SWIX Way
SWIX operates with the strength of a structured organization and the flexibility of a boutique. Our approach is independent, disciplined, and fully aligned with our clients’ long-term objectives, ensuring clarity, consistency, and informed decision-making.
- SWIX combines the broad capabilities of a large firm with the focused attention of a boutique. This gives us a powerful capacity for agility, responsiveness, and resourcefulness. Our decisions are guided by care and a keen risk awareness, always shaped by a holistic understanding of our clients’ individual needs and circumstances.
- We provide solutions, not products, scrutinizing each investment and working together across our global team to create the right strategy for each client.
- We are independent and not tied to in-house products, ensuring access to the best global managers through an open architecture selection.
- With our scale, we invest through the lowest fee share classes and negotiate better access terms, improving both access and reducing costs for our clients.
- We are free of sales objectives and focus solely on the client's best interests.
- We don’t sell performance, but we consistently generate it.
- We offer both individual advisory mandates and discretionary portfolio management, tailored to the level of control the investor wants over day-to-day decisions.
- We focus on all liquid and non-liquid asset classes, including alternative investments.
- Our investment management approach is endowment-style, building diversified portfolios aimed at driving higher returns and lowering risk in the long term.
- All portfolios are customized to meet each client’s needs, goals, desired return, impact, and risk tolerance, including comfort with complexity and illiquidity.