Your own personal Wealth Office
With your personal Wealth Office, you establish a professional framework for managing all your assets – no matter which banks or asset managers you work with today or wish to work with in the future.
A Wealth Office handles all your financial matters from A to Z.
Your Gateway to Independent Wealth Management
Managing wealth can be complex – but it does not have to be. With the Wealth Office approach, you gain full control, transparency, and independence over your financial future. Led by Thomas Ulrich as an official Wealth Office Partner at ZWEI Wealth, we bring you a unique combination of expertise and access to a powerful network of banks and asset managers.
This new service empowers you to simplify your financial life, reduce costs, and focus on what truly matters: achieving your goals with confidence.
Your Wealth Office is designed to make professional wealth management simple, transparent, and completely independent. Here’s how we help you take control:
Plan.
We start by developing a clear financial plan that reflects your goals, your timeline, and your unique situation. This includes a detailed strategy for your assets and an understanding of your financial priorities.
Find.
Through our independent platform, we compare banks and asset managers objectively and run competitive tenders to identify the best solutions – without hidden agendas or conflicts of interest.
Control.
Once your Wealth Office is set up, we continuously monitor performance, costs, and risks. This ensures your strategy stays on track, adapts to changes, and remains fully aligned with your goals.
Plan.
The “Plan” advisory service from ZWEI WEALTH goes far beyond traditional risk profiles.
A specialised planning team develops a personalised wealth architecture through dedicated workshops: your investment goals are defined, a financial plan is created, and a catalogue of values along with clear responsibilities is established.
Detailed portfolio specifications and investment strategies result in a personalised investment policy. Using a goal-based allocation model, all requirements for banks and asset managers are coordinated transparently and independently.
Find.
With the “Find” advisory service, ZWEI WEALTH identifies the best offers from over 400 banks and asset managers – completely independently.
First, your requirements are captured in a detailed catalogue. Then, your Wealth Office Partner organises a tender process via the ZWEI platform.
The incoming proposals are analysed, and the top providers are invited to a “Pitch contest”.
Once you’ve made your decision, ZWEI WEALTH handles the negotiations and conducts a final review of the selected solution.
Control.
With the “Control” advisory service from ZWEI WEALTH, you maintain control over your wealth management – independently and transparently.
An expert team regularly analyzes the results and costs of your bank or asset manager.
Based on a unique benchmarking system, the results are summarized and supplemented with recommendations for action.
An annual comprehensive report and detailed cost control are provided. Your personal Wealth Officer discusses the findings with you and actively supports you in implementing necessary measures.
With this structured approach, you gain the peace of mind that your finances are professionally managed, cost-efficient, and always in your best interest.
Wealth Office Transparency Portal
ZWEI Wealth Transparency Portal – your gateway to unbiased insights, cost comparisons, and objective ratings of banks and asset managers.