ZWEI Wealth – Independence

Wealth management is among the least transparent industries. ZWEI Wealth makes it possible for the first time to significantly increase the transparency of services, offers and costs for investors and creates an environment in which investors have more information at their disposal than banks and asset managers. By doing so, ZWEI Wealth has established itself as a partner and independent authority for investors, banks and wealth managers alike.

The roots of ZWEI

In 2014, the original idea was to establish a consultancy for wealth management, completely independent of financial service providers and products. Over the years, an entire ecosystem has evolved which is constantly being developed and expanded further. Today, ZWEI Wealth is the largest independent ecosystem in wealth management. As per the initial principle, this ecosystem is completely independent of banks, asset managers and other providers. 

Patrick Müller, CEO, Co-Founder, Senior Expert
Prof. Dr. Klaus W. Wellershoff, Chairman of the Board

The ZWEI Wealth network

ZWEI Wealth Experts AG is the legal entity and owner of the ZWEI Wealth ecosystem. Affiliated consultants can operate through their own legal units in a franchise relationship, or as ZWEI employees. The shareholders of ZWEI Wealth Experts AG are exclusively its board members, employees and consultants. 

Go to the experts

Go to the Advisory Board

ZWEI Wealth Experts AG

Board members
  • Chair
    Prof Dr Klaus Wellershoff
  • Board members
    Patrick Müller
  • Advisory Board
    Fleur Platow, Tarkan Özkup, Andrea Schlapbach
Executive board
  • CEO
    Patrick Müller
  • Markets
    Paul Stäheli
  • KeyClients & Methodology
    Thomas Herrmann
  • IT & Operations
    Kevin Graf
  • Marketing & Communication
    Nadeschda Hoidn Wiede


  • Arkwood GmbH
    James Wood
  • Cominetti International
    Alberto Cominetti
  • Peter Leber Finanzzweigwerk
    Peter Leber
  • Poschung Consulting
    Daniel Poschung
  • Hans Münch
    Hans Münch
  • gmbh
    Ruedi Baumgartner
  • Optifolio AG
    Rolf Künzler
  • Frédéric Luyet
    Frédéric Luyet
  • WealthsmetRisk AG
    Michele Cutruneo & Peter Conrad
  • Isabelle Röher
    Isabelle Röher
  • Isabelle Stumm
    Isabelle Stumm
  • Nadeschda Hoidn Wiede
    Nadeschda Hoidn Wiede
  • Sascha Ferg
    Ferg Coaching & Consulting
  • Ekaterina Tattersall
    Ekaterina Tattersall
  • Jean-Daniel Debons
    Jean-Daniel Debons
  • Robert Tschiemer
    Robert Tschiemer
  • Andreas J. Schlegel
    Andreas J. Schlegel
  • B-E-S (Israel)
    Ori Sharoni
  • Sergije Frangeš (Europe)
    Sergije Frangeš