Ad hoc check
You have delegated your wealth management to a bank or an asset manager. Given the current upheavals in the context of the Corona crisis, what do you have to consider and what actions are required to take?
This is how it works
You send us a statement of your portfolio. We analyze this in terms of results (return, risk, costs) and subject it to a risk assessment in the current market environment (counterparties, asset managers, investment strategy and opportunities). This means that you have clarity within a few days and know whether and where to act.
Why with ZWEI Wealth?
You may be wondering why you shouldn't just go to your bank or asset manager for such a check. First, your bank or asset manager is biased in their opinion due to the role they play. Of course, your advisor will not tell you that work has been done poorly or that the bank is currently at increased risk. Secondly, ZWEI Wealth has an overall view of the market and can thus assess results, risks and opportunities better than anyone else. Because ZWEI Wealth does not manage any assets itself and is paid exclusively by its customers, i.e. you. So, you get transparency and have one less worry.