Gain access to our digital portal, participate, and win new clients and assets through the ZWEI WEALTH platform.
The Wealth Office gives you, as a bank or asset manager, visibility with your target audience and access to concrete mandate requests.
Join a network that already manages over CHF 3.5 billion in client assets.
Benefit from access to over 3,500 active clients with concrete investment needs.
We support you personally – from registration to a successful client relationship.
Become part of the ZWEI WEALTH platform – with either the Basic Plan or the Advanced Plan. As a registered provider, you benefit from direct client access, personalised support, and an invitation to the annual Wealth Office Conference.