Separately Managed Accounts (SMA)

For discerning investors and families seeking a truly personalized approach to wealth management, Blacswan offers Separately Managed Accounts (SMAs). As a premier FRC-registered fiduciary advisor, we design, implement, and manage bespoke investment portfolios carefully aligned with your unique financial objectives, risk parameters, liquidity needs, and long-term aspirations.

Blacswan SMAs go beyond traditional wealth management by blending institutional discipline with highly personalized execution. Our platform offers:

• Bespoke Investment Portfolios: Crafted to meet your unique goals, blending growth, preservation, and legacy planning with the agility and flexibility required in today’s markets.

• Integration of Broader Goals: We seamlessly incorporate not only financial goals but also broader wealth, legacy, and philanthropic objectives into your portfolio structure—creating a holistic approach to managing and growing your wealth.

• Institutional-Grade Governance: As a trusted fiduciary, we apply the same rigorous standards to our SMAs as we do across our broader investment platforms, ensuring transparency, alignment, and integrity in every decision.

• Personalized Strategies with Cross-Border Expertise: Drawing on our deep local knowledge and global investment experience, we provide exclusive access to high-conviction opportunities across various asset classes, sectors, and geographies.

• Full Fiduciary Responsibility: Our unwavering commitment to acting in your best interest ensures that all decisions are made with the highest ethical and legal obligations, always prioritizing your financial well-being.

At Blacswan, we act as architects of sophisticated investment strategies that balance institutional-quality rigor with the flexibility and attention to detail that your portfolio demands, offering a truly customized wealth management experience.