NEWS

SWM ETF portfolios add to gains in May The Secure Wealth Management ETF portfolios gained further in May taking year-to-date returns to 2.6% for fixed-income, 3.7% for conservative, 4.0% for [...]

executive summary  We are pleased to share the latest edition of our Investment Insights. This month is a watershed for SWM’s ETF portfolios: we are “going green” and implementing a low-carbon / [...]

Secure Wealth will launch a low-carbon overlay for all 5 of its ETF portfolios very soon. **Watch this space** Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s [...]

SWM growth and equity ETF portfolios outperform in April The Secure Wealth Management ETF portfolios recovered a lot of ground late in the month to end in line with their benchmarks. We have [...]

Investment Insights – April 2017 Equity bull run intact We are pleased to share the latest edition of our Investment Insights. Financial Network Analytics indicators point to a continued [...]

Investors continue their shift from active management in protest at high fees source: Financial Times Exchange traded funds attracted record inflows in the first three months of 2017 as investors [...]

SWM ETF portfolios: out-performance in March All our ETF portfolios continue to outperform benchmarks strongly on a 3-year and 5-year basis. The outperformance continued in March for all the [...]

Investment Insights – March 2017 Market rally set to continue We are pleased to share the latest edition of our Investment Insights. Financial Network Analytics indicators signal a [...]

SWM ETF portfolios: continued strong returns in February ** We are pleased to inform you that all 5 of our ETF portfolios are now available as UBS-issued Certificates (institutional and [...]

Investment Insights – February 2017 ETF portfolios to benefit from risk rally We are pleased to share the latest edition of our Investment Insights. This month we provide a technical [...]

** Please note we are introducing a new equity 100% leveraged ETF portfolio. This portfolio is only available to our managed account clients who are targeting aggressive capital growth with a [...]

We are delighted to inform you that our three multi-asset ETF portfolios are now available in EUR-hedged UBS-issued Certificates, in addition to the existing five USD-denominated Certificates. [...]