One Year Wealth Office
A year ago, ZWEI Wealth launched the digital Wealth Office. Since then, 3,300 people and institutions as well as 438 banks and asset managers have registered on the platform and 51 wealth officers use the platform for comprehensive management of their clients' wealth. The wealth documented on the Wealth Office platform grew by 63% within a year.
For a year now, every private individual, every family group, every foundation and pension fund can set up a wealth office digitally. With an own wealth office, wealth matters can be professionally managed - from planning, the selection of banks and asset managers to the ongoing monitoring of portfolio results. This gives investors the overview, control and best possible results – independent, transparent and success-oriented.
The Wealth Office platform has established itself very quickly and offers investors, independent advisors and banks and asset managers ease of use and efficiency.
Patrick Müller, CEO ZWEI Wealth
Successful first year
Within a year, the Wealth Office platform has firmly established itself among wealthy customers, banks and asset managers as well as the affiliated Wealth Office partners.
Plattform Facts & Figures | As of October 2023 | |
| Registered Users | 3'305 | |
| Registered Banks and Asset Managers | 438 | |
| Registered Wealth Officers | 51 | |
| Assets on Platform (CHF) | 7.8 Billions | |
| Assets under control (CHF) | 3.1 Billions |