Swiss Finance Management International Sa
- Regulatory AUM
- $59.0M
- Discretionary
- $16.3M
- Clients
- 33
- Avg AUM / client
- $1.8M
- Accounts
- 26
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | — | — |
| High net worth individuals | 26 | $59.0M | 100.0% |
| Corporations and other businesses | 1 | — | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kerry Keane Mac Manus, Leonora, Maria | Owner, Cco & Coo | Aug 2007 (19y) | 50% – 75% | |
| Mac Manus, Conor, Thomas | Owner | Aug 2007 (19y) | 50% – 75% | |
| El Khoury, Carlos | Ceo & 99% Shareholder Of Swiss Finance Management Sa The Holding Company, That Owns 80% Of Swiss Finance Management Internatio | Jan 2024 (3y) | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Commissions
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Brown Brothers Harriman & Co. $260M (76% of AUM) Mar 2021
- Deutsche Bank Ag, London Branch $25.0M (100% of AUM) Mar 2023
- Citibank $16.0M (12% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗