NEWS

SWM ETF portfolio fact sheets, May 2020: equity overweight starts to pay off Early in May, we moved to a small overweight in equities. The strong market moves lead to gains of 5.51% for our [...]

increasing ESG allocation post Covid We are pleased to share the latest edition of our Investment Insights. ESG (Environmental, Social, Governance) investing is key to rebuilding wealth in the [...]

SWM ETF portfolio fact sheets, April 2020: further outperformance for our ESG portfolios In a historically strong month for equity markets, SWM’s ESG-focused multi-asset ETF portfolios [...]

Secure Wealth Management enters into strategic partnership with Isola Capital Asset Management Geneva, 20th April 2020 – Secure Wealth Management Limited (“Secure Wealth”), a Swiss and New [...]

how Covid will accelerate ESG investing, and how to benefit using ETFs We are pleased to share the latest edition of our Investment Insights. Covid-19 is causing a significant “reset” [...]

SWM ETF portfolio fact sheets, March 2020: historic market panic presents buying opportunity Despite suffering heavy losses in the market crash, SWM’s sustainability-focused ETF portfolios all [...]

SWM ETF portfolio fact sheets, February 2020: Covid-19 sell-off presents buying opportunity The levels of panic selling in last week’s Covid-19-driven sell-off were exceptional. Our [...]

SWM ETF portfolio fact sheets January 2020: sustainability continues to drive outperformance SWM’s sustainability-focused ETF portfolios made a strong start to 2020, adding between 1.2% and 1.8% [...]

SWM ETF portfolio fact sheets December 2019: a record year of outperformance Secure Wealth’s ETF portfolios rounded off a year of record performance for 2019, with portfolios up between 27% [...]

SWM ETF portfolio fact sheets November 2019: ongoing outperformance Secure Wealth’s ETF portfolios performed slightly below benchmarks in November 2019, mainly due to weakness in precious metals [...]

SWM ETF portfolio fact sheets October 2019: ongoing outperformance Secure Wealth’s ETF portfolios performed in-line with benchmarks in October 2019 and are showing outperformance of between 4% [...]

SWM ETF portfolio fact sheets September 2019: ongoing outperformance Secure Wealth’s ETF portfolios performed in-line with benchmarks in September 2019 and are showing outperformance of between [...]