The competence centre for Private Banking

What questions concern you the most?

Your concern

Is my portfolio performance sufficient and is it possible to improve it?

Our approach

We independently examine the current efficiency of your portfolio compared to others and benchmarks.

We discuss the observations with you, and where need be, we make you aware of the necessary adjustments and areas of improvement.

Your portfolio statement usually contains all the information necessary for such a performance check. Based on this information, we conduct an analysis and summarise the findings in a report.

Your benefit

Possible increase of your performance by 50-80%, with the same risk level.

Read more Contact us

Your concern

Am I paying too much in fees and commissions?

Our approach

There is still very little transparency concerning fees in private banking. With a cost check we provide you with a summary of all costs and recommendations for action. We discuss the findings with you and support you in the interaction and negotiations with your bank and asset manager.

Your benefit

From experience, your total cost levels can be reduced by around 30%.

Read more Contact us

Your concern

How do I select the right bank / asset manager out of the hundreds of offerings?

Our approach

In Switzerland, there are more than 200 banks and 2'500 asset managers. Our approach allows to construct a solution of banks and asset managers tailor-made to fit your specific requirements. We apply a competitive selection procedure consisting of three phases: Request for Proposal, Tender, Selection and implementation.

Your benefit

You have selected the best bank and asset management for your requirements – improving your performance between 50-80% and reducing your costs by 30%.

Read more Contact us

News

Developed for international investors

Switzerland's private banking is the most advanced worldwide. The competences, capabilities, tradition and safety of its financial centre make Switzerland the preferred location for international wealth management. Most of the best wealth managers worldwide are located in Switzerland.

But which one is the right bank in Switzerland for you? How can you be sure to pick one of the best asset managers and pay a fair price for the services? This is where ZWEI Wealth Experts comes in. We provide you with the necessary expertise, or offer you a well-founded second opinion.

We are proud to now also offer our services specifically adapted to the needs of international investors.

Prof. Dr. Klaus Wellershoff

Prof. Dr. Klaus W. Wellershoff, Chairman