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SWM SwissWealth Management

SWM is an Asset management company operating in the field of collective and private asset management, on both a national and international level. Authorized pursuant to CISA (Collective Investment Schemes Act) as a fund manager, SWM is subject to FINMA (Swiss Financial Market Supervisory Authority) federal supervision and is an active member of the Swiss Association of Asset Managers (SAAM). Experience, combined with familiarity in the field and infrastructure excellence, offer a solid platform on which to base our wealth management business.

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Private clients

The customer and his requirements are placed as a hub for portfolio creation and management.
Security, efficiency and growth are the elements that distinguish the SWM portfolio.

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Authorized under the Collective Investment Schemes Act (CISA), SWM has the ability to operate as a fund manager and distributor of instruments authorized for placement.
To date SWM manages 7 UCITS IV investment funds of a Luxembourg SICAV.

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Institutional clients

SWM is active in providing services dedicated to UHNWI and wants to be an open wealth management platform, independent and adaptable to the needs and demands of institutional clients.