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.
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.