Whatever you’re aiming for, SWAN Wealth Management creates tailored investment and wealth management solutions to meet your unique circumstances.
We are independent of any single product or provider, which allows us to offer recommendations that are directly suited to your wealth-building aspirations. We do this by accessing financial products from trusted and leading investment companies, to strengthen and diversify your investment portfolio. With these tools, we can help you manage, build, preserve and enjoy your wealth throughout your lifetime.
The foreign equity fund provides investors access to an extensive selection of investment funds marketed internationally from popular asset management companies such as AXA, Fidelity, Franklin Templeton, JP Morgan, Goldman Sachs, Henderson Vanguard, BlackRock, Schroders etc. Launched on the 15 October 2008, the objective of the fund is to achieve medium/long term capital growth and its performance as at the 31 Mar 2015 was 95.5%.
Investors can choose which mutual funds to include in their portfolios. As well as BlackRock and Schroders funds, our platform Banque de Luxembourg, offers access to an extensive selection of investment funds marketed internationally from other popular asset management companies such as AXA, Fidelity, Henderson, Franklin Templeton, JP Morgan, Goldman Sachs, Julius Baer, Lazard Frères, Legg Mason, Vanguard, among others.
These fund houses offer a number of strategies that cater for different risk profiles and meet different needs. With the help of a wealth management specialist, the risk profile and return requirements of the investor can be determined before creating a tailor-made portfolio. Investors may make conversions (switches) of their shareholdings between the same class of shares and fund house free of charge.
Our structured solutions are designed to help meet the financial objectives of sophisticated high net worth investors. If you are looking to achieve a specific financial objective, structured products can give you the potential opportunity to earn higher returns than those offered by traditional deposits.