2021-2023 - Wealth Office Platform
An increasing number of advisors are joining as Wealth Officers. ZWEI Wealth has decided to build a digital Wealth Office platform that enables interaction among clients, Wealth Officers, as well as banks and asset managers.
Over a period of nearly three years, an individual portal is created for each client, allowing interested parties to register and gain a non-binding insight into the Wealth Office. The Wealth Officers benefit from enhanced functionalities on the platform, and the entire tendering process is now conducted digitally. The platform becomes the central point of connection for Wealth Office activities.
Key Milestone
- Launch of the digital Wealth Office platform
- Free Wealth Office registration
- Acquisition of the Wealth Office premises at Genferstrasse 35 in Zurich
- First independent provider rating for over 400 banks and asset managers
- First Wealth Office conference in Zurich
- B2B solution WO Professional
- Launch of the transparency portal
- Initiation of the Villa Mythenstein art project
The Anecdote
Despite the overall consensus, there is one topic at ZWEI Wealth where opinions have remained divided after 10 years and seem irreconcilable: coffee – too bitter for some and not enough latte for others. But we will not give up and hope for a happy ending!