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TRANSPARENT AND INDEPENDENT

The ZWEI Wealth provider rating

The ZWEI Wealth provider rating is the first independent evaluation system for providers of portfolio management solutions in Switzerland. More than 500 banks and asset managers in Switzerland and abroad are evaluated using a rule-based catalog of criteria. It is based on a set of objectively measurable criteria for good asset management The rating provides an initial classification. Further factors such as performance, costs and risk requirements are required for the assessment of a portfolio, the review of an offer or an existing solution.

2 ZW seal of quality Design OLZ Dark

ZW Seal of Approval Design Lakefield Partners Dark

2 ZW Seal of Quality Design HQAM Dark

ZW Seal of Approval Design Maerki Baumann & Co. Dark

ZW Seal of Quality Design Lapis Dark

2 ZW seal of approval Design Capital Groupe Dunkel-3

1 ZW Seal of Approval Design DCP Client Partner Dark

2 ZW Seal of Quality Design FINAD Dark

2 ZW seal of approval Design J. Stern & Co. Dark (3.4)

ZW Seal of Approval Desingn Xtrackers by DWS Dunkel

ZW Seal of Approval Design LGT Bank Dark

ZW Seal of Approval Design DR. Pirmin Hotz Vermögensverwaltung Dunkel

ZW Seal of approval Designn Schwyzer Kantonalbank Dark

ZW Seal of Quality Design PROSPERIS Dark

1 ZW seal of approval Design Arete Ethik Invest Dark 3.5

ZW Seal of Approval Design Berner Kantonalbank Dark

1 ZW seal of quality Albin Kistler Dunkel 3.7

ZW Seal of Quality Desingn Vontobel Dark

1 ZW seal of approval Design ECOFIN Portfolio Solutions AG Dark

ZW seal of approval Designn UBS Dark

ZW seal of approval Design Hamilton Lane Dark

ZW Seal of Approval Design J.P. Morgan Dark

ZW Seal of Quality Design Vicenda Group AG Dark

1 ZW Seal of Approval Design LendInvest Dark 3.4

1 ZW seal of approval Design Leovest AG Dark