Clients of Unita can now book Wealth Office Services – ranging from wealth manager search and portfolio monitoring to operating their own Wealth Office. They benefit from local points of contact with access to more than 500 banks and asset managers.

Unita stands for trust, stability, and future-oriented thinking. A particular focus lies on specialized advisory services for digital assets such as cryptocurrencies and tokenized assets – always integrated into the client’s overall strategy. The partnership therefore creates comprehensive solutions for entrepreneurial families, high-net-worth individuals, and international clients.

With ZWEI Wealth, we have found a partner who shares our values of transparency and independence. Together, we can offer our clients not only proven fiduciary and advisory expertise, but also state-of-the-art wealth management solutions.
Cédric Schmid, CEO Unita

This partnership combines two key strengths: ZWEI Wealth’s independent, data-driven Wealth Office platform with a clearly structured, goal-oriented advisory approach, and Unita’s bespoke fiduciary and financial services. The result is efficient and personal solutions — from tax planning to wealth structuring — and a strong foundation for long-term success and transparent financial strategies.

"By partnering with Unita, we are expanding our offering with strong fiduciary expertise and creating real added value for our clients,” says Patrick Müller, CEO ZWEI Wealth.

‍

‍