Family Office
Private Investor
Trust
Central Switzerland
German
English

Pascal Frei

Partner

Since 2021, Pascal Frei has advised both institutional clients, such as foundations and pension funds, and private clients on wealth-related matters at Zwei Wealth.

Conviction

While private individuals are acquiring increasingly sound knowledge of wealth-related matters, traditional private banking providers remain strikingly reluctant to offer transparency regarding quality and costs. The prospect of helping to advance the liberalisation of private banking through Zwei Wealth’s approaches is a constant source of motivation for me. This approach finally enables me to offer my clients significantly better value for money.

Education and professional career

Pascal Frei has been involved in various areas of the financial world for more than 20 years. For just over half of his career, he held various management positions in Wealth Management at a major Swiss bank. Further stages of his career took him to a fintech start-up and into Treasury and Risk Management at a global pharmaceutical group. He subsequently worked as a management consultant in the field of Financial Risk Management.

Pascal Frei holds a degree in Business Administration from the Lucerne School of Business and an Executive MBA from the Universities of Bern and Rochester, New York. He is also a Certified Financial Risk Manager (GARP FRM) and has completed the Oxford Fintech Programme.

Languages

German and English

Personal

Pascal Frei is married and has two children. Born and raised in Lucerne, he has remained loyal to his home region and lives with his family in Meggen, a suburb of the city of Lucerne. In his spare time, he enjoys sport, preferably in the mountains, is active in local politics in his municipality and tries his hand at cooking.

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