Our services – tailored to your needs
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.
You decide how we can be of service
We differentiate our services between ad hoc and ongoing consulting. The following examples show you just some of our services.
Ad hoc consulting
Perhaps you just need the expertise of our ZWEI Wealth Experts for a specific task, like reviewing an underperforming portfolio or discussing a delicate topic with your solution provider.
Have a ZWEI Wealth Expert address a specific topic or handle a specific task on a one-time basis. Our mandate ends automatically with completion of the service or task.
Some examples of our ad hoc services:
- Development of a personalized investment strategy and implementation within your current bank set-up
- Systematic check of your portfolios with respect to risk, performance and cost matters
- Selection of the optimal banks and asset managers for your requests
- Assessment of a product or service proposal by your bank
- Accompanying you to a review meeting with your bank
Ongoing consulting
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
Some examples of our ongoing services:
- Developing a tailor-made investment strategy including a comprehensive needs analysis
- Getting quotes from various banks and asset managers
- Implementation of selected solutions with providers
- Providing regular portfolio updates and strategy recommendations based on independent research
- Ongoing supervision of bank fees, costs and mail correspondence
- Accompanying you to review meetings with your bank or asset manager
Approach ZWEI Wealth Experts
- Step 1 'Optimised set-up': The foundation of a successful wealth management solution should be as individual and free of conflicts of interests as possible.
- Step 2 'Effective implementation': It is ensured that the chosen investment concepts are being optimally implemented with banks and asset managers.
- Step 3 'Efficient monitoring': It is important to monitor the implementation adequately and keep a close look at the strategic influential factors.
Types of contract
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.