ZWEI Wealth Experts Italia SIM S.p.A. is the Italian branch of the Swiss-based ZWEI Wealth, a leading independent wealth management platform. Established in Switzerland in 2014, the company's mission is to bring transparency and objectivity to wealth management by operating as an "open architecture" platform. Instead of managing assets directly, ZWEI helps clients define their investment strategy, select the most suitable asset managers through a rigorous and data-driven process, negotiate fees, and provide ongoing monitoring of performance and risk. Their model aims to eliminate conflicts of interest and align their success with that of their clients.

Founded in

Italy