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.
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.
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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