# SWU Group

SWU Group is a Multi Family Office based in Ultimo, Australia.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Ultimo, Australia
- **Region:** Oceania
- **Address:** Suite 38-39, Level 2 330 Wattle St, Ultimo NSW 2007 Australia
- **Founded:** 1986
- **Assets under management:** 375 (Altss estimate)
- **Website:** simonwu.com.au
- **LinkedIn:** https://au.linkedin.com/company/swu-group

## Regulatory record

- **Reports private funds:** No

## About

Simon Wu established the firm in 1986. It began as a public practice accounting business and expanded to include financial advice, estate planning and credit services. The wealth origin traces to professional accounting and planning work rather than a single operating company. SWU Group deploys capital through direct co-investments, SPVs and real estate holdings. Services cover investment management, superannuation, retirement planning, cash flow and insurance. The geographic focus remains Oceania with emphasis on Australian families. No specific portfolio holdings or external co-investors appear in public materials. The firm lists five named principals including Jonathan Wu as Executive Director and COO. It maintains the SWU Charitable Foundation. No dated operational events from the last 24 months are verifiable in available sources. SWU Group structures itself around a co-investment model that bundles accounting, advisory and credit under one entity for client families.

## Sectors

- Other

## People

- Simon Wu — Founding Chairman and Principal Financial Adviser

## Questions

### Who runs investment decisions at SWU Group?

Simon Wu serves as Founding Chairman and Principal Financial Adviser. Jonathan Wu holds the role of Executive Director and COO. Paul Harding-Davis sits on the Investment Committee.

### Is SWU Group structured as a single family office or does it operate more like a multi-family office?

Public materials describe SWU Group as a boutique multi-family office serving multiple Australian families through a co-investment and co-strategy model.

## Related profiles

- [Saffelberg Investments](https://altss.com/profile/saffelberg-investments-jos-sluys-family-office)
- [Verdi Capital](https://altss.com/profile/verdi-capital)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/swu-group

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