Provider: Lapis Asset Management

 

" Our dividend strategy is the clear path to growth. "

Lapis Asset Management - 1st Place
Andreas Wueger, CEO

 

The Lapis Swiss Equity Dividend Portfolio won 1st place among 11 other equity solutions presented at our Wealth Office Conference (WOC) 2025 in Zurich.

 

With an overall score of 3.9, the Lapis Swiss Dividend Portfolio achieved the highest score in the equity/growth category. The offering impressed with a strong performance history, a very competitive cost structure and a solid presentation.

 

The "Lapis Way" is characterized by a systematic, precise and transparent investment approach. Rule-based analysis processes are combined with extensive market experience and clearly defined selection criteria.

 

The focus is on established, high-dividend companies that meet high quality standards and strict requirements:

- Continuous and stable dividend distributions

- Sustainable dividend growth

- Minimum market capitalization

Direct and balanced investments in carefully selected, financially sound companies avoid unnecessary risks, complex products and hidden fees. Regular rebalancing of the portfolio by LAPIS Analytics ensures optimal risk diversification and long-term stability. This natural, disciplined and transparent approach offers maximum control, low costs and a clear insight into the underlying investments.

Top meeting of the wealth management industry

Once a year, the wealth office community gathers in Zurich. This year's event took place on June 11 and 12 with over 250 wealth officers, representatives of banks, asset managers and interested clients. In addition to the presentation of current wealth office innovations, the main focus was on the pitch competition: the participating institutions each had seven minutes to present their best offering. The best providers were chosen in two categories.

Pitches in a class of their own: how they were judged

On the second day of the conference, the focus was entirely on the presentations of the investment solutions. ZWEI Wealth had preselected 20 institutions in advance, which were allowed to present their best offers in concise pitches. Immediately afterwards, the audience voted digitally, which contributed to the overall rating. Places 1 to 3 were awarded in each of the two competition categories.

The winners of the "Battle of the Best" 2025:

Category 1: Equity / Growth

1. Lapis Asset Management
2. J. Safra Sarasin
3. HQAM

Who won the "Battle of the Best"? Discover the winners of the Wealth Office Conference 2025 now