At SWIX, we provide families, entrepreneurs, and investors with comprehensive support that goes far beyond traditional wealth management. Our investment services range from advisory mandates, where clients remain closely involved, to discretionary mandates, where we take on full responsibility for day-to-day portfolio management. Through supervisory mandates and consolidated reporting, we offer independent oversight, ensuring clarity across banks, custodians, and asset classes, while also opening access to private markets and alternative investments.
Our family office offering simplifies the complexity of wealth by coordinating legal, tax, fiduciary, and banking relationships. We manage administration, planning, reporting, and secure document storage, while also preparing the next generation to take on responsibility. We help families align their wealth with their values through philanthropy and sustainable investing.
Through the SWIX Investment Hub, we connect clients with business ideas, cross-investment opportunities, and exclusive real estate projects, often acting not just as advisors but as co-investors. We also support entrepreneurs, family-owned businesses, and corporations with independent shareholder advisory and corporate finance services, guiding them through mergers, acquisitions, capital raising, and governance.