Lisa Kaufmann Cicala joins ZWEI Wealth as a Partner
ZWEI Wealth welcomes Lisa Kaufmann Cicala as a new Partner. As a Wealth Officer, she will be responsible for managing client mandates. With her broad experience and ambition for innovation, Lisa Kaufmann Cicala is an ideal fit for ZWEI Wealth's modern advisory approach.
Lisa Kaufmann Cicala is an advisor with extensive knowledge in all areas of wealth management. She has gained experience ranging from portfolio management and auditor functions to peacekeeping missions with the UN, which makes her ideally qualified for the role of Wealth Officer for demanding client mandates. At ZWEI Wealth, she takes over the management of client mandates as a Partner and develops further to become a Senior Wealth Officer.
Lisa Kaufmann Cicala's professional background and personal experience ideally qualify her for the role of Wealth Officer for demanding client mandates. We are very pleased to be able to count on her expertise.
Patrick Müller, CEO ZWEI Wealth
As an expanding company, ZWEI Wealth strives to recruit the best wealth management leaders and advisors. Only those who pass the extensive assessment centre and have the necessary qualifications and experience are appointed Partners at ZWEI Wealth. "Lisa Kaufmann Cicala has everything it takes to be a Wealth Officer. Her motivated and success-oriented way of approaching new things quickly convinced us," Patrick Müller summarises.
The demand for independent advisory services within the framework of a Wealth Office continues to grow strongly. Thus, the advisor base will be expanded by another 20 experts in 2022 alone.