Swix Family Office SA

Overview

SWIX Family Office SA is an independent multi-family office based in Lugano, with locations in Zürich, London, Monaco and Madrid. It serves private investors, multi-generational family entrepreneurs, next-generation clients, institutions and foundations.¹

The firm describes its approach as holistic and centered on each individual and family, using the term “Human Wealth Management.” SWIX works with a limited number of clients for whom alignment, discretion and a long-term perspective are important.¹

History

SWIX has operated internationally since 2014.¹

Leadership

- Manucer Alexander-David, Co-Founder and Executive Chairman³ - Giacomo “Jacky” Bernasconi, Co-Founder and CEO³ - Francesca Clavarino, CIO and Partner³ - Patrizio Manzuoli, Partner and Senior Relationship Manager³

The wider team includes investment advisers, relationship managers, investment analysts, operations leaders, compliance specialists and risk managers.³

Services

SWIX provides investment advisory mandates, discretionary portfolio management and supervisory mandates with consolidated reporting. Its offering also includes private markets and strategic alternatives advisory, family office services, an investment hub, real estate investments, shareholder advisory and corporate finance.²

The firm connects clients with international banks, advisers and specialists through a global network shaped by due diligence.²

What the firm offers

• Investment management
• Philanthropy
• Family governance and education
• Private and alternative investments
• Cross-border planning

Client Focus

SWIX focuses on private investors, multi-generational family entrepreneurs, next-generation clients, institutions and foundations. Its limited-client model is designed for relationships where discretion, alignment and a long-term outlook matter.¹

Approach

SWIX says its model combines independent advice, open architecture, tailored strategies and alignment with client goals. The firm’s stated culture emphasizes responsibility, transparency, aligned interests, long-term partnerships and innovation.¹

Regulatory Status

SWIX Family Office SA appears on FINMA’s list of licensed portfolio managers supervised by an approved supervisory organization. AOOS is listed as its supervisory organization.⁴

FAQs

Related resources

• LocationMultifamily offices in Lugano

  This guide helps readers compare multi-family offices serving Lugano and nearby Swiss markets. It gives context for assessing how an internationally active office may address investment management, family governance, education, philanthropy, and cross-border planning for a wealthy family or business owner.

• Network siteOffshoreTrusts.com

  These guides explain how international and offshore trusts can fit into cross-border asset planning. Readers considering services such as private investments, philanthropy, or succession planning can use them to prepare questions about jurisdictions, structures, governance, and professional advice.

• Network siteFamilyOfficeDatabases.com

  This resource helps readers research other family offices, investors, and potential reference points by geography or focus. It can support background work for a family seeking an internationally oriented provider with experience spanning investment management, private markets, philanthropy, and family education.

• GuideHow multifamily offices invest

  This page outlines common ways multi-family offices allocate capital across public markets, private investments, alternatives, and other assets. It helps readers compare those approaches with their own objectives and discuss risk, liquidity, time horizon, and family governance needs.

• Similar firmsHelvetia Investment Advisors SA
  ICAM & Partners SA
  Konrad Zehnder Wealth Partners

  Reviewing Helvetia Investment Advisors SA, ICAM & Partners SA, and Konrad Zehnder Wealth Partners gives readers additional Swiss firms to compare. Their profiles can help a family or business owner assess differences in services, client focus, investment offerings, and cross-border planning support.

Sources

1. SWIX Family Office SA
2. SWIX Offering
3. SWIX Team
4. FINMA list of licensed portfolio managers

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.