ZWEI Wealth Experts, founded in 2014, operates as Switzerland's leading independent ecosystem for wealth management. The company does not manage assets directly but acts as an impartial advisor and "architect" for its clients, who are primarily high-net-worth individuals, families, and foundations. Their business model is based on providing transparent, fee-based consulting to help clients define their investment strategy, and then using a proprietary platform to tender the mandate to a curated network of over 400 vetted banks and asset managers, ensuring clients receive the best possible service and performance. The Ticino branch specifically serves the Italian-speaking region of Switzerland and international clients.

Founded in

Switzerland