Eight Advisory supported ZWEI Wealth on their acquisition by Swiss Life
Eight Advisory provided financial sell-side due diligence services and created a financial factbook for ZWEI Wealth.
ZWEI Wealth, founded in 2014 by Klaus Wellershoff and Patrick Müller, is an independent wealth management ecosystem headquartered in Zurich. The company specialises in offering transparent, client-centric advisory services that are independent of banks and asset managers.
Swiss Life, founded in 1857 as Schweizerische Rentenanstalt, is one of the oldest and most renowned financial institutions in Switzerland. With over 160 years of experience in insurance and asset management, Swiss Life has established a global presence and offers customised solutions that enable customers to lead a financially self-determined life.
The acquisition aims to enhance ZWEI Wealth’s technology platform and accelerate client acquisition, while maintaining the company’s independence under the Swiss Life umbrella. This partnership will allow both companies to expand their service offering, benefiting clients and partners alike. ZWEI Wealth will continue to operate as an independent entity with its existing management team to ensure continuity while utilising Swiss Life’s resources for growth.
Eight Advisory team members supporting this transaction:
- Financial vendor support: Patric Roth (Partner), Maximilian Schmoll (Manager), Leopold Gazic (Senior), Gezim Gurgurovci (Senior)
