Secure Wealth Management: a Swiss base for global ETF portfolios
Secure Wealth Management is a forward-looking asset management firm, with a deep commitment to ESG and sustainability. It is led by James Dougall, Managing Director, who is an experienced portfolio and risk manager and a CFA Charter holder, a CFP (Certified Financial Planner) and a UK Chartered Financial Planner. He is seconded by Mark Browne. Mark was head of equity research and member of the Investment Banking board for both Banque Vontobel AG and Lombard Odier Darier Hentsch & Cie.
Founded twelve years ago, Secure Wealth Management (SWM) has delivered an outstanding track record. We show significant outperformance vs. benchmark across all five of our risk-graded global ESG portfolios (see the fact sheets on Our Portfolios page). SWM offers managed portfolios consisting entirely of ETFs, with a complete ESG overlay. We exclude all non-compliant investments (oil, heavy polluters, weapons etc) and actively include ESG ETFs (solar, water, gender equality etc). We also offer actively-managed liquid crypto portfolios.
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