Wealth Office Conference 2026: The Winners for Alternatives and Innovation are…

We evaluated 8 Providers and their Standing Offers, the Fit rating provided by a client and the public view on the presentation itself. In the third pitch contest we were looking for a provider with a solution in the Alternative asset class. The pitch was open for Private Markets, Hedge Funds as well as Precious Metals offers. Additionally, the audience selected the most «innovative» solution presented.

In Zurich as well as in Geneva, De Pury Pictet Turrettini won the Gold medal.  Frédéric Dawance back a solid Standing Offer up with a convincing presentation and won over the audience as well as the client. The Swiss Positive Gold solution offers direct exposure to responsible and sustainable physical gold while tracking the performance of the gold price. The strategy invests in physical, traceable and artisanal gold meeting the most stringent ESG rules in the sector as they apply the Buy & Care® investment strategy by purchasing ethically labelled bars such as «Swiss Better Gold» and «Provenance Gold».  

De Pury Pictet Turrettini also won the «Innovation» award in Geneva. 

Second place went to Sagard Private Equity Solutions, a company specializing in Private Equity. The company informed about a new Evergreen fund that was presented by Ralf Gleisberg and Alexandre Fallin.  SWISE, represented by Karim Bensalem and Frédéric Zwahlen, also specializes in private equity evergreen funds. Evergreen funds can provide investors with a semi-liquid option to participate in private equity investments without the 7-8 years and more time commitment. 

The «Innovation» in Zurich went to Swisspeers. CEO Alwin Meyer convinced the audience with their innovative direct lending platform connecting investors with small and medium enterprises.  

From left to right: Frédéric Dawance, Dr. Ralf Gleisberg, Karim Bensalem, Alexandre Falin, Frédéric Zwahlen, Alwin Meyer.

 

How successfully is your own portfolio performing?

The award-winning providers at the Wealth Office Conference impressed with their solutions for alternative investments. But how has your own portfolio performed in recent years?

With Zwei Wealth’s free Performance Comparison, we analyze the returns on your assets, compare them with relevant benchmarks, and identify areas for optimization.