Swiss Equity

Who We Are

Introduction

Swiss Equity are a private wealth management company that 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.

Our Structure

As an employee-owned private company, our structure allows us to focus on generating sustainable returns over the long-term, forsaking gathering assets to meet short-term commercial targets. We believe this creates complete alignment with our clients’ objectives. The inherent benefits of this approach are a product of our continued investment in our people, processes and systems.

Our Team

Our team of 28 professionals have over 550 years’ combined industry experience. This experience covers investments in a range of assets from smaller companies, UK & European funds, tax efficient investments, fixed income and international equities. The team has generated superior returns through a number of economic cycles.

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.

PLC Chairman & PE Investor

Our Approach

We select investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. Our core expertise is applying rigorous analysis to a selection of individual companies who are defining and benefiting from various structural changes across many industries; whether they be large or small. Putting our clients’ objectives at the forefront, we apply our expertise through the thoughtful construction of bespoke portfolios incorporating various asset classes and geographies depending on our outlook.

This approach would not have merit should there not be high levels of client service and support. It is paramount that our clients have personal access to all members of the team and any request is met accurately and on time. We also feel that the best ideas often come through conversation; whether it be about our investment approach or service offerings.

We received our education within a boutique family-style investment house; we believe Swiss Equity is the next iteration.

Careers

Swiss Equity is always on the lookout for able Investment Managers with exceptional knowledge and enthusiasm to join our team in London. Direct applications are preferred and can be submitted to info@swissequityuk.com (no agencies please)

Open an account with us today

We have made it as simple as possible for you to open an account with us. If you need any assistance, you can contact us via our online messaging portal, however, if you would prefer to have a conversation over the phone, a member of our team would be delighted to help.