Journey
We are SWIX, an independent multi-family office operating internationally since 2014. Our approach is holistic and centered around you, both as an individual and as a family, taking into account every aspect of your life. We believe in Human Wealth Management, because our approach considers the individual, not only the amount of assets entrusted to us. With a focus on private investors, multi-generational family entrepreneurs, next generation, institutions and foundations, we seek to be your trusted partner in all wealth related aspects and beyond. The financial services industry is facing challenges and major transformation. We are solid enough, resilient, and reliable. We are committed to ethical principles that put client interests first, focused on long lasting client relationships beyond generations.
USD in assets under management and advisement (AuM/A)
Professionals in CH and UK, creating dynamic partnerships through a lean and focused team structure
Committed to private markets strategies
Custodian banks worldwide, ensuring ideal partnerships for our clients
Offering
At SWIX, we blend independence, expertise, and global reach — delivering tailored wealth solutions with transparency, long-term vision, and unwavering dedication to our clients’ interests.
people
Our diverse team combines deep expertise, curiosity, and collaboration to deliver exceptional outcomes and sustainable value — giving clients the full strength of SWIX.
Culture
Our culture is built on responsibility, transparency, and alignment of interests — fostering trust, long-term partnerships, and a spirit of innovation that challenges conventional standards.
Logo
Our logo, set in Helvetica Capital, reflects our Swiss heritage, global mindset, and commitment to precision, reliability, and timeless design — values we bring to every client relationship.
Challenge us
Have a challenge, idea, or opportunity? We’re ready to listen, think with you, and turn it into action. We work with a limited number of clients where alignment, discretion and long-term perspective are essential.