The business, founded in 2021, is part of an expanding fund information industry that has benefited from big advances in technology in recent decades.

Fundpath, a UK data and business intelligence firm launched five years ago, is expanding into the Swiss market, it announced this week. 

To lead the expansion, Fundpath has appointed James Weston as head of insight for Switzerland, based in Zurich.

The firm said its clients have indicated strong demand from their Swiss counterparts for access to its distribution solution, underlining the wide application potential of its data and technology in supporting fund distribution across multiple markets.

Fund selectors share business information, current investment interests, and future intentions on Fundpath’s platform. The company then delivers insight to its asset manager clients; this helps them to tailor their sales and marketing outreach more effectively and facilitates more relevant conversations. This value exchange streamlines the fund distribution process, saving time and money on both sides, Fundpath says.

A few weeks ago, this news service spoke to industry figures in Switzerland and the UK about the Berne Financial Services Agreement, a mutual recognition of a regulations pact between the two countries. Several bank and wealth management figures hope this will lead to more Swiss and UK firms expanding operations. The Berne pact took effect at the start of January.