Clients can use the ZWEI Wealth Office platform to evaluate top offers from banks and asset managers through tenders. After a record year in 2023, search queries remain well above the long-term average. Increasingly, clients are actively seeking new banks and wealth managers.
The chart shows how search queries have changed in the first half of 2024 compared to the previous year. Demand for investment portfolios with a higher proportion of equities has increased significantly, while bond portfolios, which were in high demand last year, have fallen out of favour. Changes in thematic portfolios are smaller, but it is noticeable that interest in 'private market' and 'crypto' themes has somewhat increased.
The changes in the thematic portfolios are smaller. The themes 'Private market' and 'Crypto' were able to increase slightly in comparison.
