Investment & Advice

SVW HOLDINGS

Mission

At SVW HOLDINGS We offer investment solutions through a full range of active and passive management expertise, in traditional and real assets, within dedicated and integrated investment platforms. We also provide advice and services as well as technological tools. Our clients are individual clients of banking networks and third-party distributors, institutional investors, companies and other investment professionals. Responsible investment and societal commitment are part of our DNA.

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Values

Our corporate culture is based on four fundamental values: courage, team spirit, entrepreneurship and solidarity. We have chosen to place the individual and collective development of our employees at the heart of our responsibility as an employer. Our philosophy is to apply the principles of sustainable development to our own operations, with a particularly demanding policy in terms of corporate social responsibility.

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Partnership

Our goal is to be a long-term partner:
With our employees based in several countries, we believe that our relationship with our customers must be based on trust. We support them on a daily basis to build a lasting relationship based on sound advice, long-term performance and a commitment to social responsibility. Our advice to our clients is based on our unique research capabilities and proven asset management experience, as well as our high standards of service.

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Methods

It is our duty to identify market developments in time and to manage the assets entrusted to us so that they develop in the best possible way within the expected framework conditions. As part of an ongoing and open dialogue with our clients, we define individual and realistic investment objectives. The investment strategy at SVW HOLDINGS focuses on the value of the managed portfolios. We remain anchored and form our opinion on the market based on fundamental and technical parameters - regardless of short-term and often risky "fad trends". The SVW HOLDINGS team acts flexibly, is always present and close to market events. Our approach is independent and clearly defined, complemented by the specific know-how of selected partners. This is how we achieve long-lasting, top-notch performance.

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Our expertise

Integrity/Creativity
SVW HOLDINGS achieves the balance between integrity and creativity. We are uniquely creative without ever compromising honesty and integrity.
Markets
Our leaders have deep macro and micro knowledge in multifamily, retail, industrial and office; both in Core, Secondary and tertiary markets. Additionally, we have an exclusive construction and value-add division focused solely on construction financing and bridge financing.
Control
At SVW HOLDINGS and before engagement, carries out a comprehensive series of due diligence checks process. Sponsorship, guarantees, underlying credits and stress testing for health ratios are analyzed as part of our proprietary modeling software. Present our clients in a framework sophisticated and complete but simple. This feat is demonstrated by thorough pre-underwriting.
Our Team
Our team, led by highly regarded financier RICHARD ARTHUR in finance and his strategic insights into market trends, is aided by an exceptional team of highly qualified bankers and analysts serving your most demanding needs.