Leading Swiss wealth office platform
Zwei Wealth was founded in 2014 by Prof. Dr. Klaus Wellershoff and Patrick Müller as a Swiss advisory firm for wealth management. With its open platform, Zwei Wealth offers its clients suitable wealth management solutions from over 500 affiliated banks, asset and wealth managers. In recent years, Zwei Wealth has thus become a leading wealth office platform for private clients and institutional clients such as foundations and family offices. With a wealth office, clients are immediately in a stronger position when dealing with their bank or asset manager as transparency and competition are created. The success of the Zwei Wealth office model can be quantified, as the value added for our clients has surpassed CHF 250 million in the last 10 years. The acquisition by Swiss Life in 2025 enables Zwei Wealth to invest in our technological platform, develop new markets and drive client acquisition.
