FINMA Regulated · CISA Licensed Fund Manager · SAM Member
Trusted Wealth Management,
Rooted in Ticino
Independent asset management with a conservative philosophy and over 35 years of group heritage in Lugano. UCITS funds, structured products and tailored portfolios for private and institutional clients.
CHF0.0bn+
Group Assets Under Management and Trust Services
0+
Years of Heritage in Ticino
0+
Professionals
ABOUT SWM
Built on Trust Since 1990
Founded in 2007 and headquartered in Paradiso, Lugano, SWM SwissWealth Management SA is an independent asset management company specialising in individual and collective investment management.
SWM is part of the Managing Growth Group, established in 1990 by experienced financial professionals — representing over 35 years of continuous service to clients in Ticino. The group provides integrated Trust, Accounting, Tax and Asset Management services, supported by longstanding relationships with trusted custodian and banking partners.
SWM holds the CISA Federal authorisation as Fund Manager and is part of a select group of approximately 170 licensed collective investment scheme managers in Switzerland.
Since 1990
35+ years of heritage in Ticino
FINMA Regulated
CISA Licensed Fund Manager
CHF 1.3bn+
Group Assets Under Management and Trust Services
30+ Professionals
National & international experience
COLLECTIVE INVESTMENT SOLUTIONS
A Complete Range for Every Risk Profile
From conservative bonds to thematic equity — our UCITS funds and structured products serve as building blocks for diversified portfolios.
UCITS · Conservative
Erasmus Bond Fund
High-quality government & corporate bonds, majority Investment Grade. Capital preservation focus with regular, stable yields.
LU0379561045 (Class C)
UCITS · Balanced
Darwin Selection Euro
Balanced fund combining proprietary fundamental equity and credit analysis. Targets undervalued companies on the equity side, with derivatives strategies to enhance income and short to medium-term government and corporate bonds.
LU0417110276 (Class A)
UCITS · Global Equity
Explorer Equity
Systematic global equity strategy with broad exposure to the world's largest companies, enhanced by a discretionary overlay. Bond allocation and equity futures provide defensive positioning during downturns.
LU0451080401 (Class A)
Data as of 31.03.2026. Past performance is not indicative of future results.
Erasmus Bond Fund
5-Star Morningstar Rating
Category: EAA Fund EUR Diversified Bond
Explorer Equity
I 300 Migliori Fondi 2026
CFS Rating ★★★★★ — Best 300 Balanced Global Equity EUR Hedged
Morningstar Rating™ for CB-Accent Lux Erasmus Bond C (LU0379561045), Category: EAA Fund EUR Diversified Bond, as of 28.02.2026. © Morningstar, Inc. All rights reserved. CFS Rating as of 31.12.2025. Awards and ratings are not indicative of future performance.
AMC · Thematic Equity
Digital Tech Leaders
Based on proprietary methodology, the strategy selects the 35 largest digital technology leaders by market cap. Market-cap weighted, quarterly rebalanced. Issued by Vontobel.
CH1408234115
AMC · Conservative Multi-Asset
Alpha Strategy
Actively managed multi-asset strategy with a core allocation to corporate and subordinated bonds, complemented by selective equity positions. Focus on yield generation with capital preservation.
CH1169664161
BESPOKE · CLIENT-DRIVEN
Tailored Certificates & Structured Products
We design bespoke structured products and certificates to meet specific client objectives — whether for yield enhancement, capital protection, or thematic exposure. Each solution is individually structured in partnership with leading Swiss issuers.
Data as of 15.04.2026. Past performance is not indicative of future results.
DISCRETIONARY MANAGEMENT
Discretionary Portfolio Management
Four investment profiles — Adagio, Andante, Sinfonia, Vivace — each calibrated to a different risk appetite and time horizon. Each profile is built on our proprietary research and consists of a cost-efficient mix of direct bond investments, ETFs, and our own UCITS funds, actively managed by our team. Your relationship manager will recommend the profile best suited to your objectives.
GET IN TOUCH
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For general enquiries, contact us at:
SWM SwissWealth Management SA
Via G. Guisan 8A
6900 Paradiso, Switzerland