plan.
The solid foundation for your wealth management.
The formulation of investment goals, the determination of values, the development of a financial plan, the organisation of the responsibilities and finally the definition of the portfolios and the appropriate investment strategy builds the solid foundation for a successful management of your wealth. The service plan. goes far beyond the classic approach of risk profiles and definition of investment strategies.
This is how it works
A planning team develops the appropriate wealth architecture with all the requirements for banks and managers. The details and findings are documented in the personal investment regulations.
- Workshop to discuss the requirements and collect all necessary information
- Presentation of architecture options (definition of investment goals, creation of financial planning, establishment of a catalog of values, setting up an organisation with responsibilities, detailed descriptions for each investment portfolio including investment strategy and catalog of requirements)
- Elaboration of portfolio specifications based on the chosen wealth architecture
- Documentation of the results as investment regulations with all necessary details
Your advantages
Thanks to the newly developed goal-based allocation model from ZWEI Wealth, financial planning, preference structures and models for asset allocation are combined to create an individually tailored plan for you.
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Focus on goal attainment: You receive a plan that is designed for achieving your goals and delivering stable results
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Individualised: The plan. approach allows for a completely individualised planning as it does not have to take the interests of banks and asset managers into account in any way
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Basis for future decisions: plan. ultimately serves as a solid foundation and makes it a lot easier for you to make the right decisions in the future.
Pricing
See price table for details. We are happy to provide you with a personal offer including further details.