ETF portfolios

with ESG focus

Secure Wealth Management

ETF portfolios with ESG focus

S

ecure Wealth Management (SWM) provides actively-managed ETF portfolio solutions with an ESG focus.

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

We have an outstanding 11-year track record, delivering significant outperformance with every ETF 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 ETF portfolio construction and ESG ETF screening.

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

SWM offers 5 core global portfolios consisting entirely of highly-liquid ETFs. The portfolios are graded across the client risk spectrum. Our ETF 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.

The benefits to advisers of using our portfolios include low costs, instant diversification, simplicity, ease of explanation and implementation. Behind the scenes, Secure Wealth delivers a rigorous and professional risk management framework for your clients’ portfolios. Please see investment approach for an overview of the key elements in our investment process.

We have been running our ETF portfolios for eleven years, delivering outstanding returns both in absolute and relative terms. Our ETF selection is based on a blend of technical and quantitative indicators. Quantitative risk management is the cornerstone of SWM’s investment process, including inputs supplied by Financial Network Analytics, SWM’s strategic partner for risk management.

SWM-James-Dougall
  • "We partner with wealth managers, freeing up their time to grow their business, without having to worry about investment markets."

    James DougallManaging Director, Secure Wealth Management

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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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