Collective for Zwei Wealth: Maximum Transparency

Zwei Wealth holds strong cards: acting as a bridge between affluent Swiss clients and service providers, banks, and asset managers, they enable clients to invest their money intelligently. A small revolution in an otherwise opaque market. Now, the focus is on making this exciting offering known, and for that, Zwei Wealth relies on Collective’s expertise.

“We operate and think like a startup: lean, bold, disruptive. Collective quickly understood our brand, grasped our goals, and presented cost-effective solutions that convinced us,” says Nadeschda Hoidn, responsible for marketing and communications at Zwei Wealth.

“With smaller brands, it’s all about generating leads quickly, measurably, and cost-effectively through smart marketing,” explains Lars Kienle from Collective. “Additionally, we aim to position ourselves in unconventional ways, showing people that wealth management in 2023 means maximum transparency and intelligent solutions for every need.”

“In an opaque market where every provider first thinks about themselves and sells expensive in-house products, Zwei Wealth stands out refreshingly. As independent advisors, they genuinely put the client first. We hold ourselves to the same standard: transparent, human, and to the point. Zwei Wealth and Collective share a lot in common. We’re excited to support this exciting player!” adds Joël Wyss from Collective.