Zwei Wealth, a financial boutique based in Zurich, has experienced a significant increase in demand for its services, particularly in the Request-for-Proposal (RFP) sector.

The firm has engaged over 500 providers for direct client pitches, indicating a strong interest in its offerings. While demand for fixed-income mandates has decreased compared to the previous year, equity mandates have seen a significant increase of 45 percent.

Proposals with a balanced risk profile accounted for 53 percent of the total volume, while those focused on equity made up 36 percent. The company has observed strong interest from pension funds, family offices, and foundations, with high-net-worth private clients generating a search volume of 435 million francs and an average RFP size of 2 million francs.

Cyrill Moser, Head of Provider Management, highlighted the importance of 2024 for the firm as it aims to reshape the wealth management landscape. Zwei Wealth's RFP business is positioned to improve market efficiency by helping private clients, pension funds, and family offices identify the most suitable asset managers.