The ZWEI Wealth
ecosystem
#1
We do not accept compensation from banks, wealth managers or other financial service providers.
#2
We ensure transparency and enable competition, we highlight flaws and deficits in the industry and aim at eliminating them.
#3
We love what we do.
Far beyond conventional portfolios
The ZWEI asset allocation model combines empirical and scientific insights in a new format.
The methodology is based on:
- Liquidity planning
- Client preferences and investment principles
- Investment allocation models
- No investment return forecasting
An open marketplace
The ZWEI platform is the largest open marketplace for wealth managers.
The platform comprises of:
- Over 400 banks and wealth managers
- In five different financial centres (Geneva, Zurich, London, Milan, Singapore)
Unique rating for wealth managers
ZWEI continuously assesses over 400 banks and financial consultants.
The evaluations are based on:
- Quantitative evaluations
- Qualitative evaluations
Comparability based on comprehensive data
The benchmarking system includes the most comprehensive data set for comparing portfolios in wealth management.
The data set distinguishes between the following categories:
- Returns
- Risks
- Costs
- Investment strategy
Independent research and knowledge sharing
The ZWEI knowledge centre engages in independent wealth management research and analysis.
The centre offers:
- ZWEI-insights research publication
- Annual transparency report on wealth management
- Analysis and research projects
- Knowledge seminars for investors
Certified experts
A completely new type of consultant
With the ZWEI Wealth expert, we are establishing a new type of consultant in wealth management.
The certification involves:
- Ensuring the independence of banks and wealth managers
- Complying with ZWEI consulting principles
- Technical know-how
- plan.find.control. competency tests
We set up a team according to your requirements
Qualified consultant
The ZWEI consultant handles all wealth management activities for you, from planning to controlling, and acts always in your best interest.
The best wealth managers
Specialised managers and experts in their field take care of the management of your assets.
A safe bank
One or more banks provide high quality banking and custody services.
Significantly better results
By strictly distinguishing between the three areas of activity, the results achieved are significantly better, achieved net returns are higher and overall costs are lower.
Learn more
The case for more modest economics
Klaus W. Wellershoff separates the wheat from the chaff and provides practical instruments to evaluate the development of the economy and financial markets.
ZWEI Wealth handbook
The handbook provides readers with a closer look at the analyses and approaches behind the ZWEI Wealth ecosystem.
Wealth management transparency report 2022
This annual analysis provides a comprehensive overview of the development of services in wealth management.