Democratising wealth management
Until now, only the world's largest investors have been able to afford a family office. This is changing: ZWEI Wealth is now offering every investor, every organisation and every foundation the advantages of independent wealth management. "We are democratising wealth management," says ZWEI Wealth co-founder and CEO Patrick Müller. From September 22 2022, anyone can set up their own Wealth Office. You will benefit from individual advice from your own Wealth Officer as well as from easy-to-use digital functions - including a wealth of knowledge and tendering platform.
Personal and individual advice; everything transparently displayed; quick evaluation; easy control of everything from one source - these are the advantages that many investors want. For very large estates, the market offers the so-called family office as the standard. Worldwide, a good 70% of assets of over 500 million dollars are currently managed by such family offices (*Source: Global Family Office Industry, Mordor Intelligence, 2022). Everyone else who does not benefit from such a service quickly loses track and precious time. They lack simple tools to maintain an overview and the power to act over their assets held with various banks or managers, as well as over other assets such as real estate or shareholdings.
The bank is coming to the client, not the client is going to the bank
Why should only the very largest investors have such advantages, Patrick Müller and co-founder Prof. Dr. Klaus Wellershoff asked themselves. For years, they have been successfully developing wealth management advice that is independent of banks and products. Their latest venture is called "Your own personal Wealth Office" and will be launched on September 22 2022. Now every investor can enjoy the advantages of a Wealth Office, as is common for very large assets.
This is the new wealth management - Wealth Offices for everyone.
Patrick Müller, CEO ZWEI Wealth
"The advantages over other wealth management models are evident," says ZWEI Wealth CEO Patrick Müller: "The representation of interests is better, transparency is always there, handling is easier and the results are significantly better." The advantage for all investors: They do not have to go to the banks and asset managers as before, but the latter come to them. Patrick Müller is convinced that "this sets new rules for a new wealth management".
The rules are called: Simple, independent, personal. Thanks to the "Your own personal Wealth Office" offer, clients have personal advice tailored to their needs at all times, virtually or physically. The digital platform offers a complete overview of one's own wealth landscape. Thanks to the easy handling and the individual service, clients save a lot of their own valuable time.
Know-how and advice for better investment decisions
The handling of independent asset management is simple and transparent. A knowledge platform or use cases individually tailored to personal needs allow private and institutional investors to navigate themselves through simple questions. With just a few clicks, they can start their own Wealth Office, get an overview of their assets or contact their own wealth officer - and the solution to a more complex strategic question is no longer out of reach. "Once set up and running, Your own personal Wealth Office will above all lead to better decisions for your own assets," says Patrick Müller, speaking from experience.