The Wealth Office Investment Committee meets quarterly to analyse current market developments and review the performance of investment providers. Strategies and results are assessed to provide a sound basis for future investment decisions.
Introduction Patrick Müller, CEO Zwei Wealth
Implementation Review How did asset managers perform in Q3 2026, and how do their results compare? Cyrill Moser, Head Provider Management
Strategy Monitoring What strategic questions should be raised in conversations with banks and asset managers? Nadeschda Hoidn, Head Insights
Focus Topic: Understanding Benchmarks What makes a good benchmark, and what does it reveal about portfolio performance? Matthias Lehmann, Head Markets
Watch the latest Wealth Office Investment Committee
Benchmarking: How does your portfolio compare?
The right benchmark is essential for evaluating investment performance. With Control. by Zwei Wealth, you can compare your portfolio's performance against relevant benchmarks and gain a clearer understanding of how your wealth is being managed.
