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Manager Benchmarking Watermelon Chart

When Is the Right Time to Replace an Asset Manager?

An existing asset manager will not necessarily remain the best choice over time. The real challenge is recognising the right time to make a change. Zwei Wealth's structured Manager Benchmarking provides a robust, data-driven foundation for making that decision.

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First Half of 2026

A Look Back at the First Half of 2026: What Defined a «Good» Performance?

As every year, Zwei Wealth analysed the performance of asset managers' portfolios. The first half of 2026 presented a challenging environment.

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Karabiner

The new Wealth Office Handbook

Discover how financial planning, investment strategy and oversight come together in an independent wealth organisation. Download the Wealth Office Handbook free of charge.

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Monthly Talk

Monthly interview with Klaus W. Wellershoff

Klaus W. Wellershoff shares his current assessment of market developments in a conversation with Patrick Müller.

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Performance comparison

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Provider comparison

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Cost comparison

What are the fair costs for your asset management?

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Current Updates

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Lakefield Partners AG

New Brand Identity

Provider Update

Seraina Invest AG

Seraina Real Estate AG

Provider Update

Sagard

Global Mid-Market Leaders Portfolio

Provider Update

Events

Upcoming events
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Women’s Thursday

1 October 2026 in Zurich, with power woman Doris Keller

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