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About the Company
ZWEI Wealth
ZWEI Wealth offers a comprehensive and client-centric approach to wealth management through its innovative Wealth Office platform. This platform is designed to create a meaningful framework for managing your wealth, regardless of the banks or asset managers you work with. The My ZWEI system ensures all aspects of your wealth are managed meticulously, from year-round asset care by a personal advisor to developing and maintaining investment regulations, finding optimal banking solutions, and controlling investment outcomes.
At ZWEI Wealth, the wealth management process is divided into three key areas: plan, find, and control. This structured approach ensures that your investment strategy aligns with your life goals, identifies the best financial solutions and managers, and consistently monitors your assets to achieve your financial objectives. The platform also provides individualized reporting, private investment committee management, and negotiation of preferential terms with banks and asset managers.
Services:
Comprehensive wealth management
Personal advisor support
Investment planning and strategy development
Bank and asset manager selection
Asset monitoring and reporting
Private investment committee management
Negotiation of preferential financial terms
Industries Served:
Private Wealth Management
Investment Advisory
Financial Planning
Core Values:
Transparency
Client-Centric Approach
Strategic Planning
Continuous Monitoring
Tailored Solutions
Get in touch
ZWEI Wealth Experts AG
We appreciate your interest and invite you to connect with them. If you have questions, feedback, or are interested in exploring business possibilities, don't hesitate to get in touch.
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