Zwei Wealth, a financial boutique based in Zurich, has experienced a significant increase in demand for its services. The firm has seen a 90 percent rise in request-for-proposal (RfP) business since the beginning of 2023, amounting to 787 million Swiss francs, with over 5,247 submitted offers.

More than 500 providers were invited to present directly to clients. While demand for fixed-income mandates has decreased compared to the previous year, equity mandates have increased by 45 percent. Balanced risk profile mandates accounted for 53 percent of the tender volume, with equity profiles making up 36 percent.

The firm has also observed strong interest from pension funds, family offices, and foundations. Wealthy private clients generated a search volume of CHF 435 million, with an average RfP size of CHF 2 million. Cyrill Moser, Head of Provider Management at Zwei Wealth, emphasized that 2024 will be a crucial year for the platform, aiming to reshape the wealth management landscape. He highlighted that the RfP business is improving market efficiency and assisting private clients, pension funds, and family offices in selecting the most suitable asset managers.