Control.
How it works: Even after you’ve chosen the right asset manager, your Wealth Officer continuously monitors your portfolio’s returns, risks and costs, and alerts you if action is required. We call this «Control.».
Thanks to our collaboration with over 600 wealth management firms, we have access to a broad database, enabling us to compare your own adviser’s performance with that of all others at any time. Here you will find benchmarks to help you review the returns and costs of your potential investment portfolio.
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