Isabelle G. Bannwart has joined ZWEI Wealth as a partner in March 2018. In addition to advising clients, she is involved in projects on how to improve the interface with clients concluding in a thesis on digital client experience in an advisory business.
Creating the customer experience in such a way that all the needs around the customer's life are at the centre and the best solutions on the market are found for them brings a completely new dialogue about money into the advisory process.
During my postgraduate studies to become "Chief Digital Officer", I realized that it is sufficient to support the consulting-intensive business digitally only where it makes sense. Our market data, the figures, and graphics with all the analyses are the basis for good consulting. This basis can be wonderfully simplified with the technical possibilities. The personal workshops, getting to know providers and regular meetings with our own asset goals in focus, enable all of us to rethink and make asset management better.
Education and professional background
Isabelle G. Bannwart holds a state certified diploma in business administration.
Isabelle builds on her professional experience for more than fifteen years of working in different roles in the financial and IT industry. She started as a Sales Clerk, became deputy Team head and gained experience in Wealth Planning, Privat Banking and Event Management at UBS AG. After a time-out to take care of the family she started in 2018 at ZWEI Wealth in Zurich.
Isabelle loves family life and lives in a patchwork family with four children in Rapperswil. In any free time left from her work and family commitments, she likes to ride her "CUBE" racing bike.