The Performance-Comparison 2023

08.02.2024

Once a year, ZWEI Wealth conducts a performance comparison of banks and asset managers. The comparison provides guidance for assessing the achieved results, allowing everyone to easily gauge both good and less favourable returns. ZWEI Wealth has been conducting the annual survey for nine years already.

For the investment year 2023, we were able to compare the returns of over 500 portfolios from more than 80 different institutions. What stands out for the investment year 2023 - the differences are larger than ever before since ZWEI Wealth started conducting the analyses. The entire report provides you with the details of the results.