Wealth Office Conference

11/12 June

Zurich

Registration required

The Wealth Office Conference is the annual gathering that brings together experts, providers and interested investors. It provides unrivaled insights into the wealth management industry, updates on the best wealth management offerings from banks and asset managers, as well as an opportunity to network and exchange with an exclusive group of Wealth Office specialists. 

Conference 2023: all details and videos

Impressions from the Wealth Office Conference 2023

Program - 11 June 2024

Welcome and check-in of participants to the Wealth Office Conference.

Location: Wealth Office House at Genferstrasse 35 in Zurich

The ZWEI Wealth Office Platform connects wealth management clients, advisors, banks, asset managers and other service providers. This allows for an unrivaled client experience and state-of-the-art technology for the planning, manager selection and investment monitoring. We provide an update on the latest development as well as an outlook on what's new to come.

Speakers: Patrick Müller (CEO ZWEI Wealth), Andrea Schlapbach (COO ZWEI Wealth)

What is wealth management about? Do clients mainly care about soft factors such as trust and service quality or is it about hard facts like performance and costs? The participants discuss and share their experiences. 

Moderation: Nadeschda Hoidn Wiede
Panel: 

  • Client 1
  • Client 2
  • Wealth Management Business Analyst
  • Klaus Wellershoff (Chairman of the Board ZWEI Wealth)

 

All participants are welcome to a standing dinner in the lobby of the Wealth Office House. This provides the unique networking possibility within the Wealth Office community

Program - 12 June 2024

A good day at the Wealth Office starts with a coffee amongst colleagues.

Location: Festsaal Chipperfield at Kunsthaus in Zurich

The Pitch Contests may begin. The participants are briefed about the procedure and the initial selection process.

Speaker: Cyrill Moser

A selection of Top Managers present their solutions in a 5 minute pitch. Each participant votes their impression right after the presentation.

  • 08:15 Unigestion
  • 08:25 LGT Private Banking
  • 08:35 Valex Capital
  • 08:45 Xtrackers by DWS
  • 08:55 VP Bank
  • 09:05 Diem Client Partner
  • 09:15 FINAD
  • 09:25 ODDO BHF
  • 09:35 HRK Lunis
  • 09:45 IHAG Privatbank
  • 09:55 Maerki Baumann

Another round of pitches, another break for discussions.

A selection of Top Managers present their solutions in a 5 minute pitch. Each participant votes their impression right after the presentation.

  • 10:35 Private Client Bank
  • 10:45 Schwyzer Kantonalbank
  • 10:55 Hérens Quality Asset Management
  • 11:05 Lapis Asset Management
  • 11:15 OLZ Asset Management
  • 11:25 J Stern
  • 11:35 Lakefield Partners
  • 11:45 Dr. Pirmin Hotz Vermögensverwaltungen
  • 11:55 Lombard Odier
  • 12:05 Schroders
  • 12:15 Vontobel
  • 12:25 J. Safra Sarasin
  • 12:35 Pictet

The four best rated Top Managers qualify for final and get one last question to answer. Each participant votes their impression and the winners are awared the ZWEI Wealth Office Awards 2024.

  • Best Asset Management - 1st place
  • Best Asset Management - 2nd place
  • Best Asset Management - 3rd place

We round off the conference end with a lunch and a final opportunity to exchange with colleagues within the Wealth Office community.

Exclusive client and industry insights

Exchange and networking within the Wealth Office community

30+ Pitch Contests with best offerings from banks and asset managers

Interested in attending?

Registration for the conference is now open. Participation costs are CHF 550. The Wealth Office Conference is free for Wealth Office clients, Partners, Professionals and insights Premium subscribers. 

The conference participation includes:

  • Participation at the event for one person
  • Dedicated Wealth Office Log-in
  • Access to documentation about best offerings from banks and asset managers
  • insights Premium membership for 12 months

Register