Real-time, forward-looking insight for smarter decisions by fund buyers and sellers.
Fundpath is expanding into Switzerland and is a critical data and business intelligence service built to drive smarter connectivity between fund buyers and fund sellers.
Switzerland is the Next Market
Validated market demand
Expansion into Switzerland is driven by strong demand from both existing and prospective Fundpath clients, alongside a clearly validated market need that reflects the same buyer–seller information disconnect observed in other established fund distribution markets.
A highly relevant fund distribution ecosystem
Switzerland represents a significant and highly relevant fund distribution market, making it a natural next step as Fundpath extends its buyer–seller connectivity into additional international markets.
Built on a proven model
The expansion builds on Fundpath’s proven model, adapted to the nuances of the Swiss market while maintaining the core principles that have already demonstrated success.
The Fundpath Solution
Fundpath connects fund buyers and fund sellers with the right product, at the right time. It transforms fund distribution from a process of educated guesswork into one of precision engagement.
Whole-of-Market Visibility
Access the most accurate dataset in the industry, covering wealth management firms across the Switzerland. Reach key decision-makers, including gatekeepers, investment committees, and fund selectors. Proprietary taxonomy enabling deep insights into firm governance, investment propositions (in-house vs. outsourced), and fund approval processes.
Real-Time Fund Buyer Intent
Live fund searches and requests for information sourced directly from fund buyers. Identify exactly what a wealth manager is actively researching right now. Tailor outreach to fulfill a specific, current investment requirement. Reduce wasted effort by knowing which topics a buyer specifically does not want to discuss.
Proprietary Forward-Looking Data
While traditional data is retrospective, Fundpath provides insights into where demand is moving. See how firms intend to shift allocations across asset classes over the next 12 months. Grow AuM by identifying firms with upcoming mandates. Defend AuM by spotting early signs of potential redemptions or strategy shifts before they happen.
What our wealth and asset managers say
Designed for the Swiss market
Fundpath’s expansion into Switzerland is underpinned by dedicated, Swiss-specific market research and localisation, supported by a local presence and in-market expertise.
The same rigorous data collection and validation processes already established are applied to ensure consistency, accuracy, and reliability. This is complemented by continuous updates that reflect changes in market structure, ensuring the intelligence remains current and relevant over time.
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We will only contact you with relevant updates relating to Fundpath’s Swiss market expansion
