Swordfish

Leading asset management and advisory services

We are committed to producing a private wealth management service for individual investors, trustees and corporations, which is intrinsically tailored and customized based on the individual client’s personal circumstances and situations.

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Welcome to Swordfish Financial

At Swordfish Financial our professional team encompasses comprehensive expertise and considerable experience. We design sophisticated independent wealth management services and solutions, offering our diverse global client base a superior investment experience. Our fundamental principles include providing a long-term, high quality service with discretion and integrity, initiating cohesive client relations and creating innovative strategies with a strong consistent focus on success and achievement.

We endeavor to encompass these core values within all aspects of our ongoing professional partnership, creating a reliable platform on which to expand and grow your personal wealth, assets and capital.

Our Company

icon_oneManagement Experience

Our Senior Management Team, led by CEO James Galvinite, has over 60 years of combined market experience.

icon_twoWorking Relationships

Swordfish Financial has a far reaching international vendor network of single-family and commercial  professionals, appraisers, property preservation and construction professionals with proven track records of performance.

icon_threeCulture and Diversity

Swordfish Financial prides itself in maintaining a culture unmatched in our industry. Our investment in “people first” is the key driver for superior results.

icon_fourExecution & Quality

Swordfish Financial is well known in the industry for its consistently strong performance, its “high touch” approach and its unrelenting attention to detail.

A fresh Approach

Everyone has their own set of personal goals and aspirations and the key to achieving these goals is often through savings and investments. Swordfish Financial has a number of investment solutions which are tailor made to meet your personal investment needs.

As a company, we truly value the full benefit of a close long term relationship with our clients. We achieve this through an assertive no nonsense approach to account management. Bespoke and efficient investment solutions for preserving and enhancing wealth for every kind of investor. Frequent communication never leaves you in the dark, we are always accessible and we welcome every opportunity to talk or meet with our clients.

We identify the true risks and opportunities in portfolios as well as help to achieve efficiencies in investment management. This is a result of digging into the finer details of SWOT analysis, portfolio composition and products.

Everyone here at Swordfish Financial works around the clock to keep you one step ahead of the game, we have spent a considerable amount of time nurturing and developing a culture of strong corporate governance as well as a unique system of checks and balances for the protection of investors and their equity value.

 

Our Team

Our Services

Fixed Income Investments

Our research team includes those specialising in highly complex fixed income investments that can be a useful way to diversify your portfolio.

Portfolio Management

With our portfolio management service, your investment manager gets to know you and your priorities and keeps your portfolio focused on achieving your goals. The manager has access to all of the resources of Luma Group, including our in-house research, so you can be sure your investments are in good hands.

Equity Research

Having our own equity research team means that we can constantly monitor stocks, study performance and meet the people running the companies that we recommend to understand their strategies.

Life Long Planning

Good financial planning is much more than putting in place a few policies and hoping they will meet all your current and future needs. You need to consider what you want to achieve for yourself and your family, take the appropriate action and review those decisions on a regular basis with a qualified adviser.

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Testimonials

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  • Our team of experts can help you achieve your goals

    our personal Client Adviser will already know about your financial circumstances, needs and preferences, including your short- and long-term financial objectives. He or she will build a clear picture of your aspirations for the future, your wishes for your family, your financial worries and your retirement plans – as well as your investment preferences and attitude to risk. Our financial planning team will then be fully equipped to recommend a personal strategy...

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  • Your road to independence – fueling the growth of your wealth

    Clients at Swordfish Financial fully embrace the premise of best-in-class investment choices and related solutions. Our investment selection process is based on a single objective: building and maintaining solutions beneficial to clients, not the firm. The vision of the Swordfish Financial advisers is a simple one – aiming to grow our clients’ long-term wealth. We design, build and manage multi-asset, best of breed multi-manager solutions that meet or exceed clients’ needs....

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The Skills

Our Portfolio

Investment Bonds

Investment Bonds

These are investments packaged as life assurance, primarily designed for investment but with an insurance over-ride (often 101% of the...

Fixed Income Investments

Fixed Income Investments

With our portfolio management service, your investment manager gets to know you and your priorities and keeps your portfolio focused...

Equity Research

Equity Research

Having our own equity research team means that we can constantly monitor stocks, study performance and meet the people running...

Portfolio Management

Portfolio Management

With our portfolio management service, your investment manager gets to know you and your priorities and keeps your portfolio focused...

Life Long Planning

Life Long Planning

Good financial planning is much more than putting in place a few policies and hoping they will meet all your...

Fund research

Fund research

Before investing in funds our researchers not only study their performance and get to know the fund managers but also...

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From the Blog

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State pension age set to rise to 68 seven years earlier than previously planned, but government faces battle to secure votes for change. The government has announced the state...

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Brussels is preparing to retaliate against the US if Washington pushes ahead with far-reaching new sanctions on Russia that hit European companies. Jean-Claude Juncker, the European Commission president, has...

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Contacts

The Company Name Inc. 9870 St Vincent Place, Glasgow, DC 45 Fr 45. Telephone: +1 800 603 6035
Fax: +1 800 889 9898
E-mail: mail@demolink.org

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