13.03.2024
In the months of February and March, cost controls for ZWEI Wealth Office clients take place. This involves reviewing the actual costs charged by…
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08.02.2024
Once a year, ZWEI Wealth conducts a performance comparison of banks and asset managers. The comparison provides guidance for assessing the achieved…
08.12.2023
Having a Wealth Office has been proven to yield better results. We look forward to welcoming you and your recommendations within your circle of…
The 2023/24 scenario analysis has been published. You can find the report here and contact us for further information.
16.11.2023
Financial planners, trustees, financial advisors and other consulting firms can now offer their customers wealth office services with the B2B solution…
03.11.2023
A year ago, ZWEI Wealth launched the digital Wealth Office. Since then, 3,300 people and institutions as well as 438 banks and asset managers have…
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