Get started.

We’d be happy to provide you with more information about the Wealth Office and give you the opportunity to schedule a meeting with us directly.

Thank you very much for your interest.

You will receive an email shortly. There, you can learn more or schedule an appointment directly.
Something seems to have gone wrong. Please try again or give us a call.
Besten Dank für Ihr Interesse.

Sie werden in Kürze eine E-Mail erhalten. Dort können Sie sich weiter informieren oder direkt einen Termin vereinbaren können.
Hier scheint etwas schiefgelaufen zu sein. Probieren Sie es erneut oder rufen Sie uns an.
Besten Dank für Ihr Interesse.

Sie werden in Kürze eine E-Mail erhalten. Dort können Sie sich weiter informieren oder direkt einen Termin vereinbaren können.
Hier scheint etwas schiefgelaufen zu sein. Probieren Sie es erneut oder rufen Sie uns an.

Find.
How do you recognise the right Wealth Manager?

Too many banks and asset managers, too many offers – who can keep track? ZWEI WEALTH finds the right partners for you – transparent and independent.

Get started

Here’s how it works.

With the “Find” advisory service, ZWEI WEALTH identifies the best offers from over 400 banks and asset managers – completely independently. First, your requirements are captured in a detailed catalogue. Then, your advisor organises a tender process via the ZWEI platform. The incoming proposals are analysed, and the top providers are invited to a “beauty contest”. Once you’ve made your decision, ZWEI WEALTH handles the negotiations and conducts a final review of the selected solution after six months.

Better search results

Finds the best providers for your individual needs – independent and clear.

Transparency and comparability

Objective evaluations and clear reports make offers transparent and directly comparable.

More cost-effective

Better terms without hidden fees – thanks to independent tenders.

100% Transparent:
Our pricing.

Our pricing is as simple as it is transparent: the fee is calculated as a percentage of the assets under our supervision and is charged directly to you. We do not receive commissions from any partners we may recommend to you. Like a family office, we work exclusively on your behalf and are therefore completely independent.

Detailed pricing list
Assets under control in million CHF
Annual fee
1
0.65%
5
0.40%
10
0.35%
20
0.25%
50
0.21%
100
0.19%
500
0.15%

Get an insight now.

Find the right service providers for your wealth – open your personal Wealth Office now.

Download sample Find report
Download offer search template

Optimize your wealth management now with the Wealth Office.

Get started

Zwei Wealth
‍Genferstrasse 35
CH–8002 Zurich

+41 (0)  43 299 22 22info@zwei-wealth.com
Become a providerBecome a wealth officer
Legal noticePrivacy policy