ZWEI Wealth
Isabelle G. Bannwart currently serves as a Partner at ZWEI Wealth Experts AG since March 2018, where expertise is applied in coordinating wealth matters, developing wealth planning, and ensuring optimal banking and management solutions for clients. Previous experiences include a professional time-out focused on personal development, and serving as Assistant to the CEO at IT Consulting Braunwalder & Co., contributing to the start-up's growth by streamlining administrative and HR processes. Isabelle's extensive background at UBS involved roles in event marketing, business management for Eastern European markets, and financial planning for foundations and trusts. Educational qualifications include a CAS in Asset Valuation and Portfolio Management from FHNW, a Scrum Master certification, and a Dipl. Chief Digital Officer NDS HF in Digital Management, among other credentials in business and administration.
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ZWEI Wealth
The ZWEI Wealth Office is the new wealth management. Wealth management is among the least transparent industries. ZWEI Wealth makes it possible for the first time to significantly increase the transparency of services, offers and costs for investors and creates an environment in which investors have more information at their disposal than banks and asset managers. By doing so, ZWEI Wealth has established itself as a partner and independent authority for investors, banks and wealth managers alike. Chairman of the Board: Prof. Dr. Klaus Wellershoff CEO: Patrick Müller Offices in Zurich, Geneva, Lugano, Milano, Tel Aviv