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.
Category 1: Equity / Growth
On the second day of the conference, the focus was entirely on the presentations of 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 evaluation. Places 1 to 3 were awarded in each of the two competition categories.
Category 2: Income / Balanced
DCP Client Partner - 1st Place
Sascha Peier, Head of Fixed Income
Anyone who was unable to attend the conference or is now even more interested in the best offers in wealth management can easily compile an individualized list of the best offers - free of charge and without obligation. A personal Wealth Officer will be happy to explain and help you make your selection.
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