Terms & Disclosures
Informational nature
This website is for informational purposes only. It does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any securities, financial instruments, or investment strategies.
No advice
Swiss Finance does not provide investment, tax, or legal advice through this website.
Capital allocation
Swiss Finance is a privately held investment group that allocates capital to external fund managers, platforms, and long-term initiatives. It allocates capital on a discretionary basis, typically through private partnerships and long-horizon mandates. Its activities are reserved for select counterparties and are not available to retail investors. All relationships are governed by private agreements and subject to applicable eligibility requirements. Swiss Finance does not offer investment products to the public.
No assurance of outcomes
References to frameworks or investment themes reflect internal research and are not guarantees of future performance. Past outcomes are not indicative of future results. All investment activity involves risk, including loss of capital.
Third-party relationships
Swiss Finance may work with independent managers and platforms. It does not market, distribute, or operate third-party funds, and does not act as a custodian or administrator of investor assets. Where applicable, underlying investments are subject to terms and risk factors defined by the relevant managers or issuers. All diligence and allocation decisions are made independently, guided by our internal process.
The Institute
Swiss Finance operates an educational institute for students and recent graduates entering high finance, associated with Swiss Finance Institute®. Applications and enrollment are handled by Swiss Finance Institute®.
Educational activities
The institute’s educational activities and materials are intended to support learning and are not financial advice.
Affiliated firms
Swiss Finance is affiliated with a family of separately organised firms. Swiss Finance Private Wealth Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply any specific level of skill or training, nor does it constitute an endorsement of the firm by the Commission. Britannica Capital is a private investment management firm and is not a registered investment adviser; its funds are offered privately to qualified investors through definitive offering documents. Swiss Finance Academy and Swiss Finance Institute® are educational institutions; their programs do not promise or guarantee any job, placement, admissions, or career outcome. Each firm is responsible for its own services under its own terms. Nothing on this website is an offer of any affiliated firm’s services or funds, and Swiss Finance does not provide investment, legal, or tax advice.
Residency planning
Where this website refers to United States residency, the process is coordinated with independent licensed attorneys. Swiss Finance is not a law firm and does not provide legal advice. Petitions are adjudicated by U.S. Citizenship and Immigration Services, and approval is not guaranteed. EB-5 investments carry risk, including loss of capital. Nothing on this website is an offer or solicitation of any EB-5 or other investment.
Affiliated services and jurisdiction
Through its affiliates, the Swiss Finance group operates across service categories including fund management, fund of funds structures, investment advice, wealth management, education and talent development, and customised solutions. The availability and structure of these services in any particular jurisdiction depends on regulatory licensing requirements, partnership arrangements, and operational determinations. Certain services described on this website may not be available in all jurisdictions or to all categories of investors. Prospective clients should determine whether they are eligible to receive services based on their jurisdiction of residence, citizenship, tax status, and investor qualification under applicable law.
No binding commitments
Descriptions on this site reflect current practice and are subject to change without notice. Nothing here constitutes a commitment, guarantee, or warranty regarding future conduct or outcomes.
Forward-looking statements
This site may contain forward-looking perspectives based on internal analysis. These are subject to change without notice and actual practice may differ materially.
No third-party rights
Nothing on this site creates rights for any third party.
Jurisdiction
Nothing on this site constitutes an offer or solicitation in any jurisdiction where such an offer or solicitation is not authorised or lawful. Swiss Finance does not offer services or products in any jurisdiction where doing so would be unlawful or unauthorised, and nothing on this site should be construed as submission to jurisdiction or waiver of defences.
Where we are based
Swiss Finance is headquartered in Switzerland. Born in Switzerland, based in Switzerland.
Content use
Reuse or distribution of material from this site requires written permission. Hyperlinks to third-party sites are provided for context and do not constitute endorsement.
Trademark
© 2026 by Swiss Finance®. Swiss Finance® is our registered trademark in the United States, the EU (EUIPO), the United Kingdom, Switzerland, and other countries worldwide. This is the official website of Swiss Finance®, a federally registered trademark on the USPTO Principal Register and part of our family of Swiss Finance® trademarks. The Swiss Finance® name, brand, and all confusingly similar marks are lawfully owned and protected worldwide. Unauthorized use of these marks by third parties is not permitted and may constitute trademark infringement. This site represents the legitimate rights holder. All rights reserved.
Contact
Enquiries may be directed to investors@swissfinance.com.