The first ever ZWEI Wealth Office Conference in London was a success. With over 50 guests across asset managers, Banks, clients and prospects attending, there were many insightful conversation around the future of Wealth Management in the UK.
For the first time, ZWEI Wealth has organised a Wealth Office Conference in London to launch their entry into the UK Wealth Management market. Presentations from ZWEI Wealth provided insights into their innovative offering as well as into the unique Wealth Office platform.
For clients and prospects, ZWEI Wealth demonstrated how transparency across performance, risk and costs allows them to choose the most suitable portfolio solution for their individual needs. Asset managers and bankers were able to find out how the platform enables them to present their flagship offering to a wide range of private and institutional clients.
And finally, Jérôme Stern from J. Stern & Co. shared his experience with the Wealth Office platform from a provider perspective, having successfully worked with ZWEI Wealth for many years.
The many interesting discussions showed that the timing of the market entry into the UK seems just right, with the Wealth Management industry going through a lot of changes, many of them triggered by the lack of transparency and excessive costs. Wealth Management clients seem more willing than ever to look at their wealth and take appropriate steps to switching their portfolio solution to a more suitable provider.
Order your own individualised offer
If you have missed the conference or were convinced that ZWEI Wealth is able to offer you a broader choice, feel free to order your individual list of the best available offers. A ZWEI Wealth Officer will support you to start an individual tender.