Zwei Wealth is the leading platform offering wealthy private individuals a professional setup that strives to deliver the best investment results to our clients. Basic access to our RFP platform is free of charge, as all our asset owner services are paid for only by clients.
Covering wealthy private individuals, foundations, trusts, family offices, and pension funds, we advise a diverse client base that offers you the opportunity to win interesting new client business.
A tailor-made setup for clients
By joining the Zwei Wealth community you become part of a professional network offering tailor-made strategy advice and investment portfolios to clients.
Zwei Wealth acts as our clients' strategic advisor and main point of contact. We set the strategy, lead the manager selection process, and monitor investment results in an institutional-grade setup.
Our clients typically work with at least two specialised banks or asset managers (whom we call providers), in a customised setup that combines the most suitable asset managers, custodians, and banks.
The Zwei Wealth method
Our method is a framework that combines the following four rating components. The combined rating will decide on your offer's ranking and helps clients identify the most interesting offers.
Offer submission & selection process
Unlike other platforms, ours has been designed to require only little time investment upfront, thus enabling you to efficiently pitch your solutions to a wide range of clients.
Once you have settled into our workflow, and if you are working with templates, it can take you as little as 5 minutes to submit an offer.
Your effort will increase with your chances of winning new business. After submitting your offer, we will create a first longlist that we analyse in more detail, at which stage we may ask you to provide additional information.
Clients decide on their own shortlist, who will be invited to a pitch contest on site or via videocall.
Clients decide whom they will award their mandate to, after which we coordinate the implementation of their new investment portfolio.
All providers who participated in an RFP will receive free, basic, feedback. More detailed feedback and market intelligence is available through our premium subscription models explained below.
Premium services
Beyond our basic and free platform access, we offer two types of premium services to you:
Our subscription models allow you to gain market intelligence on competing offers and access to our advisors:
We also offer sponsored content that allows you to promote your firm or services through our own marketing channel, the insights online magazine and newsletter. Please contact us for more information about sponsored content and our pricing.
Register as a new provider
To register as a new bank or asset manager, please fill in our simple onboarding questionnaire below. We will review your submission and contact you shortly thereafter.
The subscription model 'PLUS' offers key features for you to understand the market and how your offering compares to the competition - It's a vital tool in order to target the right tenders and ensure a successful platform journey.
The video below provides you with more details.
More about the ADVANCED subscription
The subscription model 'ADVANCED' is the consulting package to promote your services in our ecosystem and to make sure our clients and prospects hear about it. In our hybrid world of digital & human interface, it's a vital component to win in the long term.
The video below provides you more details.
Wealth Office Conference
Impressions of the latest Wealth Office Conference in Zurich.
