ZWEI Wealth warmly welcomes Thomas Ulrich as a new partner. As Wealth Officer, he will be responsible for managing client mandates.
Thomas Ulrich holds a Bachelor of Science in Business Administration with a specialization in Banking & Finance and is currently completing a Master of Science in Business Informatics while working full-time. His professional experience includes positions at renowned universities and leading consulting firms. In 2023, he and his wife founded a specialized consulting firm for international families in the field of educational consulting and school selection. With this entrepreneurial experience and his broad expertise, he now brings a new perspective to wealth management.
“With his entrepreneurial spirit, Thomas is a perfect fit for ZWEI Wealth.”
Patrick Müller / CEO, ZWEI Wealth
As a growth company, ZWEI Wealth strives to attract the best wealth management leaders and advisors. Only those who pass the comprehensive assessment center and have the necessary qualifications and experience become partners at ZWEI Wealth. "With his curiosity and experience in banking and finance as well as in digitalization, Thomas immediately impressed us. We are delighted that he has decided to continue his entrepreneurial career at ZWEI Wealth," summarizes Patrick Müller. The demand for independent advisory services within the framework of a wealth office continues to grow strongly. In 2025 alone, ZWEI Wealth will be looking to hire an additional 15 advisors.
Thomas is convinced that the Wealth Office approach is bringing about lasting change in wealth management. ZWEI Wealth gives clients access to a structured, transparent, and bank-independent process that is now also available to high-net-worth individuals. He is passionate about developing tailor-made, strategically sound solutions—always with the aim of meeting the individual needs of his clients and enabling them to manage their assets more efficiently and effectively.
Thomas Ulrich holds a Bachelor of Science in Business Administration with a specialization in Banking & Finance and is currently completing a Master of Science in Business Informatics while working full-time. His professional experience includes positions at renowned universities and leading consulting firms. In 2023, he and his wife founded a specialized consulting firm for international families in the field of educational consulting and school selection. With this entrepreneurial experience and his broad expertise, he now brings a new perspective to wealth management. Thomas is a native speaker of German and English. He lives with his family in Zurich. In addition to his work as a consultant, he is a passionate musician.