Conviction

I am convinced that the Wealth Office approach will fundamentally reshape wealth management. Through Zwei Wealth, clients gain access to a structured, transparent and bank-independent process that is also available to wealthy private individuals. I am passionate about developing bespoke, strategically grounded solutions that address each client’s individual needs and enable them to benefit from efficient and effective wealth management.

Education and professional career

Thomas Ulrich holds a Bachelor of Science in Business Administration with a specialisation in Banking & Finance and is currently pursuing a Master of Science in Business Information Systems alongside his professional responsibilities. His professional experience includes positions at renowned universities as well as leading consulting firms.

In 2023, together with his wife, he founded Ulrich Educational Consulting, a specialist consultancy advising international families on educational planning and school selection. Drawing on this entrepreneurial experience and his broad expertise, he brings a new perspective to wealth management – one that is analytical, independent and consistently client-focused.

Languages

German and English (both at native level)

Personal

Thomas Ulrich lives in Zurich with his family. Outside his work as an adviser, he is a passionate musician.