SWAN’s portfolio managers actively manage and seek to exploit returns from diversified asset portfolios, managing risk at all levels. The multi-asset strategies comprise three broad asset classes: equities, fixed-income and alternative instruments.

Our fixed-income portfolio is set up to preserve capital and secure positive returns over different investment timescales in diverse markets. As at 2015, our fixed income portfolio exceeds Rs. 16.6bn.

We currently manage over Rs. 10.6bn in local equities, making SWAN the largest investment manager in Mauritius. Our foreign equity portfolio is valued at over Rs. 8bn.

SWAN Wealth Managers are not tied to any broker, enabling us to offer competitive prices, assured liquidity and insightful research to all our clients.