Secure Wealth Management

ESG and crypto portfolios

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ecure Wealth Management (SWM) offers actively-managed ESG portfolios using ETFs, and liquid crypto portfolios.

From our base in Geneva, we partner with wealth managers, family offices, Independent Financial Advisers (IFAs) and financial planners.

We have an outstanding 12-year track record, delivering significant outperformance with every ESG strategy and on every time horizon (see the fact sheets on the Our Portfolios page).

SWM works with BlackRock, the world’s largest asset manager, in our ESG portfolio construction and ESG ETF screening.

Our ESG portfolios are available via 5 UBS-issued Certificates (Swiss ISIN with USD, GBP and EUR classes). Our Active Liquid Crypto Portfolio is also available via a Certificate with Swiss ISIN. Alternatively, we can set up individual managed accounts for your clients on the Interactive Brokers platform. Our ESG portfolios are also available as models on the Novia Global platform.

SWM offers 5 core global ESG portfolios consisting entirely of highly-liquid ETFs. The portfolios are graded across the client risk spectrum. Our ESG portfolios provide a fully diversified, cost-effective and completely transparent solution for a client’s core portfolio requirements. All of SWM’s portfolios offer complete flexibility to clients, who can encash their portfolios in 24 hours.

We have been running our ESG portfolios for twelve years, delivering outstanding returns both in absolute and relative terms. Our ETF selection is based on a blend of technical and quantitative indicators.

We also offer liquid crypto portfolios, using institutionally-wrapped crypto ETPs or direct coin investment and best-in-class institutional crypto custody.

Latest news

  • "Would you like to help build a better world with your investments? We are experts in sustainable and crypto/blockchain investing."

    James DougallManaging Director, Secure Wealth Management

Latest news

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iShares® and BlackRock® are registered trademarks of BlackRock, Inc. and its affiliates ("BlackRock") and are used under license. BlackRock is not affiliated with Secure Wealth Management Ltd, New Zealand, succursale Chavannes-de-Bogis. BlackRock makes no representations or warranties regarding the advisability of investing in any product, model portfolio or service offered by Secure Wealth Management Ltd, New Zealand, succursale Chavannes-de-Bogis or any of its affiliates. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product, model portfolio or service offered by Secure Wealth Management Ltd, New Zealand, succursale Chavannes-de-Bogis or any of its affiliates nor does BlackRock have any obligation or liability to any client or customer of Secure Wealth Management Ltd, New Zealand, succursale Chavannes-de-Bogis.

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