The Wealth Management Knowledge Platform
With insights you benefit from in-depth insights on the topic of wealth:
- articles selected for you
- monthly assessment of the economic situation
- more knowledge on important wealth topics
- news and current offers
- access to independent advice
Portfolio returns in comparison - Status end of February 2023
The latest return comparisons for investment portfolios as at the end of February 2023 are available.
News & current offers
- Wealth Office Lexicon
- Sensible use of funds in favour of Swiss SMEs
- Asset class: Infrastructure
- and many more
Monthly discussion with Klaus W. Wellershoff
Get the current assessments of Klaus W. Wellershoff in discussion with Patrick Müller.
insights Premium - join the Wealth Office Club
The insights Premium gives you access to the Wealth Office Club. You get unlimited access to ZWEI Wealth's analyses and reports, a monthly market assessment with Klaus W. Wellershoff, participation in exclusive events and access to the ZWEI Investment Committee.
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- Exclusive events
- Wealth Office Investment Committee