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Zwei Wealth Experts AG

Asset Management / Wealth Management · Zürich, Zurich

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Zwei Wealth Experts AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich (UID CHE-237.951.362).

Legal nameZwei Wealth Experts AG
AddressGenferstrasse 35, Zürich
UID / VATCHE-237.951.362
Legal form · StatusAG · Active

Board members & signatories

  • Roman Stein — Präsident des Verwaltungsrates
  • Dr. Rolf Aeberli — Mitglied des Verwaltungsrates
  • Klaus Wellershoff — Mitglied des Verwaltungsrates

Registered purpose

Die Gesellschaft bezweckt die Erbringung von Beratungsdienstleistungen in finanzwirtschaftlichen Fragen. Die Gesellschaft kann Zweigniederlassungen und Tochtergesellschaften im In- und Ausland sowie Beteiligungen an anderen Unternehmen im In- und Ausland erwerben, verwalten und veräussern. Sie kann ferner Grundstücke im In- und Ausland belasten, erwerben, belehnen, veräussern und verwalten sowie s…

🔒 Website🔒 Employees🔒 Revenue estimate

Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026

What Zwei Wealth Experts does

OFFERING

Zwei Wealth Experts AG provides wealth management services through its Wealth Office, which includes planning personal investment strategies, identifying suitable banks and asset managers, and ongoing monitoring of these services. The company emphasizes transparency in service offerings and costs, aiming to improve client outcomes in wealth management.

🔒 END MARKETS

🔒 OPERATING MODEL

🔒 OWNERSHIP & STRUCTURE

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