Conviction

Everyone with a certain level of wealth needs and deserves a Wealth Office. To this day, the financial marketplace remains far from truly transparent, and freedom of choice is often more an illusion than a reality for many families – even those with substantial wealth. At Zwei Wealth, we have the data, methodology, experience and expertise that I draw on every day to serve my clients. The result: stronger performance, lower overall costs, and greater confidence and peace of mind when managing their wealth.

Education and professional career

Sergije Frangeš holds a master’s degree in Monetary Economics and was also a Fulbright Fellow at the University of Wisconsin, where he specialised in Finance and Investments. Throughout his career, he has held both management and specialist positions in the financial services industry and in technology companies.

He began his career as an equity analyst at a small firm in the United States before joining Thomson Reuters (now Refinitiv). There, he contributed to the development of a global bond database and the associated analytical tools. He later led the product management team responsible for developing a premium service for financial professionals, further expanding his expertise across additional asset classes.

Since 2015, he has been a partner at Zwei Wealth, where he advises international families, foundations and family offices on the structuring and management of their investment portfolios.

Sergije Frangeš particularly values working closely with his clients: defining financial objectives together, developing appropriate structures and regularly reviewing progress. He combines strategic thinking with analytical precision, ensuring that every decision is well-founded, data-driven and taken at the right time.

Languages

French, English, Croatian / Serbian, Russian and Italian

Personal

Sergije Frangeš lives in Zurich with his wife and son. In his free time, he enjoys skiing and swimming. He also enjoys good books, films and contemporary art.

Would you like to learn more?

Watch the video featuring Sergije Frangeš here.