Introduction of Wealth Office Portfolios.
Wealth Office Portfolios are the next step in the evolution of our wealth management services.
For the first time, ZWEI Wealth is offering a plug-and-play package that combines Wealth Office services, portfolio management and custodian bank services. After careful consideration, we have selected Schwyzer Kantonalbank (SZKB) as our first integrated custodian bank.
SZKB has more than 125 years of experience and an AA+ rating from S&P. It also benefits from a state guarantee from the Canton of Schwyz and enjoys an excellent reputation and high integrity.
The following asset managers are available in an initial phase: Lapis, HQAM, Dr. Pirmin Hotz Vermögensverwaltungen, OLZ, Arete Ethik Invest, DCP Client Partner and SZKB Asset Management.
The combination with ZWEI Wealth brings various advantages for clients. Different portfolio managers are available, both passive and active managers, who cover different risk profiles.
Switching portfolio managers is very easy for clients and the data transfer to the Wealth Office is fully automatic and highly reliable. Clients also benefit from improved price negotiations with regard to custody account management and asset management.
Let our competent Wealth Officers advise you directly!
Let our competent Wealth Officers advise you directly!