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Zwei Wealth, a Zurich-based financial boutique, has experienced a remarkable 90% increase in search volumes for its services, totaling 787 million francs since the start of 2023. The firm has submitted over 5,247 proposals, with a notable rise in equity mandates by 45%, while demand for fixed-income mandates has declined. Strong interest has been reported from pension funds, family offices, and foundations, with high-net-worth private clients contributing 435 million francs in search volume.
Zwei Wealth, a Zurich-based financial boutique, has reported a 90% increase in demand for its services, with search volumes reaching 787 million Swiss francs and over 5,247 tenders submitted since the start of 2023. While fixed-income mandates declined, equity mandates surged by 45%, with balanced risk profiles making up 53% of the tender volume. The firm noted strong interest from pension funds, family offices, and foundations, highlighting a significant shift in the wealth management landscape.
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