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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoSWIX Family Office SA
SWIX Family Office SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company offers private banking and wealth management services, particularly for wealthy families and private clients. The core activities include: wealth management and consulting, financial planning and control, investment consulting and management, support for international relocations and tax planning, philanthropy and sustainable investments, insurance services, shipping and aviation financing, corporate financing and M&A consulting, family mediation and conflict resolution, and concierge services. The company positions itself as a family office and offers a comprehensive range of services to meet the financial and personal needs of its clients.

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SWIX Family Office SA

Offering

Products & services

Industry:External Asset Management
✓ Offered7
Discretionary Portfolio Management Mandate
Discretionary portfolio management mandate with tailored strategy, open architecture and long-term focus; decisions are implemented independently within the mandate and aligned with client interests.
Investment Advisory Mandate
Investment advisory mandate with independent advice, tailored strategy and open architecture; implementation follows clients' objectives and risk profile.
Supervisory Mandate and Consolidated Reporting
Supervisory mandate with consolidated reporting, monitoring of asset structure and ongoing oversight across multiple banks and mandates.
Private Markets and Strategic Alternatives Advisory
Advisory on private markets and strategic alternatives, including selection, structuring and support for investment strategies outside public markets.
Family Office Services
Family office services for private investors, family entrepreneurs, next generation, institutions and foundations; coordinated support across wealth-related matters and beyond.
Investment Hub and Real Estate Investments
Investment hub and real estate investments with access to investment opportunities and support for property investments within asset allocation.
Shareholder Advisory and Corporate Finance
Shareholder advisory and corporate finance support for entrepreneurial and financial matters, including structured advice in ownership-related situations.
Trust & reputation

ranQ Trust Score of SWIX Family Office SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

SWIX Family Office SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
SWIX Family Office SA scores 87.2 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.95.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
SWIX Family Office SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
SWIX Family Office SA scores 4.9 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.4.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

SWIX Family Office SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Piazza Indipendenza 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-359.289.738
Founded
2013 · 13 years
Last commercial register change
February 29, 2024
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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