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Min Investment:
Max Investment:
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2018
2018
2014
Consummately liquid, client-friendly core portfolios with an ESG overlay for UHNW investors, wealth managers and family offices. Secure Wealth Management is a boutique asset manager based in Geneva, Switzerland. Working in partnership with BlackRock and UBS, we offer a selection of actively-managed, highly liquid ESG ETF portfolios, for UHNW clients, wealth managers and family offices. We have been running our strategies for well over a decade and are proud of an outstanding track-record in absolute, relative and risk-adjusted terms. The core team of five investment professionals has combined experience of almost 100 years.
2009
2009
Capital Markets & Investment Consulting: Sustainability, Technology, Healthcare, Infrastructure, Fintech.
2006 - 2009
2006 - 2009
Head of Research
2002 - 2006
2002 - 2006
Head of Research
1999 - 2002
1999 - 2002
1999 - 2002
1995 - 1999
1995 - 1999
1991 - 1995
1991 - 1995