With a Wealth Office, your own wealth management is professionalized and this can be measured. For clients with a ZWEI Wealth Office, added value of CHF 250 million has been achieved in the last almost 10 years. We are delighted to have created new financial freedom for our clients to achieve their goals.
The chart shows the financial improvements in client assets with a ZWEI Wealth Office. The improvements are calculated from the increased returns through the selection of better managers and solutions as well as the cost savings compared to the previous solutions.
What can customers do with CHF 250 million?
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347'221 Family dinners
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2,083 Renovations to own home
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962 major non-profit impact projects
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1,250 new start-ups
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156 single-family homes for the next generation
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2'778 Oldtimers
How is the added value calculated?
The results shown are based on actual results achieved for clients and do not include backtesting. In a Wealth Office, a benchmark and median comparison is calculated for each client portfolio for the return assessment. This comparison can be used to calculate added value for a client in terms of returns. In addition, a cost control with all fees incurred is prepared once a year for each client. This allows the effective cost savings achieved to be calculated.
The added value of CHF 250 million is made up as follows:
- Return improvements: CHF 196 million
- Cost improvements: CHF 54 million