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Private Asset Management

The process of portfolio creation is carried out placing the needs of the investor as the benchmark for determining strategy. Asset allocation is optimized under constraints identified with the customer. The final product is stable, well-diversified and conservative without forgetting the objective of performance.

The service of SWM searches for a continuous equilibrium between growth and preservation of capital, with a transparent and easy to understand management approach.

SWM Portfolio

Diversification, Risk Management and Quality provide the real answer to investor needs. Security, efficiency and growth are the elements that distinguish the SWM portfolio.

Diversification

The basis of SWM’s management process arises undoubtedly from portfolio diversification. Supported by quantitative and qualitative models, the asset allocation process follows a method based on the most modern asset management approach, clearly combined with the experience and professionalism of the group.

Risk management

The process of portfolio creation is carried out placing the needs of the investor as the benchmark for determining strategy. Asset allocation is optimized under constraints identified with the customer. The final product is stable, well-diversified and conservative without forgetting the objective of performance generation.

Quality

More than ever, in order to ensure a high quality of asset management, it is essential to resort to quality investment instruments that can guarantee a correct pricing, real liquidity and substantial instrument transparency.