Founded in 2007, SwissWealth Management Ltd. (SWM) is an asset management company operating in the field of private and collective asset management, based in Lugano. SWM has a staff with many years’ experience in the Wealth & Asset Management sector, both nationally and internationally.
SWM is holder of the CISA Federal authorization (Fund Manager) and is therefore part of approximately 170 asset management companies of collective investment schemes subject to the Law on Collective Investment Schemes in Switzerland. Being subject to CISA, SWM has the ability to operate as a fund manager and distributor of investment funds registered for distribution by FINMA and adheres as an active member of the Swiss Association of Asset Managers (SAAM).
Experience, along with familiarity in the industry and excellent infrastructure, provide a strong platform on which our wealth management activities are based.