An independent advisory practice being formed in Connecticut, within a group whose name has stood for discipline and discretion.
Swiss Finance Private Wealth Management is an independent investment advisory practice being established in Connecticut. It carries the Swiss Finance name and the institutional experience behind it into a narrower, more personal mandate.
The practice is affiliated with a long-running systematic investment manager. On the private side, the purpose is deliberately smaller in scope: to serve a limited group of individuals, families, and the professionals who advise them, applying the same rigor used on the institutional side to the management of personal capital.
The firm is presently completing its registration and formation. This site will expand as that process concludes and the firm’s disclosure documents become available.
The Swiss Finance group spans investment management and professional education, with a long association with the values its name implies: prudence, discretion, and the careful preservation and growth of capital over time.
The private wealth practice extends that tradition to a small number of relationships in the United States.