At this event, we will show how the Wealth Office has established itself as an innovative solution in wealth management in recent years. We will provide insights into the founding history, present the Wealth Office portal in a live demo and show how clients experience the Wealth Office in practice. The event also offers space for exchange and personal discussions.
Date
Wednesday, 4 March 2026
Venue
Villa zum Mythenstein
Genferstrasse 35
8002 Zurich
Program
18:30 Door opening
19:00 Welcome
19:10 Wealth Office Innovation
20:00 Aperitif and discussion
Further information on the program and participation will be communicated in due course.