Finding the best asset manager

We pick the best provider from over 300 banks and asset managers for you. With plan.find.control. we ensure the best solution is established with you in three steps. Order more information free of charge.

plan.

How should I invest my wealth in the most suitable way for me?

Good wealth planning connects your investment portfolios with your life while allowing enough flexibility to respond to changes ahead. At ZWEI Wealth, a planning team develops the wealth architecture most suitable for you. The investment strategy and guidelines are summarised in a personal investment regulation and serve as a basis for your wealth management – today and in the future.

Go to the ecosystem

find.

Which bank and which wealth manager is best suited to meet my requirements?

Investing works best by identifying optimal solutions and competent managers. At ZWEI Wealth, this happens in two steps. Using our proprietary tender platform, we identify the offers best meeting your requirements. Only the best offers enter the beauty contest with you, at which point personal fit determines the winner.

Go to the ecosystem

control.

How can I be sure that my objectives and goals are being met? 

Your ZWEI consultant ensures that your assets are consistently monitored. In the process, ZWEI coordinates all necessary activities directly with your bank and asset managers and assess the results for you. Your ZWEI consultant regularly holds private investment committees with you. There we discuss important decisions and steer the achievement of your life’s investment goals in line with your objectives.

Go to the ecosystem

Prices

plan.find.control.: Search for the most suitable asset manager, including the development of an investment regulation as a basis for the search and a 6-month control period to ensure success.

Price from 0.13% - 0.90% (depending on asset size)

Price table for individual modules and ongoing monitoring
Service Module*
Assets in millions 1 5 10 20 50 100
plan. (one-off) 0.40% 0.20% 0.15% 0.10% 0.08% 0.05%
find. (one-off) 0.50% 0.30% 0.20% 0.15% 0.10% 0.08%
control.            
  • all times (p.a.)
0.65% 0.40% 0.30% 0.20% 0.16% 0.14%
  • basic (p.a.)
0.50% 0.30% 0.20% 0.15% 0.10% 0.07%
  • light (p.a.)
0.10% 0.10% 0.10% 0.05% 0.05% 0.05%
Audit report (one-off) CHF
1'600
CHF
3'500
CHF
5'000
CHF
7'500
CHF
10'000
CHF
12'000

Success- based model: 50% price reduction plus 5% of net return after five years
Minimum fee: CHF 1,200 per service module

Important: We are paid exclusively by you and do not receive any payments from asset managers, banks or other financial service providers.

*there can be additional charges for high complexity cases.

Project work
  Hourly rate Daily rate
Senior Expert CHF 400 CHF 3'000
Expert CHF 250 CHF 1'500

Ask for a personalised offer.
Prices do not include Swiss VAT (currently 7.7%).