Secure Wealth Management, a Swiss and New Zealand licensed asset manager engaged in actively managed portfolios of ETFs with ESG overlay, announced that it has completed an agreement to collaborate with Isola Capital Asset Management, a Hong Kong Securities and Futures Commission licensed and regulated asset manager across private equity investments, venture capital and liquid secondary strategies.
The new collaboration will involve the creation of Isola Secure Wealth, which will offer Secure Wealth’s core suite of five ETF portfolios that have delivered multi-year outstanding track records, to high net worth family offices and professional investors in Hong Kong, a leading global financial centre and an important gateway to the Greater China markets.
Isola Secure Wealth will also customize ETF portfolios for UHNW family offices and professional investors that will take advantage of current market conditions and thematic trends to generate targeted returns superior to standalone ETF strategies, whilst providing daily liquidity to investors.
“We are delighted to enter into a partnership with Isola Capital. Isola is a first-rate institutional platform with deep access to the Asian investor base. We are confident that Isola’s clients will benefit from the professional risk management and alpha generation that we have demonstrated over many years. This partnership will significantly enhance the distribution of SWM’s ETF portfolios in the Asian region.”
said James Dougall, Managing Director of Secure Wealth.
„We are very pleased to partner with Secure Wealth, which has achieved an outstanding track record with their ESG certified investment strategies that provide relative outperformance and strong liquidity to investors,“
said Anthony Chan, CEO of Isola.
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