Transparency Report 2020/21
With the transparency report, we bring some light into the secrecy of wealth management once a year. The aim is not to denounce anyone or any institute. Rather, we would like to initiate discussions that will help the clients of wealth managers and banks to regain more confidence in the offers and results. This requires transparency which promotes competition. This is how customers ultimately benefit from good services at fair prices.
You can find the entire transparency report as a link below or you can also order a print version. We would like to thank the banks and asset managers for their cooperation and wish you an interesting read.
How can you benefit from transparency?
ZWEI Wealth offers private and institutional clients services ranging from all-round wealth coverage through to special mandates for investment planning, the selection of portfolio managers and investment monitoring.
- My ZWEI System. We take care of all wealth affairs for you from A-Z, including a dedicated investment committee
- plan. A planning team develops the investment regulations from the wealth architecture to the detailed requirements for banks and portfolio managers
- find. The best asset managers are found in a tender and successful and cost efficient implementation is ensured
- control. An investment monitoring is established and the results (strategy, performance, risk, costs) of the banks / administrators are systematically checked