Das Wealth Office:
The revolution of wealth management.

More than 70% of wealth management firms deliver unsatisfactory results and are too expensive. A Wealth Office ensures transparency regarding services, offers, and costs. It handles all wealth-related matters and enables informed decisions, leading to significantly better outcomes.

More transparency, more clarity, better performance.

With ZWEI Wealth, for the first time, transparency regarding services, offers, and costs for investors is significantly increased, creating a situation where investors have more information than the banks and asset managers. In this way, ZWEI Wealth has established itself as a partner and independent authority for both investors and banks and asset managers.

Prof. Dr. Klaus W. Wellershoff, Patrick Müller (from right to left)

Innovation since 2014: Our story

ZWEI Wealth was founded in 2014 by Prof. Dr. Klaus Wellershoff and Patrick Müller. The initial idea was to establish independent advisory services for wealth management, free from products and banks. In October 2022, this evolved into the Wealth Office platform, which is continuously being developed and expanded. Today, ZWEI Wealth is the largest platform in wealth management and, since 2025, a subsidiary of Swiss Life.