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Isola Capital Asset Management Enters into Strategic Partnership with Secure Wealth Management

Hong Kong, April 3 - Isola Capital Asset Management Limited ("Isola"), a Hong Kong Securities and Futures Commission licensed and regulated asset manager across private equity investments, venture capital and liquid secondary strategies, announced today that it has completed an agreement to collaborate with Secure Wealth Management Limited (“Secure Wealth”), a Swiss and New Zealand licensed asset management platform engaged in actively managed portfolios of ETFs with ESG overlay.

The new collaboration will involve the creation of Isola Secure Wealth, which will offer Secure Wealth’s core suite of five ETF portfolios that have delivered multi-year outstanding track records to high net worth family offices and professional investors in Hong Kong, a leading global financial centre and an important gateway to the Greater China markets. Isola Secure Wealth will also customize ETF portfolios for UHNW family offices and professional investors that will take advantage of current market conditions and thematic trends to generate targeted returns superior to standalone ETF strategies, whilst providing daily liquidity to investors.

"We are very pleased to partner with Secure Wealth, which has achieved an outstanding track record with their ESG certified investment strategies that provide relative outperformance and strong liquidity to investors," said Anthony Chan, CEO of Isola. "We are proud to continue with our tradition of providing our investors with quality institutional grade asset management opportunities that are able to generate consistent medium to long-term returns."

“We are delighted to enter into a partnership with Isola Capital.  Isola is a first-rate institutional platform with deep access to the Asian investor base.  We are confident that Isola’s clients will benefit from the professional risk management and alpha generation that we have demonstrated over many years.  This partnership will significantly enhance the distribution of SWM’s ETF portfolios in the Asian region.” said James Dougall, Managing Director of Secure Wealth.


About Isola Capital
Isola Capital Asset Management, headquartered in Hong Kong, is an affiliate of Isola Capital Group. Isola is registered with the Hong Kong Securities and Futures Commission and is licensed to conduct Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activities in Hong Kong.  Isola is an institutional grade platform that provides a range of proprietary investment strategies across private equity, venture capital and liquid secondary markets. For more information, please visit our website at


About Secure Wealth Management
Secure Wealth Management (SWM) provides actively-managed ETF portfolio solutions with a full ESG overlay.  Based in Geneva and regulated in Switzerland, it has an outstanding 11-year track record, delivering significant outperformance with every ETF strategy and on every time horizon.  SWM partners with BlackRock and UBS.  SWM offers 5 core global portfolios consisting entirely of highly-liquid ETFs.  SWM's ETF portfolios provide a fully diversified, cost-effective and transparent solution within a sustainability-focused framework. For more information, please visit




SOURCE Isola Capital Asset Management.