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A highly specialized and independent financial boutique.
The client chooses the Swiss bank that will serve as custodian, and we take care of managing his assets. The client is guaranteed a continuous and constant contact with his consultant and asset manager.
We offer clients comprehensive financial plans that consider their goals, risk tolerance and time horizons. Clients with particular investment needs have the possibility to highly customize their investment portfolio.
Swan uses only highly liquid financial instruments that can be liquidated without particular time constraints or penalties. Such a hallmark approach is applied both to direct investments in bonds and equity and to the selection of third-party products in the best interests of the clients.
The investment policy is oriented towards seeking positive returns with containment of downside risk.
Swan receives an annual management fee and contractually renounces any form of indirect remuneration.
Experience and Professionalism at the Service of Your Financial Growth.
DISCLAIMER
By accessing the website, you explicitly declare that you have read, understood and accepted the following legal notices. If you do not accept or understand the conditions below, please refrain from accessing the website.
The website is intended exclusively for qualified investors within the meaning of Art. 10 para. 3 and 3ter of the Federal Act on Collective Investment Schemes (CISA) and financial institutions as defined in Art. 2 para. 1 (FinIA) resident in Switzerland. The information on collective investment schemes contained on this website may be given, or is intended for, only this category of investors and may not be distributed to the public.
The contents (information, opinions, as well as data and any documents) of the website are for information purposes only and do not in any case constitute an opinion (legal, tax or otherwise), a recommendation, an offer or a solicitation to buy or sell, a request or a subscription of securities or financial instruments, financial or investment products or services, nor an exhortation to enter into transactions. In any case, persons who access the website may not rely on it to make an investment or make any other decision. Before making any investment decisions, we encourage you to consult your advisor.
The funds mentioned on this website have appointed a Legal Representative and a Paying Agent in Switzerland, in accordance with Art. 120 para. 4 CISA.
I confirm that I have read, understood and accepted the above warnings, in particular the restrictions on access regarding domicile and/or residence as well as the restrictions on the category of investor, and I declare that I wish to visit this website on my own initiative, without having been solicited in any way.
Risk Information The prices of the units of an investment fund or the shares of a SICAV and any distributions may be subject to fluctuations, as the stock and money markets are generally volatile. A positive performance in the past is no guarantee of a favourable future price development. It cannot be ruled out that at the time of liquidation of an investment, its value is lower than it was initially. Investments in foreign currencies may be subject to fluctuations due to fluctuations in the reference exchange rates. Stock markets and the economies of developing countries often experience significant fluctuations in value. Investments in investment funds that also have sub-funds that are also aimed at these markets are therefore associated with higher risks. Sometimes it is possible that an investment cannot be made immediately and you may find it temporarily difficult to liquidate it, to make profits or to obtain precise information about its value or the degree of risk involved. Before making any investment in the funds on the site, you should carefully review the relevant sales prospectus, any attachments and the warnings contained therein.