Investment
Built to preserve, designed to grow.
At Swiss Sure, we help clients preserve and grow wealth over generations. By embedding institutional-grade investments within life insurance policies, we align each strategy with the client’s unique goals and principles.
Swiss Sure global investment strategies.
Our flagship investments for long-term, globally minded investors.
We provide access to a diversified suite of institutional-grade investment strategies through flexible and regulated structures. Clients can gain exposure to distinct opportunities across actively managed certificates (AMCs), funds and private equity vehicles, each designed with specific objectives - whether capital preservation, growth, or a balanced outcome.
With a focus on long-term value creation and downside protection, our multi-strategy approach enables investors to tailor their participation according to their unique financial goals and risk appetite.
Institutional-Grade Strategies Across Key Market Segments
Fixed income strategy
For clients seeking stability and preservation of capital, our fixed income allocation focuses on high-quality issuers across developed markets. This strategy is intended to offer consistent yield with a conservative risk profile — ideal for wealth preservation and income-focused objectives.
Balanced strategy
Designed for clients who value both capital growth and income, the balanced strategy offers a dynamic mix of equities, bonds, and alternative assets. It seeks to optimize performance while managing volatility through thoughtful, active asset allocation.
Private equity strategy
For qualified investors with a long-term horizon, we offer access to select private equity opportunities globally. This strategy targets private market investments that align with legacy-focused, multi-generational portfolios, providing growth potential beyond traditional markets.
Emerging markets strategy
With a particular focus on India and select frontier markets, this strategy seeks to capture long-term growth potential in some of the world’s most dynamic economies. Investments are made through structured and regulated channels, leveraging strong bilateral relationships, to access opportunity while managing risk.