The Wealth Office Investment Committee meets quarterly to analyze current market developments and review the returns of investment providers. Strategies and results are evaluated in order to create a sound decision-making basis for future investments.
Wealth Office Investment Committee, 9 July 2026.
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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 -
Strategie 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
Compare your bank’s or wealth manager’s performance with a personalised performance comparison.
