Wealth Office Investment Committee
The quarterly Investment Committee is part of Wealth Office Insights. It offers you direct access to in-depth analysis and expert discussions.
9 July 2026, 11:30 - 12:00 CET
Online via video conference - held in English
Introduction
Patrick Müller, CEO Zwei Wealth
Implementation Review
How did asset managers perform in Q2 2026, and how do their results compare?
Cyrill Moser, Head Provider Management
Strategy Monitoring
What strategic questions should be raised in conversations with banks and asset managers?
Nadeschda Hoidn, Head Insights
Focus Topic: Annual Manager Benchmarking
When is the right time to review or replace a portfolio manager?
Matthias Lehmann, Head Markets
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