Swiss Finance Management International SA

Overview

Swiss Finance Management International SA operates as a small, commission-driven advisory practice focused on portfolio management for individuals and small businesses, while also serving some institutional clients. The firm is owned by an individual and registered with the SEC in 2016. Its investment activity emphasizes third‑party managed private funds alongside conventional mutual funds, with a clear tilt toward alternatives—private equity, real estate, and private credit—as a central part of client allocations. Mandates are predominantly non-discretionary, so the firm typically implements client-directed strategies rather than maintaining widespread discretionary authority. The firm is not positioned as a capital allocator or pension consultant, and it does not report being an active ESG investor. Strategy execution appears to rely on external fund managers for alternative exposure while using mutual funds for liquid, core positions.

Assets & Accounts

Investments & Alternatives

Location & Offices