SECURE WEALTH MANAGEMENT

One company, one team, one philosophy

About us

Secure Wealth Management: a Swiss base for global ETF portfolios

S

ecure Wealth Management. is an innovative and dynamic company. It is led by James Dougall, Managing Director, who is highly experienced in portfolio and risk management and who is 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, an innovative approach which has become very popular in the USA and which is beginning to become more widespread in Europe. Founded six years ago, Secure Wealth Management offers a range of diversified ETF portfolios to suit all risk appetites, using only the most liquid ETFs available.

“I am passionate about ETFs because they are the ideal building blocks for a client’s diversified portfolio.”

MARK BROWNE – Director

Our team

Our mission: to work with you to select the best ETF investment strategy for your goals.