TRANSPARENT AND INDEPENDENT
How safe are your assets when the world is in turmoil?
Plan.
With "Plan", Zwei Wealth lays the foundation for a clear wealth strategy. Workshops are held to create an individual asset architecture with defined goals and responsibilities. The personal investment regulations create orientation and transparency. This creates structure and a clear path to investment success.
Find.
"Find" identifies the best partners from over 550 banks and asset managers. Requirements are defined, offers analyzed and presented in a pitch contest. Zwei Wealth supports the selection process objectively and independently. After six months, a comprehensive review of the selected solution follows.
Control.
With "Control", clients retain full control over their asset management. A team of experts regularly reviews costs and performance. The results are evaluated and supplemented with recommendations.
YOUR FIRST STEP TO MORE SECURITY AND TRANSPARENCY
How secure are your returns in times of change?
Security means keeping a clear and organised overview of your performance at all times. Asset management is often opaque. Our free return report provides clear insights and market benchmarks.
Zwei Wealth analysed over 800 portfolio management solutions from banks and asset managers in 2025. The comparison gives investors the security and transparency they need to assess the work of their asset manager. The differences between good and bad managers remain large.
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Transparency that creates trust today and security tomorrow.
Find out how independent advice and transparent processes can optimize your asset management and create security. Take advantage of a free 15-minute consultation with our experts to manage opportunities and risks professionally.