As the demands of your high-net-worth clients grow, both in scope and sophistication, you need a service provider that can help you execute the trades and deliver on the investment strategies that will bring the best results to your clients.
At SwapEx, we have developed unparalleled industry and operational experience specific to the wealth management market. To bring you and your clients the best possible service, we draw on our long history as an agency-based, unconflicted provider. We put your interests first and do not run a proprietary equity trading book. It is our priority to act as a true fiduciary, fully committed to both your clients’ anonymity and to protecting the informational value of their trades.
Using our wealth manager services, you can streamline your operational and administrative processes. You’ll be able to dedicate more time and resources to your core competencies while achieving superior execution for your clients.