Being in control of your wealth is a necessity to protect it. Our ZWEI Wealth Experts not only help you be in control and make well-founded decisions, they also support you in finding the most suitable bank and asset manager, and in establishing and maintaining a rewarding and well-performing relationship.
These key principles form the foundation of the ZWEI Wealth Experts advisory approach:
The ZWEI Wealth Experts identify and prepare the relevant information and communicate it transparently and comprehensibly to clients, enabling them to form a well-reflected decision. One of our most important principles is to ensure clients are comfortable with all their decisions.
We never assign our clients to pre-defined risk and investment categories. We always draft a tailor-made investment strategy for each of our clients. If our clients fully grasp the strategy, this is the best proof that we have truly understood their needs.
Our ZWEI Wealth Experts do not have any preferred providers. Therefore, clients do not need to change banks or advisors if not expressly requested or absolutely warranted.
Our ZWEI Wealth Experts do not engage in asset management, nor do they instruct execution on behalf of the client. This key principle allows us to avoid conflicts of interest and to offer our clients independent consulting.
It goes without saying that ZWEI Wealth Experts do not accept any sort of rebate or retrocession from banks and asset managers. We always inform our clients transparently about all costs generated by ZWEI Wealth Experts.