SWU Group
Sydney (Ultimo) family-run advice firm founded 1986 by Simon Wu, calling itself a boutique multi-family office: financial advice, accounting, estate planning and credit.
Identity
- HEADQUARTERS
- Ultimo, Australia
- FOUNDED
- 1986
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
SWU Group describes itself as a boutique multi-family office built on a co-investment and co-strategy model, recommending to clients only solutions its own people are invested in. Simon Wu founded the business in 1986 as a public accounting practice; it later added financial advice (from 1993), estate planning and credit advisory (SWU Credit Advisors). It operates as SWU Financial Planning Pty Ltd, a corporate representative of AFS licensee Personal Financial Services Limited, from Ultimo, Sydney.
Investment thesis
Co-invest and co-strategy: the firm recommends solutions to clients only if its own people are invested in them, with a long-term, risk-managed approach.
People
Frequently asked questions
SWU Group is a multi family office based in Ultimo, Australia, founded in 1986.
SWU Group does not publicly state whether it puts its own money into companies or invests through funds.
Key people at SWU Group include Simon Wu (Founding Chairman and Principal Financial Adviser), Jonathan Wu (Executive Director, Senior Financial Adviser and Chief Operating Officer) and Benny Huang (Manager, Accountant (Financial Advisory)).
Yes. SWU Group manages capital from outside investors.