Control.
Who really benefits from your wealth?

ZWEI WEALTH independently monitors the performance of your banks and asset managers on your behalf and puts it into context.

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Here’s how it works.

With the “Control” advisory service from ZWEI WEALTH, you maintain control over your wealth management – independently and transparently. An expert team regularly analyzes the results and costs of your bank or asset manager. Based on a unique benchmarking system, the results are summarized and supplemented with recommendations for action. An annual comprehensive report and detailed cost control are provided. Your personal Wealth Officer discusses the findings with you and actively supports you in implementing necessary measures.

Benchmarking & Rating

Independent ratings and benchmarking create clear comparability of results and costs.

Comprehensive approach

From strategy review to cost control – seamless monitoring of all wealth areas.

Action-oriented

Clear recommendations and active support in implementation – so you can act quickly and effectively.

100% Transparent:
Our pricing.

Our pricing is as simple as it is transparent: the fee is calculated as a percentage of the assets under our supervision and is charged directly to you. We do not receive commissions from any partners we may recommend to you. Like a family office, we work exclusively on your behalf and are therefore completely independent.

Detailed pricing list

Assets under control in million CHF

Annual fee

0.65%

0.40%

0.35%

0.25%

0.21%

100

0.19%

500

0.15%

Control.
Who really benefits from your wealth?

Here’s how it works.

100% Transparent:
Our pricing.

Get an insight now.

Optimize your wealth management now with the Wealth Office.

Get started.

Control.Who really benefits from your wealth?

Here’s how it works.

100% Transparent:Our pricing.

Get an insight now.

Optimize your wealth management now with the Wealth Office.

Control.
Who really benefits from your wealth?

100% Transparent:
Our pricing.