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UBS has slightly decreased its share price while securing a significant three-year credit facility with Cion. In a recent BX Morning Call, Cyrill Moser, Head of Provider Management at ZWEI Wealth, discussed the importance of transparency in wealth management, outlining a three-step model: individualized planning, optimal asset manager selection, and asset monitoring through a digital platform. The conversation also touched on ZWEI Wealth's independence following its acquisition by Swiss Life and its future growth strategies.
UBS has finalized a significant three-year credit facility with Cion, amidst a turbulent financial landscape emphasizing the need for transparency. Cyrill Moser, a member of ZWEI Wealth's Executive Board, discussed the firm's approach to asset management, which focuses on individualized planning, optimal asset manager selection, and digital asset monitoring. The conversation also touched on ZWEI Wealth's independence following its acquisition by Swiss Life and its future growth strategies.
UBS has finalized a three-year credit facility with Cion worth $125 million. In a recent BX Morning Call, Cyrill Moser, Head of Provider Management at ZWEI Wealth, discussed the importance of transparency in wealth management, outlining a three-step model: individualized planning, optimal asset manager selection, and asset monitoring via a digital platform. Moser also addressed ZWEI Wealth's independence following its acquisition by Swiss Life and shared insights on the company's growth strategies.
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.
Cyrill Moser
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UBS and ZWEI Wealth discuss transparency and future in asset management
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