Wealth Office Roundtable

What questions are investors most concerned with at the moment? Certain questions come up again and again in conversations with clients. Market movements, geopolitical developments and economic uncertainties may be making the headlines, but the fundamental questions often remain the same.

ZWEI Wealth 11.03.2026

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In this Wealth Office Roundtable from 03.03.2026, three wealth officers share their observations from practice: Which topics are currently of particular concern to clients and how are these questions categorized in discussions?

Sergije Frangeš

«Many prospective clients come to us with a simple question: Am I with the right bank or asset manager? This is because investors often lack reliable tools to evaluate performance and costs objectively.

These tools allow us to accurately assess a family’s wealth management situation - the big picture, and whether any detail needs adaptation. With a clear structure established, unnecessary reactions to news headlines are avoided.

I still discuss important topics with my clients: the role of the US dollar versus other currencies, the role of gold in a portfolio, and whether the world is fundamentally changing, but all within a structured evaluation of the portfolio results and of the mid-long term investment strategy.»

Zerrin Aktuna

«Many clients today feel overwhelmed by the amount of financial information they see every day. News, social media and market commentary create a lot of noise and sometimes lead to confusion.

In conversations, the key is often to bring the discussion back to structure. When clients see that there is a clear plan, different scenarios and a long-term strategy behind their portfolio, they feel much more comfortable.

Clients appreciate the combination of personal advice and a systematic approach. Knowing that there is a methodology and continuous oversight behind the process creates trust and confidence.»

Heinrich Hugenschmidt

«Another topic that regularly comes up is costs. Many clients know their management fee, but are often surprised when they see the effective total cost of their portfolio.

In wealth management, costs rarely consist of a single visible fee. They also arise through products, transactions and opaque cost elements within portfolios. These components are often less transparent, yet over time they can have a meaningful impact on investment outcomes.

This is why we regularly review the full cost structure with clients. When all cost components are considered together, it becomes easier to assess whether the portfolio structure is efficient and aligned with the client’s objectives..»