ZWEI Wealth Blog

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.

Gold as an investment: what investors should know

ZWEI Wealth Blog: Gold as an investment: What investors should know. ZWEI Wealth - the first wealth office in Switzerland.

Why should I consider ETFs and index funds?

ZWEI Wealth Blog: Why should I consider ETFs and index funds? ZWEI Wealth - the first wealth office in Switzerland.

Pillar 3a: Why it's worth paying in

ZWEI Wealth Blog: Pillar 3a: Why it's worth paying in. ZWEI Wealth - the first wealth office in Switzerland.

Why outlooks are so important for investors

ZWEI Wealth Blog: Why outlooks are so important for investors. ZWEI Wealth - the first wealth office in Switzerland.

What is the best way to invest my money?

ZWEI Wealth Blog: What is the best way to invest my money? ZWEI Wealth - the first wealth office in Switzerland.

Make provisions, maintain your standard of living, secure your prosperity: Wealth Office vs Bank

ZWEI Wealth Blog: Provide for the future, maintain your standard of living, secure your wealth: Wealth Office vs Bank. ZWEI Wealth - the first wealth office in Switzerland.

Pension and succession planning for entrepreneurs after liquidity event

ZWEI Wealth Blog: Pension and succession planning for entrepreneurs after the Liquidity Event. ZWEI Wealth - the first wealth office in Switzerland.

What are factor ETFs?

ZWEI Wealth Blog: What are factor ETFs? ZWEI Wealth - the first wealth office in Switzerland.

Investing in times of tense geopolitics

ZWEI Wealth Blog: Investing in times of tense geopolitics. ZWEI Wealth - the first wealth office in Switzerland.

Dividend tax on Swiss shares: an overview

ZWEI Wealth Blog: Dividend tax on Swiss equities: an overview. ZWEI Wealth - the first wealth office in Switzerland.

Wealth Check: Why you should check your finances regularly

ZWEI Wealth Blog: Wealth Check: Why you should check your finances regularly. ZWEI Wealth - the first wealth office in Switzerland.

Wages or dividends: Tax tips for entrepreneurs

ZWEI Wealth Blog: Wages or dividends: Tax tips for entrepreneurs. ZWEI Wealth - the first wealth office in Switzerland.

Specific investment expertise: The solutions from ZWEI Wealth

ZWEI Wealth Blog: Specific investment expertise: The solutions from ZWEI Wealth. ZWEI Wealth - the first wealth office in Switzerland.

Inheriting pension assets: tips on how descendants can inherit

ZWEI Wealth Blog: Inheriting pension assets: tips on how descendants can inherit. ZWEI Wealth - the first wealth office in Switzerland.

Providing for the future as an entrepreneur - security and serenity

ZWEI Wealth Blog: Pension provision as an entrepreneur - security and serenity. ZWEI Wealth - the first wealth office in Switzerland.

Investing in Switzerland: The most important facts at a glance

ZWEI Wealth Blog: Investing in Switzerland: The most important facts at a glance. ZWEI Wealth - the first wealth office in Switzerland.

Early retirement - Invest intelligently: Making the most of your freedom

ZWEI Wealth Blog: Early retirement - Intelligent investing: Making the most of your freedom. ZWEI Wealth - the first wealth office in Switzerland.

Inflation protection: strategies to preserve your assets

ZWEI Wealth Blog: Inflation protection: strategies to preserve your wealth. ZWEI Wealth - the first wealth office in Switzerland.

Pillar 3b with ETFs: Flexible pension provision in Switzerland

ZWEI Wealth Blog: Pillar 3b with ETFs: Flexible pension provision in Switzerland. ZWEI Wealth - the first wealth office in Switzerland.

Infrastructure as an asset class - how to proceed?

The introduction of the 'infrastructure' investment category opens up new scope for pension funds.

Tendering thought differently - the tendering process find. by ZWEI Wealth

Tenders are an extremely good way of finding the best solutions.

The 10 most important questions about AHV pensions

ZWEI Wealth Blog: The 10 most important questions about AHV pensions. ZWEI Wealth - the first wealth office in Switzerland.

Seven "lessons learned" after the sale of my company

Lorenz Meier successfully built up his company over seven years and then sold it. He shares his experiences.

Noticeable changes on the Swiss real estate market

Dr. Robert Weinert, Partner at Wüest Partner, analyzes the changes in the real estate market in his guest article.

Hidden fees in asset management: investors often pay too much

ZWEI Wealth Blog: Hidden fees in wealth management: investors often pay too much. ZWEI Wealth - the first wealth office in Switzerland.

What you need to know about ETFs: A beginner's guide

ZWEI Wealth Blog: What you need to know about ETFs: A beginner's guide. ZWEI Wealth - the first wealth office in Switzerland.

Wealth Office Conference London 2024

The first Wealth Office Conference in London has provided many interesting insights into the Wealth Management industry in the UK.

Wealth Office Conference 2024

Over 130 participants met at the Wealth Office Conference 2024 over the past two days for the annual exchange of ideas. As a highlight, the best 23 banks and wealth managers presented their top offerings. The audience chose the three best.