Order your audit report

How good does your asset manager perform? With only little information provided by you, we draw up an audit report with detailed comparisons on returns, risk, costs and an overall rating.

Test: How good is your wealth management?

How much do you agree with the following?

Do you possess an investment regulation (in writing or simply put together in your head)?

Have you ever compared your banks/wealth managers?

Do you have an investment committee which meets regularly?

Are you satisfied with your wealth management solution?

Evaluation:

Result 0

0

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Test: Has your bank or wealth manager already been tested by ZWEI Wealth?

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Enter the name of your bank or your wealth manager.

    Services and pricing

    Audit report: Detailed assessment of your asset manager with recommendations for required adjustments. This ensures you are confident your assets are being well managed. CHF 1,600 per portfolio

    Start ZWEI Wealth: Individualised benchmark (comparative measure of return) for your portfolio. This gives you the opportunity to compare the returns achieved by your asset manager yourself at any time. Register and order for free below.