Register before the summer holidays, get the best asset management thereafter
Every year during the summer months, we use a tender process to update the search for the best offers in wealth management. What are the best portfolio managers and what are the best conditions for a portfolio of 0.5-2 million? Register your interest now without obligation, in order to place easily and without great effort your asset management in the right hands.
Description
There are over 3,000 asset managers in Switzerland and countless different offers for wealth management solutions. Once a year, ZWEI Wealth defines typical investment portfolio profiles for investment sizes of 0.5 to 2 million Swiss francs. In a competition, all asset managers can submit their bids. The best are presented to the interested investors and developed an individualized investment proposal.
How does it work?
1. You register your interest without obligation
2. We provide the anonymised results of the offers free of charge and present the results at an event (September 2019).
3. If you are interested, we will work out an individualized offer (fee-based) for one or more of the manager and help you with the implementation of the new portfolio.