DuraWealth

What DuraWealth does

DuraWealth AG is a Liechtenstein-domiciled, FMA-licensed asset manager founded in 2014 and headquartered in Schaan, led by four partners with twenty-plus-year careers at institutions including Credit Suisse, BNP Paribas, UBP, Société Générale and HSBC Private Bank. The firm builds systematic equity investment solutions centered on two flagship UCITS-IV compliant index portfolios: the DW Global Disruptive Innovation Portfolio and the DW Global Resource Efficiency Portfolio, each containing roughly 30 stocks that offer transformative or eco-efficient technologies, with indices inceptioned in June 2013 and calculated daily by S&P Dow Jones Indices. The strategies are wrapped in exchange-traded products (Tracker Certificates) listed on the SIX Swiss Exchange under symbols DADHJB and DAFZJB, distributed exclusively to asset owners, qualified investors and family offices; US persons are explicitly excluded from the website.

Revenue is generated through asset management and product management fees on the two UCITS-IV compliant index portfolios and their ETP wrappers, a recurring subscription-style model. Distribution combines direct enterprise sales to professional investors, the Circle of Professionals portal, monthly PDF insights letters, and a marketplace channel via SIX Swiss Exchange-listed ETPs; marketing reaches qualified and institutional buyers through LinkedIn, X (Twitter), email and PDF thought-leadership publications. The underlying technology stack combines proprietary quantitative and qualitative investment processes with company-level IP-Portfolio assessment, augmented by an advisory relationship with an AI and data-governance specialist, supporting stated return targets of 5%-10% p.a. above the MSCI World Equity AC Index over economic cycles.

Name

DuraWealth

Legal name

DuraWealth AG

Website

https://durawealth.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

DuraWealth AG is an FMA-licensed Liechtenstein asset manager that builds systematic, UCITS-IV compliant equity index portfolios (DW Global Disruptive Innovation and DW Global Resource Efficiency) wrapping them in ETPs on SIX Swiss Exchange for qualified investors, family offices and asset owners.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Real Assets & Infrastructure ETFs (REITs, Infrastructure, Natural Resources) (FSAAAFAH)

Keywords

• Systematic equity investing
• Thematic equity indices
• Asset management services
• Exchange-traded products
• Disruptive innovation investing

Headquarters

HQ city

Schaan

HQ country

Liechtenstein

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: DuraWealth manages systematic multi-sectoral equity investment products containing listed companies that offer transformative and eco-efficient technologies. The firm charges fees for managing UCITS-IV compliant index portfolios and exchange-traded products (ETPs) including DW Global Disruptive Innovation and DW Global Resource Efficiency portfolios.
2. ETP/Tracker Certificate Management: The company manages exchange-traded products (ETPs) with symbols DADHJB and DAFZJB listed on SIX Swiss Exchange. Revenue is generated through management fees on these structured investment products.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

DuraWealth is a licensed asset manager that provides systematic global equity investment solutions through two UCITS-IV compliant index portfolios (DW Global Disruptive Innovation and DW Global Resource Efficiency), each containing 30 stocks of listed companies offering transformative or eco-efficient technologies. These portfolios are replicated via exchange-traded products (ETPs) listed on SIX Swiss Exchange (symbols DADHJB and DAFZJB) and are made available to qualified investors, asset owners and family offices with the goal of enhancing the risk/reward metrics of global portfolios.

Product overview

DuraWealth provides systematic equity investment solutions through two flagship UCITS-IV compliant index portfolios: the DW Global Disruptive Innovation Portfolio (ETP symbol DADHJB) and the DW Global Resource Efficiency Portfolio (ETP symbol DAFZJB). Both portfolios are exchange-traded products listed on SIX Swiss Exchange, each containing 30 stocks and aiming for 5%-10% annual returns above the MSCI World benchmark. The Disruptive Innovation portfolio focuses on transformative technologies (AI, genomics, automation) while the Resource Efficiency portfolio targets eco-efficient technologies for green economies. Both indices are calculated by Standard & Poor's Dow Jones.

Differentiator

Problem solved

Functional benefit

Brands

• DuraWealth Next Generation: Modern strategies with companies offering disruptive technologies while ensuring healthy living and wellbeing, including Secular Growth Equity Strategies and Tracker Certificates/ETPs.
• DW Global Disruptive Innovation
• DW Global Resource Efficiency

Products and services

• DW Global Disruptive Innovation Portfolio UCITS-IV compliant global equity index portfolio containing 30 listed companies offering disruptive technologies that reform entire industries (Smart & Digital and Green Economy). Aimed returns of over 5%-10% p.a. above the MSCI World Equity AC Index annual return over economic cycles. For qualified investors, asset owners and family offices.
• DW Global Resource Efficiency Portfolio UCITS-IV compliant global equity index portfolio containing 30 listed companies offering new technologies with large resource savings and efficiency gains for green economies. Aimed returns of over 5%-10% p.a. above the MSCI World Equity AC Index annual return over economic cycles. For qualified investors, asset owners and family offices.
• ETP Disruptive Innovation (DADHJB) Exchange-Traded Product (Tracker Certificate / AMC) replicating the DW Global Disruptive Innovation Portfolio, listed on SIX Swiss Exchange, providing professional investors direct access to the secular growth equity strategy focused on transformative technologies.
• ETP Resource Efficiency (DAFZJB) Exchange-Traded Product (Tracker Certificate / AMC) replicating the DW Global Resource Efficiency Portfolio, listed on SIX Swiss Exchange, providing professional investors direct access to the secular growth equity strategy focused on resource efficiency and green economy technologies.

Quantifiable outcome

• 85-90% of actively managed global equity funds do not beat reference indices over 5 and 10 years
• +6 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core and minor.

• S&P Dow Jones IndicescoreTechnology or Integration · 1 March 2017S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) calculates and maintains the DW Global Resource Efficiency Index and DW Global Disruptive Innovation Index under a cooperation agreement. S&P, Dow Jones, and related trademarks are licensed for use. The partnership provides credibility and independent index calculation for DuraWealth's flagship ETPs.
• DWM (DuraWealth Management)coreStrategic or Co-development Partner · 1 June 2013DWM affiliated with DuraWealth owns the exclusive property rights to the DW Global Disruptive Innovation Index and DW Global Resource Efficiency Index. DWM licenses these indices to S&P Dow Jones Indices for calculation and to DuraWealth for product development.
• Swissnex + FLminorStrategic or Co-development PartnerSwissnex and FL (Liechtenstein) partnership for innovation and research collaboration, featured on DuraWealth's Our Edge section alongside wealth management and responsible investing capabilities.

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• First Trust: First Trust is a US-listed thematic ETF sponsor with concentrated 30-40 stock strategies (e.g., NASDAQ CEA Smartphone, clean equity, water) targeting similar disruptive-tech and resource-efficiency themes as DuraWealth.
• WisdomTree Investments: WisdomTree is a global thematic ETF issuer with a strong roster of disruptive innovation, technology, and resource efficiency strategies. It is directly comparable to DuraWealth as a specialist index/ETF provider targeting transformative technology themes via listed products.
• HANetf: HANetf is a European white-label ETP platform that brings niche thematic index strategies to European exchanges, often in partnership with specialist index houses — closely paralleling DuraWealth's model of licensing systematic index methodologies into listed ETPs.
• ARK Invest: ARK Invest is a thematic asset manager focused on disruptive innovation (AI, robotics, genomics, energy storage) with publicly listed ETFs. It competes head-on with DuraWealth's Disruptive Innovation strategy for the same disruptive-tech investor segment.

Broad incumbents

• Lyxor (Amundi ETF): Lyxor (now part of Amundi) is a major European-listed thematic ETF provider with disruptive technology, robotics, and green economy strategies. It competes with DuraWealth's ETPs in the European institutional and qualified investor channel.
• iShares (BlackRock): iShares is the world's largest ETF franchise and offers broad thematic equity exposures including clean energy, disruptive technology, and automation. It is comparable to DuraWealth as a thematic index ETF provider but with vastly greater scale, distribution, and product breadth.
• Invesco (Invesco QQQ / thematic ETFs): Invesco operates a large thematic and disruptive innovation ETF lineup (e.g., Invesco QQQ, Invesco Solar, AI/metaverse themes). It is comparable to DuraWealth as a global asset manager with systematic thematic equity products, but at materially larger scale.
• UBS Asset Management (UBS ETFs): UBS Asset Management operates a UCITS-compliant ETF and index equity business with thematic capabilities, and serves the same qualified investor and family office segment in Switzerland and Liechtenstein that DuraWealth targets.
• Credit Suisse Asset Management (now UBS): Credit Suisse's former Index Development group — where DuraWealth's founder led the build-out of CHF 5B of thematic indices — is a direct historical comparator in terms of methodology, distribution channel, and product design.

Regional players

• Vontobel Asset Management: Vontobel is a Swiss-headquartered asset manager with thematic and systematic equity capabilities (e.g., Vontobel Clean Technology, Vontobel New Energy), serving the same Swiss/Liechtenstein qualified investor base as DuraWealth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/durawealth
• LinkedInlinkedin.com/company/durawealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DuraWealth