ZWEI Wealth – Independence
re-defined
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.
ZWEI Wealth Experts AG
Board members
- Chair
Prof. Dr. Klaus Wellershoff - Board members
Patrick Müller, Peter Schmid - Advisory Board
Fleur Platow, Tarkan Özküp, Peter Schmid (Chair), Pascal Föhn, Andrew Hall, Cornelia Harder
Executive board
- CEO
Patrick Müller - COO
Andrea Schlapbach - Operations + IT
Kevin Graf - Clients
Paul Stäheli - Providers
Cyrill Moser - Marketing
Nadeschda Hoidn Wiede - Platform Services
Pascal Frei - Markets
Matthias Lehmann
Partner
Switzerland
- Arkwood GmbH
James Wood - Cominetti International
Alberto Cominetti - Peter Leber Finanzzweigwerk
Peter Leber - Poschung Consulting
Daniel Poschung - fine-advice.ch gmbh
Ruedi Baumgartner - Optifolio AG
Rolf Künzler - Isabelle Röher
Isabelle Röher - Nadeschda Hoidn Wiede
Nadeschda Hoidn Wiede - Ferg Coaching & Consulting
Sascha Ferg - ZWEI Wealth Suisse Romand SA
Jean-Daniel Debons - Robert Tschiemer
Robert Tschiemer - Andreas J. Schlegel
Andreas J. Schlegel - Peter Schmid
Peter Schmid - Ralph Kleeb
Ralph Kleeb - Mirco Colombo
Mirco Colombo - Lionel Tschudi
Lionel Tschudi - Heinrich Hugenschmidt
Heinrich Hugenschmidt - Petra Oeschger
Petra Oeschger - Kevin Jud
Kevin Jud - Dominique Schulthess
Dominique Schulthess - Pascal Eyholzer
Pascal Eyholzer - Lisa Kaufmann Cicala
Lisa Kaufmann Cicala - Luca Studer
Luca Studer - Mathias Rohr
Mathias Rohr - Daniel Hug
Daniel Hug - Patrick Küssenberger
Patrick Küssenberger - Loris Capoferri
Loris Capoferri - Nicolas Debons
Nicolas Debons - Olivier Ruch
Olivier Ruch
International
- B-E-S (Israel)
Meir Baron, Amir Eshel, Ori Sharoni - Sergije Frangeš
Sergije Frangeš - Ekaterina Tattersall
Ekaterina Tattersall - Heinrich Hugenschmidt
Heinrich Hugenschmidt - Pascal Eyholzer
Pascal Eyholzer
Affiliate partners
Switzerland
- Hans Münch
Hans Münch - Frédéric Luyet
Frédéric Luyet - Michele Cutruneo
Michele Cutruneo - Uri Krausz
Toledo Capital AG - Alberto Aliprandi
Alberto Aliprandi
International
- GELDBLICK
Andreas Bonschak