Firm profile
SWIX Family Office SA
SWIX Family Office SA is a multi-family office based in Lugano, Switzerland, founded in 2014.
Updated . Rechecked monthly.
- Entity type
- Multi-Family Office
- Headquarters
- Lugano, Switzerland
- Founded
- 2014
- Website
- swixfo.com
- Source
- Firm-reported
About SWIX Family Office SA
SWIX Family Office describes itself as an independent multi-family office providing tailored wealth management and advisory solutions, describing its approach as a holistic, human-centered model of wealth management serving private investors, multi-generational family entrepreneurs, the next generation, institutions, and foundations, with a stated focus on private-markets strategies for a limited number of clients.[Firm website]
The firm's own site names its two co-founders, its Chief Investment Officer and a partner and senior relationship manager.[Firm website]
- Focus
- Wealth preservation, succession planning, and investment diversification for families
Where SWIX Family Office SA is listed
SWIX Family Office SA is in the investor directory.
Scope and method
- What is shown
- The facts on SWIX Family Office SA's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, swixfo.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.