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Wealth Office Conference 2026 - The Winners for Capital Growth 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.

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The competition was closely contested in both cities, with providers presenting a wide range of investment philosophies and portfolio construction approaches. While some participants focused on concentrated stock selection, others relied on systematic investment processes and quantitative models. The following providers achieved the highest overall scores in the Capital Growth category. 

Zurich: Dr. Pirmin Hotz Takes Gold 

In Zurich, Dr. Pirmin Hotz Vermögensverwaltungen walked away with the Gold medal.  Florian Hotz, representing the 2nd generation of the family-owned independent asset manager, backed up a strong submission with a convincing presentation. The asset manager has a strong focus on direct investments and avoids funds or structured products. The company follows an active investment style with a fundamental, bottom-up research approach.

Second place went to Lapis Finance, where CEO and Founder Andreas Wueger presented together with Portfolio Manager Carlo Giorgi.  OLZ, also an active manager with a scientific rule-based approach, came 3rd.  The solution was presented by Michael Frei from OLZ.

1st Place

2nd Place

3rd Place

Left to right: Florian Hotz, Andreas Wueger, Carlo Giorgi, Michael Frei.

 

Geneva: OLZ Takes Gold

In Geneva, it was OLZ who won Gold. Cedric Kohler presented the Swiss Small & Mid Cap portfolio that convinced the audience and had the support of a solid track record and efficient cost offer. The independent asset manager is based in Bern with offices in Zurich and Geneva and manages portfolio for private and institutional clients since 2001.

Capital Group, one of the largest asset managers in the world, came 2nd with their core US equity portfolio presented by Christophe Braun. NS Partners took 3rd place in Geneva with a concentrated equity portfolio focusing on developed markets presented by Pierre Mouton.

 

1st Place

2nd Place

3rd Place

Left to right: Cédric Kohler, Christophe Brown, Pierre Mouton

 

We congratulate all winners and thank all participating providers for their excellent presentations. The Capital Growth category showcased a diverse range of investment philosophies and highlighted the high quality of solutions available to investors across the wealth management industry.