Scenario-Analysis 2023/24
The 2023/24 scenario analysis has been published. You can find the report here and contact us for further information.
It is impossible to predict how the financial year 2024 will develop. The investment outlook published by banks and asset managers these days will be outdated in just a few weeks.
This makes it all the more important to consider various scenarios for a holistic investment strategy and when managing assets. In recent years, ZWEI Wealth's scenario analysis has proven to be a very efficient tool for reviewing client-specific investment strategies and asset allocations. The analysis examines how the asset situation would develop in the event of different financial market developments. This enables us to identify any need for action and make specific recommendations.
This report summarises the most important scenarios, their probability of occurrence and a client example for Swiss franc investors. An individual scenario analysis is prepared for each Wealth Office client. An analysis can also be ordered separately if required.
We hope you enjoy reading this report and will be happy to provide you with further information.
Wealth Office clients will receive a personalised scenario analysis with their annual financial statements in January. We would also be happy to prepare one for you. For more information: here