On Wednesday, the second edition of the «Zwei Wealth Office Conference» took place in Zurich, as reported by finews.ch. The man behind the conference is Cyrill Moser. He is convinced by the significance of such a platform.

«For our experts, it's crucial that they, not only know the names of the participating asset managers and the number of assets they manage but also understand their DNA, how they work, and their investment philosophy,» he told finews.ch. «This helps them in the coming weeks and months to select the right one for their clients.»

The Human Factor is Crucial

At this year's event, the «World Stars Equity-» offering by J. Stern & Co., a London-based asset manager, was chosen as the winner by the 130 conference participants.

Apart from the offering, there are other decisive factors. According to Moser, one stands out above all. There is also a human factor involved. It is really important that we find asset managers who have a solid investment process and an investment philosophy that also suits the client.»

Shedding Light in the Darkness

In addition to the conference, Zwei Wealth also offers a platform called the «Transparency Portal» where wealth advisors can provide key information about their solutions. Over 460 asset managers and banks make use of this opportunity.

«In an industry still plagued by opaqueness and where so much money is at stake, it's crucial to have more transparency,» says Moser.