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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.
Order the current study now free of charge.
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
Lohn sich ein eigenes Wealth Office?
Ein eigenes Wealth Office – geht das? Bestellen Sie das Handbuch mit Starter Kit.
Vermögensplanung
Firmenverkauf, Erbschaft, Pensionierung – wie geht die richtige Planung? Bestellen Sie die aktuellsten Case Studies.
Was ist eine gute Rendite?
Der unabhängige Renditevergleich von über 500 Banken und Verwaltern hilft die Resultate einzuschätzen. Bestellen Sie die aktuellste Studie.
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.
250 million more for Wealth Office clients
Get an insight into professional wealth management with a Wealth Office and discover how clients have gained financial freedom with CHF 250 million.
Clients are seeking portfolios with high equity
Customers are increasingly looking for portfolios with a high equity component. Find out how inquiries increased in the first half of 2024 and which themes are particularly on trend.
ETSU EGAMI : RAINBOW
Our aim is to offer promising young artists from a wide range of backgrounds an exhibition platform in Switzerland.