Menu
Regular, flexible & junior ISA’s bonds are tax-efficient savings and investment accounts, as well as pension plans such as SIPP’s and SSAS’
Swiss Equity was formed with the belief that sustainable compound returns are best generated from bespoke investment portfolios. We also believe that no client is the same and we must deliver high levels of personalised and on time service. This is contrary to the overly centralised asset allocation approach which has enamoured the asset management industry over recent years. In a world which continues to change, our philosophy allows us to remain flexible to continuously meet our clients’ needs.
Google Rating
Based on 315 reviews
Richard Marsh
2022-11-20
“I have worked with the new team at Swiss Equity for well over five years. I have complete confidence in the rigour of their analysis, their passion for making top-quality returns and their open-mindedness in adapting to changes in the market place. I could not be more impressed about the ease of joining the new firm, which denotes to me their desire to put the client first and foremost.”
Richard Marsh
2022-11-20
“I transferred my portfolio to Swiss Equity from another major wealth manager in order to take advantage of their far more focussed and individual approach. I look for the support of professionals who properly understand my personal investment aims and then build and actively manage a tailored portfolio of well researched assets. I have known some of the Emerging Bonds team for a number of years and particularly value their exemplary knowledge of the markets they operate within and their enthusiasm and judgement in exploring new opportunities. It is essential to have a wealth management team I can trust who are always contactable, responsive and candid.”
Richard Marsh
2022-11-20
“My decision to move from my previous “provider” has been shown to be a very positive one helped by the freshness and efficient approach and service level from Swiss Equity plus access to a very informative and regularly updated personal Client Asset and Trading Information site.”
Richard Marsh
2022-11-20
“Jeremy has looked after my personal portfolio and that of my company’s pension fund for many years now. He presently has a significant portfolio invested on my behalf. He has served me well. On the strength of his advice and performance, I have successfully introduced him to friends and business colleagues. It is a pleasure to work with him – he listens to what his clients have to say, and yet he is not afraid to discourage investments, which he considers to be doubtful. That said, he always respects our wishes. When I found out that he was joining Swiss Equity, it was a no-brainer that I should follow him there with my portfolios, and I look forward to more of the same…best of all he, loves cricket!”
Richard Marsh
2022-11-20
Over the last 10 years Ben McKeown has managed a substantial amount of my family’s wealth. I have followed Ben to Swiss Equity from 2 previous wealth firms. Trust is a big part of any wealth management relationship, and Ben and his team definitely have mine. Ben is an extremely passionate Economist who enjoys investigating companies to try and find quality value and stand out opportunity. The financial performance over the years of our relationship has been very impressive delivering returns over and above any comparable benchmarks. The fund managers role in my eyes is to make sure that the portfolio is well balanced, risk is managed as high priority and my families wealth is preserved for generations to come. Ben ticks all the boxes in that regards. We look forward to a long and healthy relationship with Ben and the team at Emerging Bonds.
Swiss Equity Registered address: 1 Canada square, Canary Wharf, E14 5DY
©Copyright Swiss equity 2020