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 Offic…
Wealth Investors (LP)
Family offices
non certified account awaiting for administrator
PHONE
WEBSITE
ADDRESS
6900 Lugano
Switzerland
COMPANY
ACTIVITIES
Description
Solutions & philosophy
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
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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.
Mercati liquidi
Among: Azioni (mercati emergenti) • Azioni (mercati sviluppati) • Azioni tematiche • Gestione di ETF e indici • Gestructureerde producten • Monetario e breve termine • Obbligazioni HY • Obbligazioni IG • Prodotti strutturati • Risorse digitali (accesso elencato)
Mercati privati
Among: Acquisizione (LBO) • Capitale di rischio • Capitale di sviluppo • Co-investimenti • Debito privato • Impatto sui mercati privati • Offerte Club • Piattaforma PE/Fondo di fondi • Secondario • Situazioni speciali / attività in sofferenza
Attività reali
Among: Collezioni (arte/vino/automobili) • Fondi immobiliari e REIT/SIIC (SCPI/OPCI) • Immobili alternativi (studenti/anziani/sanitari) • Immobili commerciali • Infrastruttura digitale • Infrastruttura matura (brownfield) • Logistica e industria • Residenziale • Risorse naturali (foreste/terreni/metalli preziosi) • Transizione climatica / energie rinnovabili
Soluzioni patrimoniali (strutturazione)
Among: Assicurazione sulla vita (Francia) • Assicurazione sulla vita in Lussemburgo • Buste per la pensione • Contratto di capitalizzazione • Filantropia • Governance familiare • Ottimizzazione fiscale • Pianificazione pensionistica • Strategia pensionistica • Strutturazione transfrontaliera • Trasmissione / successione • Trust e fondazioni
Digitale e tecnologia
Among: Cloud e infrastruttura • Esperienza e trasformazione digitale • Integrazione e API • Intelligenza artificiale e apprendimento automatico • Piattaforma di dati e analisi • Piattaforme aziendali (CRM/CMS/automazione del marketing) • Piattaforme Wealthtech (PMS/OMS/EMS) • Regtech e conformità (KYC/AML) • Sicurezza informatica e gestione dell'identità • Tokenizzazione / RWA
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