The ZWEI Wealth Codex
The ZWEI Wealth System sets a new standard for wealth management. The system enables investors to act freely in their favor, regardless of individual banks, asset managers and other providers. The basic requirement for this is a new codex that applies to the ZWEI Wealth System.
# 1 - Independent advice
Consultants are paid only by clients and do not receive any payments from banks and asset managers.
➙ As an investor, you can rely on the advice you need.
# 2 - transparency
All service providers guarantee full transparency regarding returns, risks, costs and other relevant factors.
➙ As an investor, you can rely on the completeness and authenticity of the information.
# 3 - competition
All providers face the competitive process with an offer and ongoing benchmarking.
➙ As an investor, you are guaranteed to see the best offers currently available and to make adjustments where necessary.
# 4 - privacy
Each client can maintain investment regulations that are independent of banks and asset managers. The providers only have limited access to information relevant to them.
➙ As an investor, you have sovereignty over your own data and are optimally protected against misuse.
# 5 - collaboration
The providers are committed to open and constructive cooperation with all service providers specified by the customer.
➙ As an investor, you benefit from specialist knowledge and a professional separation of powers between providers.