NEWS

Investment Insights – January 2017 Secure Wealth Management 2017 ETF portfolio outlook We are pleased to share the latest edition of our Investment Insights. In this month’s Investment [...]

We are delighted to inform you that all 5 of our actively-managed ETF portfolios are now available as UBS-issued Certificates. These offer daily liquidity, are available in USD, EUR and GBP [...]

FY 2016 SWM ETF portfolio performance review: continued strong outperformance on both a 3- and 5-year horizon for all 5 SWM ETF portfolios ** Please note all 5 of our ETF portfolios are now [...]

Investment Insights – December 2016 ETFs and Secure Wealth winning versus hedge funds We are pleased to share the latest edition of our Investment Insights. In this month’s Investment [...]

Surge in passive investing fanned by these funds is a boon to traditional investors source: FT.com This is part of a series on the global rise of exchange traded funds The supposed death of the [...]

Strong November for SWM ETF portfolios SWM equity and growth ETF portfolios were up 3.4% and 3.0% respectively in November, outperforming their benchmarks by almost 2.8% and 2.3%. The performance [...]

Investment Insights – November 2016 re-positioning portfolios after Trump’s election We are pleased to share the latest edition of our Investment Insights. In this month’s Investment [...]

The defensive SWM ETF portfolios: fixed-income, conservative, and balanced ETF portfolios performed in line with their benchmarks in October, which was a weak month for global equities and bonds [...]

Bonds off the rails? We are pleased to share the latest edition of our Investment Insights. In this month’s Investment Insights, we review whether inflation is increasing and the implications of [...]

Secure Wealth Management equity, growth and fixed-income portfolios outperformed their benchmarks by 0.30%, 0.23%, and 0.20% respectively. Our strong overweight in commodities drove the [...]

ETFs are young. ETFs are a new generation. We are pleased to share the latest edition of our Investment Insights. We review the explosive growth trends in the ETF industry and the benefits of [...]

The Secure Wealth Management equity ETF portfolio outperformed its benchmark by 0.44% in August, taking the year-to-date return to 4.8%. Our top performing strategy this year remains the SWM [...]