Family Offices & Institutionals
In addition to ordinary Asset Management activities, SWM is active in providing services dedicated to UHNWI and institutional counterparties:
Tailor-made asset management solutions:
- Fully personalized management mandates
- Management delegation
- Cash management
Asset Monitoring (Consolidated):
- Portfolio monitoring
- Constant risk, performance and expense monitoring
- Active asset supervision
Tipologie di strumenti
Instruments which benefit from interesting qualitative characteristics and international distribution.
Portfolio Management System
Management software with high added value capable of satisfying the highest demands!
A professional management team able to provide advice on different classes and types of investments