Conviction

Thomas is convinced that the Wealth Office approach is fundamentally transforming wealth management. Through ZWEI Wealth, clients gain access to a structured, transparent, and bank-independent process that is now also available to high-net-worth individuals. With passion and dedication, he develops tailor-made, strategically sound solutions – always with the goal of meeting the individual needs of his clients and enabling them to manage their wealth more efficiently and effectively.

Education and Professional Background

Thomas Ulrich holds a Bachelor of Science in Business Administration with a specialization in Banking & Finance and is currently completing a Master of Science in Business Informatics alongside his professional activities. His career includes positions at renowned universities as well as leading consulting firms. In 2023, he co-founded Ulrich Educational Consulting with his wife – a specialized advisory firm for international families focused on education consulting and school selection. With this entrepreneurial experience and his broad-based expertise, he brings a fresh perspective to wealth management – analytical, independent, and consistently client-focused.

Languages

German (native), English (native)

Personal

Thomas lives with his family in Zurich. Outside of his professional life, he is a passionate musician.