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Zwei Wealth, a dynamic wealth management advisor based in Zurich, known for its rapid growth, is now making its proprietary fintech platform accessible to third-party providers. The firm has teamed up with VPZ Vermögens Planungs Zentrum, a company specializing in wealth, pension, and tax planning with five locations in Zurich Airport, Rapperswil, St. Gallen, Horn, and Zug.
As per the announcement made by the wealth advisor co-founded by former UBS Chief Economist Klaus Wellershoff, VPZ will be using Zwei Wealth’s Wealth-Office platform for its own clients. This partnership expands Zwei Wealth’s business clientele.
CEO Patrick Müller has announced that the B2B business with third-party companies will be intensified in the regions of Switzerland and abroad. In total, four new cooperation partners will join Zwei Wealth in January.
The collaboration is expected to enable VPZ to find the most suitable banks or wealth managers for wealthy private clients, foundations, and companies via the partner platform, and to monitor these mandates subsequently.