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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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