The ZWEI rating of banks and asset managers is now available online
Investors can now access independent provider ratings for banks and asset managers online on the ZWEI Wealth transparency portal. This makes it easier than ever to access objective comparative data—an important step toward greater transparency in an industry that remains difficult for many to understand and in which conflicts of interest often exist.
The ZWEI Wealth provider rating is the first independent evaluation system for portfolio management providers in Switzerland. More than 500 banks and asset managers in Switzerland and abroad are evaluated - on the basis of a rule-based catalog of criteria that reflects the decisive factors for good asset management: Company structure, assets under management, team size, specialization, licensing situation and ownership structure. The data is continuously reviewed and calculated according to a clearly defined set of rules.
An element for the assessment
The provider rating provides an initial orientation - not a final judgment. It is one of four central criteria that are relevant for a well-founded assessment of an asset management solution. The track record, i.e. long-term performance and risk behavior, costs and individual preferences should also be taken into account.
The transparency created by these means is the key to better investment decisions.
" With our portal, we provide investors with the knowledge and tools to demand more from their asset managers. "
Nadeschda Hoidn Wiede, Partner ZWEI Wealth
The transparency portal is being further expanded
The transparency portal was launched in 2024 and has since established itself as a central platform for comparing asset managers. It offers investors verified, easy-to-understand information that enables them to make informed decisions - an important goal for Patrick Müller, co-founder and CEO of ZWEI Wealth: "With the transparency portal, we are promoting transparency and competition in wealth management. This benefits clients and good managers - and that's a good thing!"
Further functions will be added to the portal in the coming months, including tools for analyzing the performance and costs of banks and asset managers. The transparency portal thus offers investors direct access to comprehensive comparison options and is also one of several means of strengthening the competitiveness of the Swiss financial center in the long term, including at a global level.
The new provider rating are now available online.