The Wealth Office Conference is the annual meeting place for wealth office advisors, banks and asset managers. ZWEI Wealth presented numerous innovations that will shape the future of wealth management.
The Wealth Office Conference 2025 brought together over 250 wealth officers, banks, asset managers and interested clients in Zurich. Participants were given an insight into the Wealth Office as the future of wealth management and an outlook on the latest platform technologies. "The Wealth Office platform opens up completely new solutions for advisors and clients. Platforms will also become the new normal in wealth management," said Klaus Wellershoff (Co-Founder ZWEI Wealth), summarizing the discussions.
Patrick Müller" We not only want to be the fastest growing platform in wealth management, but also the most innovative! "
With over CHF 14 billion in assets deposited in Switzerland, the Wealth Office platform once again confirms its growth momentum. "The development opportunities for the Wealth Office platform are only just beginning. We are very proud that we will be able to deliver noticeable improvements and new innovations to users of the platform in the coming months," Andrea Schlapbach (COO ZWEI Wealth) and Martin Lutz (Head Platform Development) conclude their outlook on the latest developments.
Create Wealth Office solutions with plug-and-play portfolio bundles.
Modular structured, pre-selected portfolio combinations for easy use in the Wealth Office. Includes integrated filter functions and simplified portfolio opening. Available from June 2025.
Additional functions combined with a fresh new design and navigation.
Plan: Interactive liquidity and strategy planning
Find..: Private market tenders, multilingual RfP process
Control: Total asset development Administration: Integrated pricing, invoicing, payment
Available from Q4 2025
Enhanced functions with extended automation and improved analysis functions.
New user interface // Automated report history // Demo customer & expert cockpit // Formatted text input.
Available in the third quarter of 2025
Brand new platform interface for B2B partners.
Completely new login // Portfolio offer filter // Customer functions // Business Cockpit.
Available from August 2025
Improved analyses and more promotion functions.
An extended cockpit for providers // Lifecycle management for existing offers // Document exchange // Detailed analyses & reports.
Available in Q3 2025.
The Wealth Office Platform is adigital environment for independent wealth advice developed byZWEI Wealth - specially designed to support wealth officers, banks and asset managers in providing structured support to demanding clients.
Special interfaces and cockpits for wealth officers, providers (banks, asset managers) and B2B partners enable targeted control, analysis and communication.
The Wealth Office platform makes it possibleto provide independent, transparent and client-centric wealth advice- with digital support and personal expertise.
Find out more about the Wealth Office:zwei-wealth.ch
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