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Bank Vontobel & Schwyzer Kantonalbank as Preferred Custodian Bank Partners

Zwei Wealth’s Wealth Office platform enables clients to freely combine asset managers and build their own personalised Wealth Office. A range of custodian solutions are available and can be selected according to clients’ preferences. We explain why a bundled and integrated custodian solution is the way forward.

Cyrill Moser
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Two Vetted and Preferred Partners

Our two preferred custodian banks— Schwyzer Kantonalbank (SZKB) and Bank Vontobel —work with Zwei Wealth under a fully integrated model and offer numerous benefits for clients and Wealth Office partners.

After thorough evaluation, we consider both Bank Vontobel and SZKB to be top service providers offering the best overall package for our clients at attractive terms. Our very close working relationships with both banks also enable a regular exchange of ideas to ensure the best possible banking experience for our clients in the future.

With SZKB, we have a bank backed by a cantonal government guarantee, with many years of experience serving Zwei Wealth and maintaining high quality standards. Bank Vontobel additionally offers a strong presence in all language regions, extensive cross-border expertise for clients domiciled abroad, and access to modern technological solutions in the areas of onboarding and client management.

Benefits for Clients and Wealth Office Partners

  1. In a world full of data and increasing risks from «fake news», the quality and reliability of client reporting are of the utmost importance. The integrated solution with SZKB and Bank Vontobel enables a secure and consistent flow of data through a highly regulated entity, rather than having to rely on the varying reporting and performance standards of individual asset managers.

  2. Our clients benefit from an attractivepricing agreement that leads to greater cost transparency, ensuring there are no surprises when reviewing costs at the end of the year.

  3. We have access to a dedicated Zwei Wealth Service Desk at both partners, which enables fast onboarding and prompt responses to all inquiries.

  4. Client documentation is also optimally supported by materials available at all times on the Zwei Wealth platform.

  5. In the caseof Bank Vontobel, clients also benefit from new features such as digital onboarding, which, for example, enables client identification without the need for a physical presence.

We are convinced that the future of wealth management lies in fully integrated models and recommend switching to bundled services whenever possible. Several wealth managers are already integrated with one or both of our preferred custodian banks.

Please ask your Wealth Office partner about the options available for your portfolio.

Do you know the total costs of your wealth management?

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