Lighthouse Swiss Wealth Advisors Ag

Overview

Lighthouse Swiss Wealth Advisors Ag is a Switzerland-based registered advisory firm that provides discretionary portfolio management to individuals, families and small businesses, as well as to business and institutional clients. The firm favors an equity-centric approach: exchange-traded equities and ETFs are the dominant building blocks of client portfolios and the firm reports a clear preference for equities across mandates. Lighthouse Swiss Wealth Advisors Ag charges a mix of percentage-of-AUM and fixed fees and operates under an individual ownership structure. It is not positioned as an ESG-focused manager and it does not identify as a multi-state or pension consultant adviser. Investment activity is run on a discretionary basis, which allows the firm to implement market exposures and rebalances without requiring client-by-client approvals. Given the firm’s use of external alternative managers, its model blends liquid public-market equities with allocated exposures to third-party hedge funds, private credit and real estate funds to round out return and risk objectives.

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