens when Wealth Officers, banks, asset managers and investment specialists come together for three days?

New ideas emerge. Perspectives are challenged. Relationships are built.

The Wealth Office Conference 2026 once again demonstrated the value of bringing together different voices from across the wealth management industry.

From discussions about artificial intelligence and platform innovation to investment pitches and networking sessions, the conference provided a platform for dialogue, comparison and new perspectives.

Thank you to everyone who contributed to making this year's conference possible.

Watch the recap video and read the full event review:
https://eu1.hubs.ly/H0wk0J90

05/06/2026

Great investment ideas deserve a stage.

At the Zurich Pitching Day of the Wealth Office Conference 2026, banks and asset managers presented selected investment solutions across Capital Growth, Capital Preservation and Alternatives.

The format creates a unique opportunity to compare different approaches, challenge perspectives and discuss investment ideas in a transparent and structured setting.

Thank you to all participating speakers, attendees and partners who contributed to another outstanding day of the Wealth Office Conference.

Further insights into the presented investment solutions and key takeaways from the Pitching Day will be available shortly on Wealth Office Insights.

Office

05/06/2026

Innovation starts with new perspectives.

The Wealth Office Conference 2026 began with the Zurich Innovation Day, bringing together industry professionals to discuss innovation, technology and the future of wealth management.

Throughout the evening, speakers shared ideas on how new technologies, platform innovations and changing client expectations are shaping the next generation of wealth management.

A sincere thank you to all speakers, guests and partners who joined us for the opening of this year's Wealth Office Conference.

A summary of the key discussions and insights from the Innovation Day will be published shortly on Wealth Office Insights.

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