Wealth Office Transparency Portal
Transparency pays off!
Over 70% of asset management services deliver unsatisfactory results and come at too high a cost. A ZWEI Wealth Office gives you full transparency on services, offerings, and fees — and that makes a real difference!
How good are the returns on your asset management?
What rating does your bank/asset manager have?
What are the fair costs for your asset management?
What does your wealth planning look like?
Transparency Where It Matters Most
The financial industry is often marked by a lack of clarity. Hidden fees, unclear performance reporting, and provider-driven recommendations can make it difficult for clients to assess whether their wealth is truly well-managed.
The ZWEI Wealth Transparency Portal addresses this problem directly — by offering a free, independent, and data-driven tool that brings full visibility into the world of private wealth management.
With insights into more than 400 banks and asset managers, the portal allows you to evaluate the quality of your current setup, understand how it compares to market alternatives, and make informed decisions based on facts — not assumptions.
Every provider listed is assessed using ZWEI’s structured methodology, which considers actual net performance, total cost transparency, and the suitability of the proposed solution. If you're unsure whether a change would be worth it, the portal gives you access to anonymised offer requests — so you can receive real, comparable proposals without any obligation.
In a market where more than 70% of solutions underperform or are overpriced, transparency is no longer a luxury — it’s a necessity.
&
One partner. Two key areas of life.
With Ulrich Educational Consulting and ZWEI Wealth, we now offer a seamless experience that combines educational consulting and independent wealth management.