Wissen

Does Your Portfolio Outperform Its Benchmark?

Zwei Wealth — Thu, 15 Oct 2026 15:44:51 GMT

Morningstar regularly analyses the returns achieved by active fund managers and compares them with benchmarks over several years. The longer the observation period, the smaller the proportion of managers who outperform their benchmark. Yet this is precisely what they aim to achieve – and what they charge management fees for.

From One Generation to the Next: How to Make Succession a Success

Zwei Wealth — Thu, 15 Oct 2026 12:32:39 GMT

Forty years ago, Pirmin Hotz founded Dr. Pirmin Hotz Vermögensverwaltungen AG, now one of Switzerland’s leading independent wealth management firms. Today, his son Florian is gradually taking on greater responsibility for the business as the next generation steps forward. In this interview, Pirmin and Florian Hotz explain how they prepared for the transition over several years and the questions that arise when succession takes place within a family.

Monthly Interview with Patrick Müller and Klaus W. Wellershoff

Zwei Wealth — Thu, 01 Oct 2026 07:00:00 GMT

Most equity markets recorded negative returns in September, while bonds denominated in US dollars and euros in particular lost significant value. These developments reflect growing concerns about rising inflation and the interest rate increases implemented by the major central banks. Attention is once again increasingly focused on inflation figures and the interest rate decisions of central banks.

The New Asset Manager Ratings: How Does Yours Compare?

ZWEI Wealth — Wed, 02 Sep 2026 10:38:54 GMT

Zwei Wealth updates its asset manager ratings every six months using a comprehensive set of criteria. The rating provides an initial assessment. An individual evaluation of an asset management solution must also consider its track record and costs.

One Year of Swiss Life and Zwei Wealth: Roman Stein, Klaus Wellershoff and Patrick Müller in Conversation

Nadeschda Hoidn Wiede — Wed, 26 Aug 2026 14:56:57 GMT

Roman, a year ago, Swiss Life acquired a majority stake in Zwei Wealth. What were Swiss Life’s motivations, and what conclusions do you draw after a year?

Quality in the AI Age

ZWEI Wealth — Thu, 20 Aug 2026 09:00:00 GMT

In this Topic Deep Dive, Cyrill Moser, Head Provider Management at Zwei Wealth, speaks with Diego Föllmi, CEO of Hérens Quality Asset Management (HQAM), about how artificial intelligence is changing investment research and what this means for quality investing.

When Art Finds New Spaces

ZWEI Wealth — Wed, 12 Aug 2026 11:41:10 GMT

Urban Zellweger, Evergreen, 2026, Courtesy of the artist and Karma International, Zurich. Photo credit: Flavio Karrer

Encounters That Stay with Us

ZWEI Wealth — Wed, 12 Aug 2026 11:37:14 GMT

The Chalet Muri Talks, founded by Claudio Righetti, have been bringing together personalities from business, culture, politics and society for many years. Zwei Wealth supports the event series as a partner. We share the belief that good decisions benefit from different perspectives and that personal exchange plays a particularly valuable role. Chalet Muri provides the ideal setting for this: informal, personal and open to conversations that cross familiar boundaries.

The events held in 2026 have shown just how diverse these encounters can be. In April, former FIFA President Sepp Blatter reflected on a life in international football and discussed developments in the world of the game. In May, Christoph Blocher took part in a discussion entitled «Quo vadis Helvetia?», exploring the new world order and what it means for Switzerland and its economy. In July, the focus became more personal: together with Christa Rigozzi and Karin Haug-Bleuler, Stiftung Wunderlampe celebrated its 25th anniversary and offered insights into its work for children and young people.

Wealth Needs Space

ZWEI Wealth — Wed, 12 Aug 2026 11:32:50 GMT

Right in the heart of Zurich, there is a place where this concept of wealth becomes visible and tangible: the Villa zum Mythenstein. The historic villa looks back on a history spanning more than 130 years. Today, it serves as the headquarters of Zwei Wealth and a place where wealth, art, and culture converge.

A Look Back at the First Half of 2026: What Defined a «Good» Performance?

ZWEI Wealth — Thu, 16 Jul 2026 12:13:04 GMT

The disparity between strong and weak asset managers remained very wide in the first half of 2026. This underscores the need to compare results regularly and to consider not only absolute returns but also risk, currency conversion, style positioning, and costs. Particularly in a market environment characterised by rapid market rotations, it was difficult for retail clients to assess whether active decisions actually created added value.

When Is the Right Time to Replace an Asset Manager?

ZWEI Wealth — Thu, 16 Jul 2026 12:07:14 GMT

Those who want to evaluate their financial advisor often look first at the performance achieved. But returns alone rarely tell the whole story.

Wealth Office Investment Committee 09.07.2026

ZWEI Wealth — Thu, 09 Jul 2026 12:46:16 GMT