Strategic Wealth Management Solutions

 

about us

Swan Capital Ltd., is an investment management, financial planning and wealth advisory firm.

Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives.

Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan.

At Swan Capital Ltd., our top priority is capital preservation. We have the in-house expertise to manage all asset classes and currencies in total independence.

Our philosophy is to maintain a close relationship with our clients giving you the tailored service you deserve.

 
 

our services

Advisory Service
Our comprehensive knowledge of all highly sophisticated investment products along with a close relationship with you the client, will enable us to create strategies designed for your unique needs and goals.

Investment Management
A conservative approach to investment along with our strict emphasis on discipline, organization and efficiency in the management of all asset classes allows us a strict oversight of all transactions.

Financial Planning
Our Wealth Planning expertise, along with our external partners will offer comprehensive solutions tailor made for your unique family situation. Estate Planning, multi-generational transfer, ICON and SMART Funds are, among others, key instruments in analyzing and creating a strategy to suit your financial requirements.

Family Office Services
Our team of highly skilled and experienced professionals combined with our network of external providers will meet your day to day operational needs as well as provide solutions to you and your family lifestyle needs.

 
 

network

Swan Capital Ltd., avails itself of long term and unique relationships with international and local partners, with jurisdictions in the American and European Continent.

Corporate Services:  Tag Corporate Services
Fund Management Services:  Tag Fund Services
Custodians:  Highly rated and well established financial institutions

 
 

Contact us

Swan Capital Ltd.

Old Fort Bay Town Centre
Unit 7 – Building 2
P.O. Box SS-6333
Nassau, Bahamas

T +242 603 2000
F +242 603 2001
jm@swancap.net

 

Strategic Wealth Management Solutions