Secure Wealth Management: a Swiss base for global ETF portfolios

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ecure Wealth Management is a forward-looking asset management firm, with a deep commitment to ESG and sustainability. It is led by James Dougall, Managing Director, who is an experienced portfolio and risk manager and a CFA Charter holder, a CFP (Certified Financial Planner) and a UK Chartered Financial Planner. He is seconded by Mark Browne. Mark was head of equity research and member of the Investment Banking board for both Banque Vontobel AG and Lombard Odier Darier Hentsch & Cie.

Secure Wealth Management offers actively managed portfolios consisting entirely of ETFs, with a complete ESG overlay. We exclude all non-compliant investments (oil, heavy polluters, weapons etc) and actively include ESG ETFs (solar, water, gender equality etc). Founded eleven years ago, Secure Wealth Management offers a range of globally diversified ETF portfolios to suit all risk appetites, using only the most liquid ETFs available.

Our team

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