Can you delegate your own wealth matters and still be in control? Is it possible to achieve as good results as a professional investor?
My ZWEI system
No matter which bank, which asset manager you work with today, we take care of everything from A to Z for you.
This includes the following services:
- Year-round care of your assets by a personal advisor
- plan. / Development and maintenance of your investment regulations
- find. / Search for banking and administrative solutions and assessment of investment proposals
- control. / Checking the results, costs and ensuring target achievement
- Individualized reporting and monitoring
- Establish and manage your private investment committee
- Negotiation of preferential terms with banks and asset managers