Investment and Trading

Investment Management Services

Helping you achieve your wealth ambitions

Whether you are looking to grow your capital, generate an income, preserve your wealth, or safeguard your assets, our specialists work alongside you to ensure your interests lie at the core of our investment philosophy. We take the time to fully understand your goals and risk tolerance to ensure our investment approach leads you to a bespoke, transparent, and rewarding investment portfolio that responds to your distinct requirements.

With a specialist team who has deep knowledge of investments, economic and market cycles, we craft a tailored investment offering, that covers different asset classes – equities, fixed income, multi-asset, and the more complex alternative investments and liquidity asset classes.

Swan Wealth has a robust, global investment platform providing access to all ranges of Exchange Traded Funds (Low-cost, Smart-Beta, Active, Specialised), originating from major providers such as iShares, Vanguard, State Street Global Advisors' SPDR, Deutsche Bank AWM X-trackers, Invesco PowerShares, Internationally renowned fund providers such as BlackRock, JP Morgan, Goldman Sachs, AXA, Threadneedle, and Janus are also used. We also provide access to international corporate and sovereign bonds rated by Moody’s and Standard & Poor’s.

Our experts continuously monitor each portfolio to provide successful outcomes for clients. We provide monthly reports and organise regular meetings with investors to analyse the results of their portfolios and redefine strategies to help them benefit from the momentum of evolving markets.

How we can help you

  • Discretionary portfolio management
  • Asset allocation
  • A robust, global, and extensive investment platform
  • Risk management
  • Sustainable investment
  • Bespoke solutions