Shareholders Advisors and Corporate Finance

It’s not just about the destination, but the entire journey. We are by your side. Our clients are typically prominent entrepreneurs, family-owned businesses, private and public corporations seeking an independent approach to implementing their strategic plans. Our Corporate Finance and Merchant Banking concept considers corporate finance advice on mergers, acquisitions, disposals, restructurings, and capital raising […]

Investment Hub and Real Estate Investments

Great things in business are never done by one person. They’re done by a team of people. Steve Jobs The SWIX Investment Hub wishes to create an environment where customers will have the opportunity to present their business ideas and to evaluate those proposals. In partnership with our clients, we strive to create an active […]

Family Office Services

Investments are important. So is your time. So is family time. Entrepreneurial and banking families have relied on family office services long before this became a distinct sector. The origins trace back to the Renaissance. This historical precedent is why we firmly believe that an increasing number of wealthy families now need coordination and a […]

Private Markets and Strategic Alternatives Advisory

Private markets represent a significant share of global investment opportunities, with 85–90% of companies privately held. Portfolios that include private markets and alternative investments can enhance returns while reducing overall risk. At SWIX, we offer clients thoughtful access to these opportunities through our in-house expertise and a network of top-tier third-party managers. Whether directly or […]

Supervisory Mandate and Consolidate Reporting

The only thing that’s changed is everything. Independent. Exclusive. Discrete. Global. To make informed decisions, families need a clear and consolidated view of their wealth — across banks, custodians, and asset classes. Our supervisory mandates provide exactly that: independent, human oversight to ensure your assets are managed in your best interest. We oversee custodian activity, […]

Discretionary Portfolio Management Mandate

We don’t just take on mandates. We take on responsibility. Our main objective is long-term wealth preservation, while continuing to exploit investment opportunities. Entrust us with the day-to-day management of your assets, so you can focus on what truly matters. We base our work on a deep understanding of your needs, objectives, return expectations, and […]

Investment Advisory Mandate

Every client’s story is different. Each one is unique. Our role as advisors consists of accompanying our clients throughout the lifecycle of the investment process, while giving them the flexibility to define their level of involvement. We believe customized advice and services should be delivered by tenured professionals who are personally familiar with client’s needs […]