SWIX Family Office SA — Family offices — Lugano, Switzerland

Swix is a trusted and independent family office, providing tailored wealth management and advisory solutions to a diverse range of clients. With offices in Switzerland and the United Kingdom, we are dedicated to preserving and building wealth for generations to come. Our focus lies in creating compelling opportunities based on individual client needs, forging partnerships that unlock access to a broad spectrum of products and services. Through our comprehensive range of offerings, we assist in the planning, governance, and oversight of your assets and interests, ensuring strategic allocation and deployment of capital across private and public markets. We have cultivated a strong network of trusted partners, providing specialised expertise and resources to support your financial goals. We pride ourselves on always staying at the forefront of innovation, while keeping true to our Swiss DNA. As a privately owned firm, our clients are our priority. Backed by our in-house expertise and strategic partnerships, we offer independent advice, unwavering support, and thoughtful investment strategies tailored to your unique requirements. Swix was founded with a clear vision: to serve families, business owners, and private investors. Our leadership is guided by our experienced Founding Partners and an independent Board of Directors, ensuring strategic direction and long-term stability. SWIX Family Office SA, authorized and regulated by the FINMA SWIX Family Office UK Ltd, authorized and regulated by the FCA

Family offices · Wealth Investors (LP)

Activities

  • Multi family offices

Location

Lugano, Switzerland

SWIX Family Office SA logo
Company avatar

SWIX Family Offic…

Wealth Investors (LP)

Family offices

Source
Virtual twin generated by artificial intelligence :
non certified account awaiting for administrator
CLAIM COMPANY
General information

PHONE

+XX XXX XX XX XX

EMAIL

contact@company.com

WEBSITE

www.company.com

ADDRESS

1 Piazza INDIPENDENZA
6900 Lugano
Switzerland
Social media

COMPANY

ACTIVITIES

Multi family offices

Description

Swix is a trusted and independent family office, providing tailored wealth management and advisory solutions to a diverse range of clients. With offices in Switzerland and the United Kingdom, we are dedicated to preserving and building wealth for

Solutions & philosophy

Not available

COMPANY INSIGHTS

RANKINGS

(LAST UPDATE DATE : 12/05/2026)

Hubfinance analyses thousands of signals to assess a company’s reputation, partner performance, and talent attractiveness. Each module is based on a dedicated set of indicators, allowing precise benchmarking against your peers.

B2B SCORING

Indicators: 24

Ranked companies: 6416

Not available for this company

EMPLOYER BRAND STRENGTH

Indicators: 11

Ranked companies: 9903

Not available for this company

NEXTGEN ATTRACTIVITY

Indicators: 11

Ranked companies: 2915

Not available for this company

COVERAGE

Affinity-based company mapping based on 40 product & service sensitivities across 6 categories.

Marché liquide

5 detected

Among: Actifs numériques (accès coté) • Actions (marchés développés) • Actions (marchés émergents) • Actions thématiques • ETF & gestion indicielle • Monétaire & courte durée • Obligations HY • Obligations IG • Produits structurés • Rendement absolu & fonds alternatifs (hedge funds)

Marchés privés

3 detected

Among: Buyout • Capital-développement • Capital-risque • Club deals • Co-investissements • Dette privée (private debt) • Plateforme PE/Fonds de fonds • Private markets à impact • Secondaires • Situations spéciales / actifs en difficulté (distressed)

Actifs réels

2 detected

Among: Collections (art/vin/voitures) • Fonds immobiliers & REIT/SIIC (SCPI/OPCI) • Immobilier alternatif (étudiant/senior/santé) • Immobilier commercial • Infrastructures matures (brownfield) • Infrastructures numériques • Logistique & industriel • Résidentiel • Ressources naturelles (forêts/terres/métaux précieux) • Transition climatique / renouvelables

Solutions patrimoniales (structuration)

6 detected

Among: Assurance-vie (France) • Assurance-vie luxembourgeoise • Contrat de capitalisation • Enveloppes retraite • Gouvernance familiale • Optimisation fiscale • Philanthropie • Planification retraite • Stratégie retraite • Structuration transfrontalière • Transmission / succession • Trusts & fondations

Digital & Tech

0 detected

Among: Cloud & infrastructures • Cybersécurité & gestion des identités • Expérience digitale & transformation • IA & apprentissage automatique • Intégration & API • Plateforme data & analytics • Plateformes d’entreprise (CRM/CMS/marketing automation) • Plateformes wealthtech (PMS/OMS/EMS) • Regtech & conformité (KYC/AML) • Tokenisation / RWA

Join the exclusive circle of decision-makers in finance and wealth management

Networking. Connections. Benchmarks

Find your company and save time registering

Increase

Your visibility and your network of contacts

Promote your services and expertise by exploring a rich universe of thousands of players and companies at your fingertips. Take advantage of an intuitive interface to strengthen your presence within an elite network of finance and wealth management experts, and boost your professional profile.

SIGN UP

Generate

Leads and create private groups

Define your preferences to create customized connections including participant categories, common interests or location. Our constantly updated suggestions help you to quickly establish relevant connections, fostering meaningful contacts and exclusive exchanges within private circles.

EXPLORE SOLUTION

Analyze

Your market scores and rankings

Access key indicators to assess your performance in customer service, communication, ESG, financial engineering or tax regulations. Benefit from a 360° view with real-time updates, helping you to continuously optimize your business and achieve your professional goals.

BOOK A DEMO

Attend

50 conferences, lunches and cocktail parties

Take part in over fifty prestigious events every year, held in major cities such as Luxembourg, Paris, Geneva and Monaco. Hubfinance also enables you to create and manage your own online thematic circles, boosting your networking and collaboration opportunities.

SEE AGENDA