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Wealth Management

Advisory

Advisory

The right advice for strategic portfolio management

SWAN’s investment advisory services offer you greater control over your investment portfolio, while supporting you with our in-depth market knowledge and outstanding service.

Our professional advisors will develop a customised and internationally-diversified portfolio based on a detailed understanding of what you need. We offer impartial, strategic advice, including:

  • Evaluating strategic investment alternatives, capital projects, market opportunities, business plans, acquisitions, and divestitures
  • Comprehensive financial modelling, analysing capital structure options, and assessing available sources and terms of capital
  • Planning capital projects, allocation, execution, and monitoring
  • Board and shareholder assistance



We also provide assistance with capital procurement, including:

  • Structuring advice and sourcing assistance for various forms of debt and equity
  • Expansion and growth capital
  • Acquisition financing
  • Dividends and leveraged recapitalisation
  • Restructuring existing capital structure and lender negotiations
  • Assessing credit ratings


Contact us to get the investment advice you need to prosper.

Request for an
Investment Advice