Secure Wealth Management

Overview

SWM was set up in 2009 as a full-service wealth-advisory business for the Asia-Pacific region.¹³ The firm was described as located near Geneva and present in Europe and Asia.¹⁵ It services investors globally, excluding the United States.⁴

History

After its launch, SWM developed a global B2B discretionary business.¹⁶ The firm’s positioning emphasized partnership with independent wealth managers so those partners could focus on serving their clients.¹⁷ SWM was described as a member of ASG/VSV, Switzerland’s association for independent asset managers.¹⁶

Leadership

James Dougall is Managing Director.² He is also identified as Directeur Exécutif in the Denaris article.¹⁸ Mark Browne joined SWM after serving as head of equity research and as an Investment Banking board member at Banque Vontobel AG and Lombard Odier Darier Hentsch & Cie.⁵

Services

SWM offers multi-asset portfolio strategies tailored to each investor’s risk tolerance.⁸ Its portfolios select highly liquid exchange-traded funds (ETFs).⁹ The ETF portfolios are designed as a turnkey core-asset-allocation solution.¹⁰ The offering emphasizes cost advantages, transparency and liquidity.¹⁴

Client focus

The firm’s B2B discretionary clients include private clients and institutional investors.⁷ Independent asset managers are described as partners for the core-allocation solution.¹¹ Family offices are identified as a target partner segment, alongside financial-planning companies.¹²¹³

Investment philosophy and approach

SWM’s approach uses multi-asset portfolios aligned with each investor’s risk tolerance.⁸ The firm describes highly liquid ETFs as portfolio building blocks and presents the resulting portfolios as a turnkey core-asset-allocation solution.⁹¹⁰ Its offering highlights cost advantages, transparency and liquidity.¹⁴

FAQs

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Sources

1. accessed 2026-10-23; fact dated 2016-04-22
2. accessed 2026-10-23; fact dated 2016-04-22
3. accessed 2026-10-23; fact dated 2016-04-22
4. accessed 2026-10-23; fact dated 2016-04-22
5. accessed 2026-10-23; fact dated 2016-04-22
6. accessed 2026-10-23; fact dated 2016-04-22
7. accessed 2026-10-23; fact dated 2016-04-22
8. accessed 2026-10-23; fact dated 2015-04
9. accessed 2026-10-23; fact dated 2015-04
10. accessed 2026-10-23; fact dated 2015-04
11. accessed 2026-10-23; fact dated 2015-04
12. accessed 2026-10-23; fact dated 2015-04
13. accessed 2026-10-23; fact dated 2015-04
14. accessed 2026-10-23; fact dated 2015-04
15. accessed 2026-10-23; fact dated 2015-04
16. accessed 2026-10-23; fact dated 2015-04
17. accessed 2026-10-23; fact dated 2015-04
18. accessed 2026-10-23; fact dated 2015-04

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.