Global insights Local values

  • Quality Global Companies
  • Capital Preservation Focus
  • Building Wealth for Clients

The Swell Global Opportunities Strategy

We manage the Global Opportunities Strategy, a portfolio of high-quality global publicly listed companies available to high net worth clients and sophisticated investors. The strategy is implemented through Individually Managed Accounts (IMA). Whilst you maintain beneficial ownership of your investment, you delegate the investment decisions to Swell.