The first Wealth Office House has opened

With the Wealth Office approach from ZWEI Wealth, every wealthy person can now set up a professional structure and management for their assets in a way that was previously only possible for very large pools of assets. The Wealth Office House and the digital portal for it form the central infrastructure to operate wealth offices of the highest standard for Swiss and international clients.

3-5 million new wealth offices in the next 5 years alone

The model of a private bank or a universal bank is hardly up-to-date today. The trend in wealth management in recent years is clear. More and more customers have their assets managed by their own wealth office. The Wealth Office assumes the central coordination function for planning, the selection of banks and administrators and their control. In the segment of very wealthy customers (UHNW), the proportion of family offices and similar structures is already over 50%. With the Wealth Office approach, the same functions can also be established individually for wealthy customers (HNW). In the next five years alone, between 3 and 5 million new wealth offices are likely to emerge worldwide.

The trend towards your own wealth office can no longer be stopped. With the Wealth Office House and the associated digital portal, we are sending out a strong signal from Switzerland.

Patrick Müller, CEO ZWEI Wealth

Everything a wealth office needs

The Wealth Office House and the associated digital portal serve as a central hub where all the necessary services for running a wealth office can be called up quickly and efficiently:

• Tools for individualized wealth architecture and planning

• A bidding platform for selecting the best services from over 500 banks and wealth managers

• Portfolio benchmarking and asset consolidation features

• Meeting rooms and video conferencing for holding investment committees and beauty contests​

• Conference area with training and information events

• Co-working space for wealth office professionals​

• Newsroom and library with current analyzes and background information

With the newly developed digital portal, the Wealth Office House and all relevant functionalities can be called up easily and individually from anywhere. This creates a comprehensive platform for wealth offices in Switzerland and worldwide.