Service modules

plan.find.control. – the new wealth management services. With modular services, you can delegate your wealth management without losing control. Learn more about the three modules.

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

  • Our fees are modular and follow a pay-per-use approach. 
  • The price of each module includes everything required to render the service.
  • Prices are results-oriented and calculated as a percentage of assets. 
  • You always receive a binding offer with further details on the process. 
  • We are paid exclusively by you and do not receive any payments from wealth managers, banks or other financial service providers.
Service Module
Assets in millions 1 5 10 20 50 >100
plan. 0.40% 0.20% 0.15% 0.10% 0.08% 0.05%
find. 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% 0.10% 0.10% 0.10%
Portfolio review CHF 1,600 per portfolio

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

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%).