ZWEI Wealth Innovation Day 2025: The future of wealth management is taking shape
The eagerly awaited Two Wealth Innovation Day took place at the AURA Zurich on 11 June 2025. An event that not only impressed with spectacular presentations, but above all with technological breakthroughs and strategic foresight. Over 250 guests from wealth management, banking, consulting and the financial industry accepted the invitation to the Wealth Office Conference 2025 and gained exclusive insights into the next milestones of the Wealth Office.
Spectacular start: A parachute jump over Zurich
The event started with a moment of surprise: in an impressive video production, the ZWEI Wealth team symbolically "jumped" with a parachute over Zurich. CEO Patrick Müller then welcomed the guests live on stage and led into the substantive part of the evening with a presentation of the latest platform innovations.
The focus of the Innovation Day was the Wealth Office platform - the digital heart of ZWEI Wealth. It is intended to serve as an independent infrastructure for advisors, banks and asset managers - with a focus on analysis, planning, reporting and client support.
Platforms are also becoming the new normal in wealth management. Our Wealth Office platform enables solutions that were simply inconceivable before.
Klaus Wellershoff, Co-Founder ZWEI Wealth.
With CHF 14 billion in assets under management, the platform is growing rapidly - and ZWEI Wealth is pursuing ambitious plans.
Five innovations - one clear vision
ZWEI Wealth used the stage to present five new platform modules that will go live in the coming months:- WOPO-2 (Wealth Office Portfolio): Plug-and-play portfolio modules with filter functions for quick and easy implementation.
- MyWO (My Wealth Office): New interface with interactive liquidity management, global mandate overview and scenario planning.
- WO Partner: Tools for advisory partners, including demo access, automated reports and new analysis functions.
- WO Professional: A B2B platform for professional users with their own login and extended cockpit.
- WO Provider: Platform for banks and providers - with lifecycle management for quotes and in-depth analyses.
Technology meets strategy - openness as a success factor
ZWEI Wealth deliberately positions itself not as a competitor, but as a neutral partner for banks and asset managers. The platform architecture is open, modular and based on partnership.
We want to be not only the fastest growing, but also the most innovative company in wealth management.
Patrick Müller, CEO of ZWEI Wealth.
Review in pictures and video
Watch the video summary with the most important platform innovations and get access to exciting insights from Zurich, Geneva and London.
Click here: Information on the speakers, featured offerings and the Wealth Office of the future as well as the summary of innovations.
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