A B O U T
Navigating Tomorrow's Financial Markets.
Sweetwood Asset Management provides asset management and investment advisory services to qualified high net-worth individuals, family offices, trusts and foundations.
Our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent, liquid and low-cost securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both.
Our clients are not exposed to any counterparty risk through Sweetwood Asset Management as their assets are held in custody under their own name at top-tier private banks to which we have a unique access.
We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities