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ZWEI Wealth

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ZWEI Wealth

Das Wealth Management der Zukunft

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.

29/05/2026

An evening beneath the surface.

Recently, Zwei Wealth hosted the exhibition «Beneath the Surface» by Anna Maier at Villa Mythenstein in Zurich. Between inspiring encounters and many familiar faces, guests explored works shaped by layers of colour, emotion and perspective.

In a short interview with Nadeschda Hoidn Wiede, Anna Maier spoke about the stories behind her art and how it is connected to her inner world.

At Zwei Wealth, wealth is about more than numbers and financial assets. It also includes culture, meaningful encounters and the opportunity to discover new perspectives. We would therefore like to thank everyone who joined us for this special evening.

Photos: Denise Ackermann, Lakeside Photography

28/04/2026

How can wealth be transformed into a predictable and sustainable source of income?
https://welcome.zwei-wealth.ch/en/registration-topic-deep-dive

In our upcoming Topic Deep Dive, we explore Innovative Income Strategies and discuss how investors can generate regular income while preserving capital over the long term.

Together with Jacques Drenkelforth and hosted by Cyrill Moser, we will look at income-oriented investment approaches, their opportunities and risks, and the role they can play in a long-term portfolio strategy.

Join the online stream on 7 May 2026.

Register via the link below:
https://welcome.zwei-wealth.ch/en/registration-topic-deep-dive

14/04/2026

What is driving markets right now and what should investors focus on?
https://eu1.hubs.ly/H0tp3VB0

In our latest Monthly Talk, Klaus W. Wellershoff shares his current assessment of the market environment in conversation with Patrick Müller.

Key topics include:

• Equity markets reacting to geopolitical tensions, with short-term valuation declines
• Inflation showing signs of easing across major economies
• Economic growth remaining fragile despite improving sentiment indicators

The current environment remains complex. Clear structure and independent assessment are essential.

Watch the full video here:
https://eu1.hubs.ly/H0tp3VB0

13/04/2026

Wealth Office Investment Committee – April 2026
https://eu1.hubs.ly/H0tp26p0

How did asset managers perform in Q1 2026 and what matters now?

Our latest Investment Committee provides a structured view on markets, performance and key strategic questions for investors.

Key insights include:

• Ongoing evaluation of performance across asset classes and currencies
• Cost control identified up to 45% savings potential with a Wealth Office

A disciplined approach to monitoring, manager selection and cost control defines how portfolios are managed through changing market conditions.

Watch the full video here:
https://eu1.hubs.ly/H0tp26p0

12/04/2026

The Wealth Office also leads on costs.
https://eu1.hubs.ly/H0tnZKF0

Performance often gets the attention. Costs are often overlooked.

Our latest analysis highlights how large the impact can be:

• Booking errors amounting to CHF 270,000 identified
• Up to 45% lower costs when working with a Wealth Office
• Significant fee differences across providers for comparable services

Independent comparisons make costs visible and create a stronger basis for decision-making.

Read the full article here:
https://eu1.hubs.ly/H0tnZKF0

10/04/2026

No Time to Panic?
https://eu1.hubs.ly/H0tnYDw0

Markets feel uncertain. Headlines get louder. Reactions get quicker. What should investors do in times like these?

Our latest article looks at market phases from a Wealth Office perspective and shows how to stay focused when volatility rises:

• Why short-term movements should not drive decisions
• How a clear strategy (Plan.), manager selection (Find.) and monitoring (Control.) create stability
• What investors should review now instead of reacting emotionally

A structured approach brings clarity, even when markets do not.

Read the full article here:
https://eu1.hubs.ly/H0tnYDw0

02/04/2026

Wealth Office Investment Committee - 9 April 2026
https://eu1.hubs.ly/H0t8YTG0
The quarterly Investment Committee offers direct access to in-depth analysis and expert discussions.

Program
Date: Thursday, 9 April 2026
Time: 11:30 – 12:00 CET
Format: Online via videostream (in English)

Introduction
Patrick Müller, CEO Zwei Wealth

Implementation Review
How did asset managers perform in Q1 2026, and how do their results compare?
Cyrill Moser, Head Provider Management

Strategy Monitoring
What strategic questions should be raised in conversations with banks and asset managers?
Nadeschda Hoidn, Head Insights

Focus Topic: Annual Cost Control
How can a cost control best be conducted?
Matthias Lehmann, Head Markets

Registration: https://eu1.hubs.ly/H0t8YTG0

Wealth

17/03/2026

With the expansion of Wealth Office Insights, Zwei Wealth now brings together expertise, data, and market perspectives in one structured environment.

What you can expect:
• Clear insights based on real market data
• Independent analysis across banks and asset managers
• Structured guidance across planning, selection, and monitoring

Designed for investors who want transparency and informed decisions.

Explore the full update:
https://eu1.hubs.ly/H0sJc0m0

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