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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichZwei Wealth Experts AG
Zwei Wealth Experts AG Logo
Verified· 4 sources

Zwei Wealth Experts AG

Summary

About the company

The core activity of ZWEI Wealth is independent wealth management and consulting for private individuals and institutions. The company offers a platform where clients can consolidate and analyze their assets in order to make targeted decisions. ZWEI Wealth works with a network of banks and asset managers to offer clients the best solution. The services include, among others, wealth planning, selection of banks and managers, control of results and administration of assets.

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Products & services

Industry:External Asset Management
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Wealth Office
Wealth Office for planning, selecting and ongoing control of wealth management; central point of contact for wealth matters, transparent overview, reporting and monitoring.
Wealth Planning
Wealth planning with a personal investment strategy, advice and structuring of wealth matters as the basis for the next steps in implementation.
Selection of banks and wealth managers
Selection of suitable banks and wealth managers as well as arranging solutions and preferred terms in the interest of clients.
Ongoing monitoring and control
Ongoing monitoring of banks, wealth managers and results; regular reporting, cost and performance tracking, and transparent disclosure.
Online portal for transparency and oversight
Digital portal providing an overview of assets, costs and income, with 24/7 access to transparency and control.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 12 reviews across all connected sources

Sources
GGoogle4.912
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

July 1, 2026Media
Mehr Rendite durch Kontrolle: Wie ein Prüfbericht helfen kann
nzz.ch
February 12, 2025Media
Asset Management: A Groundbreaking Shift in Switzerland
finews.com

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Location

Genferstrasse 35
8002 Zurich
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-237.951.362
Founded
2014 · 12 years
Last commercial register change
May 12, 2025
Employees
51 to 100

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