Your wealth.
Your own personal Wealth Office.
A professional and independent approach to managing your wealth in Switzerland. Through our cooperation with ZWEI Wealth, we connect individuals and families with personalised financial planning, independent provider selection and ongoing investment oversight.
What if your wealth management worked entirely around you?
Managing wealth becomes increasingly complex as your financial circumstances evolve. Multiple banking relationships, investment portfolios, property ownership and family responsibilities may all be part of the same financial picture.
Individual banks and asset managers typically focus on the assets within their own responsibility. Your personal Wealth Office provides an overarching perspective: a central point of coordination for your objectives, investments and financial service providers.
It helps you evaluate, coordinate and monitor your existing arrangements rather than requiring you to move all assets to a single bank.
More clarity. More independence. More control.
A personal Wealth Office connects individual financial decisions with a coordinated view of your overall wealth.
Advice centred on your interests
Receive an independent perspective on financial arrangements instead of relying exclusively on the recommendations of individual providers.
Understand your financial position
Gain a clearer view of portfolio performance, costs and risks across different investment and banking relationships.
Maintain oversight over time
Regular reviews help assess whether your investments and providers remain aligned with your goals.
Plan. Find. Control.
Three connected services form the foundation of your personal Wealth Office. Select a step to explore how the approach works.
A strategy built around your life.
Start with your financial circumstances, long-term objectives and priorities. Define a personalised framework that can guide subsequent investment decisions.
- Clarify your financial priorities and investment goals
- Review your existing assets and arrangements
- Develop a coherent wealth architecture
- Define an appropriate investment framework
Find the right financial partners.
Compare banks and asset managers against your own objectives, investment requirements and preferred service model.
- Define requirements for financial service providers
- Compare relevant banks and asset managers
- Evaluate proposals and fee structures
- Support selection and implementation
Independent oversight. Ongoing transparency.
Once your investments are in place, ongoing reviews help you assess performance, costs, risks and continued suitability.
- Compare performance against relevant benchmarks
- Analyse portfolio risks and total costs
- Review the quality of your financial providers
- Identify adjustments where appropriate
Select any step above to explore the approach. The three services can be combined within your personal Wealth Office.
Transparency begins with understanding.
How does your investment performance compare with relevant benchmarks? What are you paying for wealth management? ZWEI Wealth provides information and comparison tools to help you explore these questions.
See beyond your bank statement.
Explore independent financial information and comparisons through the ZWEI Wealth Insights platform.
- Performance benchmarking Put investment results into context.
- Provider comparisons Explore information about banks and asset managers.
- Cost transparency Understand fees and their potential effect on returns.
Your family.
Your future.
Your wealth.
Relocating to Switzerland, choosing a school, finding a home and organising long-term finances are often connected decisions.
Ulrich Educational Consulting supports families with their educational and relocation-related considerations. Through our cooperation with ZWEI Wealth, we can connect families with independent financial expertise for wealth planning and investment oversight.
Your wealth deserves
a clearer perspective.
Discover how a personal Wealth Office could bring greater structure, independence and transparency to your financial arrangements.
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