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Sie werden in Kürze eine E-Mail erhalten. Dort können Sie sich weiter informieren oder direkt einen Termin vereinbaren können.
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The services of your personal Wealth Office.

We plan your wealth management with you, find suitable banks and asset managers, and continuously monitor them on your behalf.

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Plan, Find, Control. The cornerstones of the Wealth Office.

Plan.

A personal investment strategy

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Find.

Perfectly matched service providers

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Control.

Ongoing monitoring on your behalf

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Your Wealth Office

With your personal Wealth Office, you establish a professional framework for managing all your assets – no matter which banks or asset managers you work with today or wish to work with in the future. A Wealth Office handles all your financial matters from A to Z.

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Personal consultation

Independent and committed solely to your interests – with tailored strategies for your wealth.

Simple and clear

Your wealth at a glance: all investments, costs, and returns presented transparently and clearly.

Reporting & Monitoring

Monitoring your service providers: performance and costs are regularly reviewed and transparently disclosed.

Only one point of contact

One Wealth Officer for all matters concerning your wealth – independent and professional.

Decisions with a system

Transparent data on costs and performance as a basis for rational decisions.

Preferred conditions

Exclusive terms with banks and asset managers – negotiated in your best interest.

Case studies

Jane Smith - The bank customer
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Overview in the online portal

The digital portal gives you a clear overview and the control you need over your wealth – simple and transparent.

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100% Transparent:
Our pricing.

Our pricing is as simple as it is transparent: the fee is calculated as a percentage of the assets under our supervision and is charged directly to you. We do not receive commissions from any partners we may recommend to you. Like a family office, we work exclusively on your behalf and are therefore completely independent.

Detailed pricing list
Assets under control in million CHF
Annual fee
1
0.65%
5
0.40%
10
0.35%
20
0.25%
50
0.21%
100
0.19%
500
0.15%
Work directly with bank / asset manager

Often complex pricing with non-transparent fees

No support in selecting your service providers

No monitoring of your bank / asset managers

Bank advisors / wealth managers are incentivised to recommend the services or products that earn them the highest commissions.

Wealth Office

Overview of all actual costs incurred

Expert support in selecting the right service providers

The performance of your bank / asset manager is continuously monitored

A Wealth Officer supports you independently with your wealth planning

This is the added value of the Wealth Office

It may seem obvious to entrust a bank or wealth manager directly with managing your assets. However, this approach comes with significant drawbacks. Your Wealth Office helps you make objective decisions when working with service providers.

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Optimize your wealth management now with the Wealth Office.

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Zwei Wealth
‍Genferstrasse 35
CH–8002 Zurich

+41 (0)  43 299 22 22info@zwei-wealth.com
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