Wealth Office Conference 2025 - The competition of the best: here are the winners
Geneva, June 17, 2025 - More than 100 participants gathered at the 2025 edition of the Wealth Office Conference to discuss the latest developments in the sector. This event is an annual highlight of the wealth management industry. A special highlight was the "Competition of the Best", a pitch competition in which 14 of the most renowned banks and wealth managers competed against each other. After the presentations, three of them were presented with a prestigious award.
An essential meeting place for wealth management
Every year, the Wealth Office community gathers in Geneva. This year's event was once again held on June 17 and attracted over 100 wealth officers, bank representatives, asset managers and interested clients. In addition to the presentation of the Wealth Office model, the highlight of the conference was the pitch competition: the participating institutions each had seven minutes to present their best offerings. The best providers were awarded prizes.
Exceptional pitches: the evaluation criteria
The conference was mainly dedicated to the presentation of investment solutions. ZWEI Wealth had selected 14 institutions in advance to present their best offers in the form of convincing pitches. Immediately after each presentation, the audience was able to vote in real time via a digital system, which influenced the overall rating. Here are the top three places awarded after the presentations and voting.
The winners of the "Competition of the Best" 2025:
1. Lapis Asset Management
2. DCP Client Partner
3. OLZ
"Our dividend-oriented strategy is a clear growth driver."
Lapis Asset Management - 1st place
Andreas Wueger, CEO
ZWEI Wealth congratulates the winners of the public voting as well as all participants who impressively demonstrated with their presentations what excellent asset management means today.
Get your best personalized offers now
Those who were unable to attend the conference - or who would now like to learn more about the best offerings in wealth management - can simply request a personalized list of the top-performing solutions free of charge and without obligation. A personal Wealth Officer will be on hand to explain the details and assist with the selection of offerings.
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