Control.
Control the results and costs of your bank and asset manager with independent benchmarks.
Compare the performance of your assets
What rating does your bank/wealth manager have?
Compare the costs of your portfolio
Transparency across all fees
It is difficult to keep track of the many fees (custody account, transaction, administration and product costs). The cost comparison next door allows you to categorize them and shows you the potential for improvement. Select the portfolio size and currency. As a result, you will receive the standard annual total costs (median) as a percentage of the assets. The optimized costs (costs with Zwei Wealth) and the savings potential over 20 years are also listed. We would be happy to support you in optimizing the costs of your asset management.
Costs to be considered:
- Custody account costs
- Transaction costs
- Administration costs
- Product costs
- Advisory costs
- Other costs