ZWEI Wealth Blog

OLZ: The scientists among the active managers

Cyrill Moser — Fri, 06 Feb 2026 09:06:43 GMT

Active managers specifically try to beat the general market. To achieve this, they have to make active bets and overweight or underweight certain securities. This, in turn, can be approached in very different ways, either by focusing on fundamental analysis by analysts or by developing a systematic, rule-based methodology. However, a combination of the two approaches is also often found. In our series, we highlight selected active managers. OLZ belongs to the category of systematic active managers.

DCP Client Partner: The specialists for income-oriented strategies

Cyrill Moser — Fri, 06 Feb 2026 09:06:11 GMT

Active managers specifically try to beat the general market. To achieve this, they have to make active bets and overweight or underweight certain securities. This, in turn, can be approached in very different ways, either by focusing on fundamental analysis by analysts or by developing a systematic, rule-based methodology. However, a combination of the two approaches is also often found. In our series, we highlight selected active managers. DCP Client Partner AG belongs to the category of fundamental active managers, but due to their specialization, they can also draw on a sophisticated methodology.

HQAM: Experts for attractively valued quality companies

Cyrill Moser — Fri, 06 Feb 2026 09:05:33 GMT

Active managers specifically try to beat the general market. To achieve this, they have to make active bets and overweight or underweight certain securities. This, in turn, can be approached in very different ways. Either one focuses on fundamental analysis by analysts, or one develops a systematic, rule-based methodology. However, a combination of the two approaches is also often found. In our series, we look at selected active managers. HQAM belongs to the category of fundamental active managers.

Is the wave of sustainable business over?

ZWEI Wealth — Tue, 16 Dec 2025 14:13:08 GMT

Yes, the days are over when the financial industry competed by launching new products around “sustainable investing.” For investors, the question of how to shape their own wealth management remains thematically relevant. We recommend aligning decisions with your own values. Even those who do not apply sustainability criteria in wealth management are not fundamentally opposed to sustainability; rather, they trust in market mechanisms.

Strategic Questions

Nadeschda Hoidn Wiede — Tue, 16 Dec 2025 10:23:57 GMT

1. Should investments in US dollars be hedged?

The US dollar has shown significant fluctuations in recent years: periods of strong appreciation have alternated with rapid corrections. For investments denominated in US dollars, this can have substantial effects on net performance. When does currency hedging make sense—and when not?

Are we in an AI bubble?

Stephan Meier — Tue, 16 Dec 2025 10:21:57 GMT

Are Asia and China in particular overtaking America?

ZWEI Wealth — Tue, 16 Dec 2025 10:21:03 GMT

The balance of power in the world seems to be shifting. The way China sees itself in relation to the USA is evidence of this. But an America that is increasingly focusing on its own continent again also leaves open questions. What does this mean for the investment strategy of an asset management company? This is a topic that will certainly occupy us more and more in the coming years. A conclusive assessment is not possible at the present time. We recommend a few simple guidelines for strategic considerations.

Is Bitcoin the new gold?

Cyrill Moser — Tue, 16 Dec 2025 10:11:23 GMT

Gold as an asset class

The price of gold has risen significantly over the last twelve months. According to stock market data, the price at the end of November 2025 was around 60% higher than a year ago in US dollars. A new all-time high was reached in October 2025 - a sign of how strong the demand for gold currently is .

Scenario Analysis 2025/2026 – Outlook for your Wealth

Nadeschda Hoidn Wiede — Tue, 09 Dec 2025 00:00:00 GMT

Here is the neutral, article-style version in English:

The online cost comparison

ZWEI Wealth — Wed, 12 Nov 2025 23:45:00 GMT

It is difficult to keep track of the many different fees (custody account, transaction, administration and product costs). The cost comparison below allows you to categorize them and shows the potential for improvement. Select the portfolio size and currency. As a result, you will receive the standard annual total costs (median) as a percentage of the assets. The optimized costs (costs with Two Wealth) and the savings potential over 20 years are also listed. We would be happy to support you in optimizing the costs of your asset management.