Quality, Disciplined, Independent Wealth Management for Peace of Mind
Welcome to SWAN Wealth Management
We believe in helping our clients Sleep Well At Night (SWAN) by identifying attractive, risk-appropriate investment opportunities that align with their goals.
Our approach is rooted in a deep understanding of global markets, reinforced by decades of experience at the highest levels of finance.
Our Guiding Principles
At SWAN, our five guiding principles are the foundation of our clients’ long-term success:
- Long-term Partnership & Alignment of Interests: We build relationships on mutual benefit and shared success, co-investing alongside our clients for long-term growth.
- Independent: We provide conflict-free wealth management, focused solely on our clients’ best interests
- Strategic Advantage Investing: We focus on leveraging our competitive advantage in private markets, utilizing specialist insights to identify strategic, less crowded opportunities, while using low-cost index funds in listed markets to avoid below-market returns after fees. We prioritize precision in risk management and capitalize on favorable market dynamics.
- Efficiency & Cost Discipline: We maximize net returns by obsessing over costs whilst maintaining acceptable risk boundaries.
- Transparency & Trust: We prioritise transparency and accountability, upholding the highest standards of honesty, integrity, and excellence in every relationship and service.
Leadership
Steven Nathan
Chief Executive Officer
Steven has 30 years’ experience in the financial services industry and is passionate about helping people make better financial decisions and lead happier, meaningful and more fulfilling lives.
Steven is a qualified Chartered Accountant and a CFA Charter Holder.
After spending three years at EY in Johannesburg, Steven joined a stock broking firm that was subsequently acquired by Deutsche Bank. Steven spent over 10 Years with Deutsche Bank and was a Managing Director fulfilling various roles in South Africa and London including Head of SA Equity Research, Head of Global Banks Research and Head of European Banks Research & Trading. Steven was also a number #1 rated investment analyst covering the Banking and Insurance sectors. Steven was also involved in several large corporate finance transactions, including Sanlam’s sale of its investment in Absa, Sanlam’s demutualisation and Old Mutual’s BEE Transaction.
Steven left investment banking to start 10X Investments, a disruptive asset manager offering a simple, low-cost investment solution using index funds, with the mission to become the Vanguard of South Africa. Steven developed 10X’s award winning Balanced Index Funds, which have a 15-year track record of outperforming peers after fees. Steven successfully exited 10X in 2021.
Steven Co-founded SWAN Wealth Management, a fee-only, non-conflicted multi-family office. Our goal is to help clients live their best lives and Sleep Well At Night (SWAN).
Dave Murray
Chief Investment Officer
Dave is a qualified Chartered Accountant and a CFA Charter Holder. After finishing articles at Deloitte & Touche in Johannesburg, Dave joined UAL Merchant Bank as an investment research analyst. He then joined Deutsche Bank in New York to open their SA equities trading desk. After three years in New York, Dave returned to South Africa where he led the South Africa research team and took on the investment strategist role. In 2004 Dave relocated to Hong Kong to take up the position of Emerging Markets Research Head. Dave managed a team of 240 people across 21 markets.
After 16yrs at Deutsche Bank, the opportunity to help Standard Chartered Bank build an emerging markets equities business, from the ground up, proved too attractive to ignore. Dave’s role at Standard Chartered was Head of Global Research, based out of Hong Kong and then Singapore.
After 14 years in Asia, Dave returned to South Africa in 2018. After taking a year out from financial services, including filling in as Business Science teacher at St Andrew’s College in Grahamstown, Dave joined Investec in Johannesburg as the investment strategist and Head of Equity Research.
Early in 2024 Dave joined forces with his ex-Deutsche colleague Steven to co-manage and build SWAN Wealth Management. Dave is based in Portugal and is passionate about investment markets and creating value for clients through identifying attractive investment opportunities that align with their defined risk profile. He is also a keen golfer, mountain biker and fly fisherman,
Jordin Borer
Jordin Borer is a finance professional with experience spanning private equity, asset management, and insurance. He began his career at Lucid Ventures, a South African venture capital firm, where he evaluated high-growth investment opportunities. He later joined 10X Investments as a Product Specialist, helping manage low-cost investment solutions. Most recently, Jordin co-founded, a life insurance startup in South Africa.
Jordin holds a Bachelor of Commerce in Accounting and Taxation from Wits University and a Master of Science in Finance from Maastricht University in the Netherlands and the University of New South Walesin Sydney.
Solving the Complex Financial Needs of High-Net-Worth Individuals
HNW clients require expert investment advice that they can trust. At SWAN, we provide:
- Unconflicted Wealth Management: Our advice is truly independent, ensuring the best client outcomes.
- Sophisticated Global Strategies: Our tailored strategies align with each client’s specific objectives, time horizon, and risk appetite, employing a blend of the best-in-class listed,unlisted, and guaranteed investments.
Delivering Attractive Hard Currency Returns
Many South African investors face challenges with poor hard currency returns due to underperforming listed and private investments and high fees. SWAN addresses this by:
- Optimal Capital Allocation: Strategically allocating client capital between listed and unlisted investments, guaranteed products, and liquidity solutions that align with our clients’ target returns and risk appetite.
- Best-in-Class Investments: Top-tier investments, including low-cost index funds, high-return, lower risk private investments, higher-yield guaranteed products, and liquidity-focused investments.
- Private Investment Example: SWAN Private Real Estate Opportunity: Launched in March 2024, this tax-efficient, Guernsey-domiciled vehicle invests in US multi-family real estate equity and debt, targeting USD returns of 10% to 14% per annum, net of fees, with low downside risk.
- Guaranteed Income Example: USD guaranteed income return of 6%+ per annum, net of fees, for terms up to 10 years, with no bank credit risk.
Contact Us
Discover how SWAN Wealth Management can help you achieve your wealth management goals with confidence and clarity.
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