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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.
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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.
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.
Investments: How shares, ETFs and cryptocurrencies are taxed
ZWEI Wealth Blog: Investment: How shares, ETFs and cryptocurrencies are taxed. ZWEI Wealth - the first wealth office in Switzerland.