TRANSPARENT AND INDEPENDENT

Wealth Management. At its best.

We have deep insights about the services of wealth managers, asset managers and custody banks. We are happy to share our knowledge with you, enabling a substantial improvement of asset management services provided to you.

 

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Transparenzbericht

Transparency Report 2023

The annual study on the current performance of banks and asset managers:

  • Customer satisfaction
  • Returns, risks, costs
  • Practical examples

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Welches Rating hat Ihre Bank?

​ZWEI erstellt das einzige unabhängige Provider Rating für Banken und Vermögensverwalter. Bestellen Sie die aktuellste

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Lohn sich ein eigenes Wealth Office?

Ein eigenes Wealth Office – geht das? Bestellen Sie das Handbuch mit Starter Kit.

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Vermögensplanung

​Firmenverkauf, Erbschaft, Pensionierung – wie geht die richtige Planung? Bestellen Sie die aktuellsten Case Studies.

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Was ist eine gute Rendite?

​Der unabhängige Renditevergleich von über 500 Banken und Verwaltern hilft die Resultate einzuschätzen. Bestellen Sie die aktuellste Studie.

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ZWEI Wealth Office Investment Committee - Januar 2025

Transparency and comparability have been proven to lead to better results.

Monthly interview Klaus Wellershoff & Patrick Müller

Transparency and comparability have been proven to lead to better results.

10 years of ZWEI Wealth - the revolution in wealth management continues

Transparency and comparability have been proven to lead to better results.

Your wealth planning - order now free of charge

Wealth planning is a process that is often underestimated. However, especially in times of economic uncertainty and fluctuating markets, careful planning of your own assets is of crucial importance. Those who take an early look at their financial situation will benefit from numerous advantages in the long term.