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ZWEI Wealth

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My added value for you: a) One contact person for all your banking relationships, b) our platform: transparent and simple like an app, c) systematic financial decisions

Good things happen when people can invest freely according to their life plans and values. Opportunities open up and become reality. But for this to happen, investors must be able to freely compare and choose between all offers and providers. That is what I am committed to.

As a former portfolio manager and research analyst as well as a TV expert, I have gained valuable experience in the selection and management of investments at various banks and financial institutions. Now I have changed sides and can provide you with competent advice on topics relating to your finances and assets. As a wealth officer at ZWEI Wealth, I am officially certified and committed to the ZWEI Wealth Office Code.

Now you may be asking yourself: ZWEI Wealth!? Never heard of it!

In 2014, two guys (Prof. Dr. Klaus Wellershoff and Patrick Müller) had a good idea and wanted to revolutionize the financial industry with it.

The story sounds simple:
You have assets, your asset manager manages them for you.

But how do you find the right offer? ZWEI Wealth offers you a marketplace.

There are over 400 banks and asset managers here. They apply for your portfolio. ZWEI supports you in finding out which offer is the right one for you and your goals. And optimizes it continuously.

And so we developed the Wealth Office together. Our motto: We ensure more transparency and competition in asset investments. And we advise you comprehensively on questions relating to your assets.

Are you interested in finding out more? I look forward to hearing from you!

Qualifications

Relevant Diplomas

  • TestedEidg. dipl. Finanzanalytiker und Vermögensverwalter, 2017

  • TestedCertified ESG-Analyst (EFFAS), 2021

  • TestedCertified Crypto Finance Expert (CCFE), 2022

Language(s) in counseling

  • Deutsch

  • Französisch

  • Italienisch

  • Englisch

Topics:

Invest money

Second opinion

Financial Planning

Invest vested benefits funds

Second opinion on retirement plan

Financial independence

Assess the overall financial situation

Pillar 3a

Receive a pension or capital

Pension fund buy-in, is it worthwhile?

Buy a home

Homeownership in retirement age

Budget plan after retirement

Create a budget plan

Real estate as a pension

Optimize tax burden after retirement

Pension situation

Early retirement, is it possible?

Real estate as an investment object

Advance directive and living will

Affordability as a widow

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