SWU Group

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SWU Group Overview

Type

Multi Family Office

Year Founded

1986

General Information

SWU Group is a multi-family office headquartered in Ultimo, Australia. Founded in 1986 by accountant and adviser Simon Wu, the firm traces its wealth origin to professional accounting and financial planning services. It provides integrated investment management, tax, estate and credit advisory to preserve and grow capital for multiple generations—delivering stewardship across the full family balance sheet.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
2219, Ultimo, NSW, AU, Suite 38-39, Level 2, 330 Wattle St

Portfolio & Notable Allocations

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