Here’s how it works.

The “Plan” advisory service from ZWEI WEALTH goes far beyond traditional risk profiles. A specialised planning team develops a personalised wealth architecture through dedicated workshops: your investment goals are defined, a financial plan is created, and a catalogue of values along with clear responsibilities is established. Detailed portfolio specifications and investment strategies result in a personalised investment policy. Using a goal-based allocation model, all requirements for banks and asset managers are coordinated transparently and independently.