Company Profile
SWIX Family Office SA is an independent multi-family office established in Lugano, Switzerland, in 2014. The firm specializes in providing comprehensive wealth management and family office services to affluent Swiss and international individuals and families. Their offerings extend beyond traditional private banking, encompassing wealth planning, investment management, risk management, family governance, and philanthropy. SWIX Family Office is committed to a long-term vision, focusing on developing enduring relationships with clients and their families across generations, and operates with a client-centric philosophy.
The company was founded by a group of seasoned financial specialists with the objective of becoming a trusted independent advisor for prominent families, entrepreneurs, and managers. They aim to be an innovative multi-family office, leveraging investments in IT and human resources to deliver consolidated asset reporting and robust risk management services. SWIX Family Office emphasizes objective advice, free from conflicts of interest, and prioritizes finding the most suitable solutions for its clients through a strong local and international professional network.
While primarily focused on wealth and family asset management, SWIX Family Office has made at least one notable investment in Prodlane. As a multi-family office, their investment strategy likely involves allocating capital across various asset classes to preserve and grow client wealth, rather than direct venture capital investments in early-stage companies.
The leadership team includes founding partners Manucer Alexander-David and Giacomo Bernasconi. Manucer Alexander-David, the Executive President, holds a Master of Art Degree in Architecture and a federal diploma as a Financial and Investment Specialist. He has prior experience as a Director at Credit Suisse, where he managed the Russian entrepreneurial client segment and UHNWI business in Southern Switzerland. Giacomo Bernasconi, the CEO, holds a Master’s Degree of Science and Business Administration, contributing to the firm's collective century of experience in family and wealth management.
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