ZWEI Wealth Provider  Subscription Models

The Basic (free) subscription model provides a general feedback report showing you on which rank you have finished overall. 

The Detailed Feedback report reveals all the data from the other offers on an anonymous basis.  

You will be able to see what the price and the performance or risk data was, that others have submitted, especially the winner. 

The WOC has already become a staple in our annual promotion cycle.  In 2025, we had over 30 speakers from Banks and Asset Managers present their best solutions to over 250 guests in Zurich, Geneva and London.

In 2026, we will host again many providers that want to showcase their capabilities & offers.

The WOC Zurich will take place on 3 June at the Kunsthaus.  Get in early to secure your speaker slot!

Our proprietary tool allows you to compare your offer with other, similar offerings in the ZWEI Wealth ecosystem.

You can choose the risk profile, the asset allocation, the currency and also change the mandate size.  

You will instantly see if your solution compares favorably with regards to performance, volatility and costs!

This after-sales feature is unique and gives you the same portfolio view as client have.  

With the ZWEI Wealth traffic light system, you will instantly see which portfolios and clients need attentionbefore it's too late.

Apart from monitoring your ZWEI Wealth clients, the feature can also be used for your external clients you would like to monitor and compare (Advanced only).

The Wealth Office platform provides you targeted access to more than 10'000 private and more than 1'000 institutional end-clients, over 300 Wealth Officers and relationship managers, and more than 2'000 asset managers.

The platform offers a broad variety of channels to making prospects, clients and advisors aware of your competencies and offerings:

Our WO Insights Portal and Newsletter reaches over 10'000 regular readers including clients, prospects, business partners and providers. 

The Wealth Office Conference (WOC) includes our flagship events in Zurich, Geneva and London.  Over 300 guests and 30 speakers can be reached with you as a sponsor.

Present your company and USP's at our regular in-house presentations to our Experts in Zurich and Geneva.