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1st place Wealth Office Conference: Income

ZWEI Wealth
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1st place Wealth Office Conference: Income

PHOTO-2025-06-12-14-26-12 2

Provider: DCP Client Partner
 

 

" The 'sweet spot' in today's investment environment is hybrid bonds "

DCP Client Partner - 1st Place
 Sascha Peier, Head of Fixed Income

 

DCP Client Partner won 1st place for income strategies at our Wealth Office Conference

The DCP Client Partner Hybrid Bonds portfolio took 1st place among 7 other income solutions presented at our Wealth Office Conference (WOC) 2025 in Zurich.
 
With an overall score of 3.8, the DCP Hybrid Bond Portfolio achieved the highest score in the income category. The offering impressed with a strong performance history, a very competitive cost structure and a solid presentation.
 
DCP was founded in 2004 as an independent asset management company in Zurich. DCP specializes in income strategies (dividends, options and coupons). Its clients include UHNWIs, foundations, companies and pension funds.
 
Its core competence lies in income strategies. On the equity side, DCP works with blue chips and option overlays, focusing on the generation of price-independent income through option premiums and dividends.
 
In the area of bonds, DCP is one of the few providers in Switzerland to specialize in subordinated bonds from high-quality issuers with an additional yield premium.
 
They strive to achieve clients' financial goals through financial advice, portfolio management and their own funds (DCP Equity Income and DCP Hybrid Income).
 

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 2: Income / Balanced

  1. DCP Client Partner

  2. Arete Ethik Invest

  3. LGT Bank (Switzerland) Ltd.

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