The Wealth Office platform of ZWEI Wealth enables clients to combine asset managers freely and create their own personalized wealth office. With Bank Vontobel, another integrated banking solution is now available on the platform. 

The platform is particularly valued in the growing high-net-worth segment—clients with assets between CHF 3 million and CHF 30 million. Vontobel, which has traditionally been very strong in this segment, is therefore a highly relevant partner.

An integrated banking solution are a growing segment and allow clients with a wealth office to benefit from simplified administrative processes, direct and secure data feeds, and attractive pricing models.

With a dedicated service desk for financial intermediaries, a broad product offering, first-class transaction services, and competitive pricing, the bank has been one of the leading providers of custody and execution services for many years.