ZWEI Wealth launches B2B solution “Wealth Office Professional”

The Wealth Office services are available through wealth officers licensed by ZWEI Wealth. Additionally, third parties such as financial advisors, financial planners, trustees, multi-family offices and similar service providers can now also offer and operate a wealth office to their customers. With the B2B solution 'Wealth Office Professional', the cooperation partners receive the necessary training, access to the platform and support from a service desk in order to be able to offer their customers wealth office services at the highest level.

Wealth Office Services as a growth market

Over the last two decades, the family office has established itself as the standard for the management of their own assets for the world's largest investors. Today, around 70% of assets over US$500 million worldwide are managed by a family office or a comparable structure.

With digitalization and platforms evolving, this trend is also becoming established among customers with smaller assets. In the coming years, according to analyzes by ZWEI Wealth, the proportion of assets managed by wealth offices will increase by around 25% annually for customers with assets between 5 and 100 million. ZWEI Wealth's B2B partners can optimally benefit from this growth thanks to the Wealth Office services and platform.

The offer for a B2B solution was quickly well received by partners during the test phase.

Pascal Frei,

Head ‘Wealth Office Professional’

Already eight B2B partners

The first B2B partners have already started successfully. “The offer for a B2B solution was quickly well received by potential partners during the test phase. We are very pleased that we can already count on eight B2B partners for the start," says Pascal Frei (Head of 'Wealth Office Professional') summarizing the initial experiences.