ZWEI Wealth Experts counsels and supports you in all matters regarding your wealth. You define the scope of our services as well as the topics, tasks and time-frames at your discretion. Our services are tailored to your needs and developed to put you in control of your wealth.
We differentiate our services between ad hoc and ongoing consulting. The following examples show you just some of our services.
Perhaps you would like to have us by your side permanently and let us systematically monitor the set-up of your wealth throughout the year.
Our ZWEI Wealth Experts will assist you in all wealth matters on a permanent basis, thus ensuring the ideal execution of your investment strategy at all times
The first yearly subscription in Private Banking (CHF 400.00 excl. VAT).
One off and topic-related mandate. You define task and extent. Fee depends on effort necessary to complete mandate.
Permanent support and supervision of wealth related issues; incl. securing that investment strategy is ideally implemented. Yearly fee depends on extent of services.