Strategic Wealth Preservation

What Strategic Wealth Preservation does

Strategic Wealth Preservation (SWP) is a privately held international precious metals dealer and secure storage provider founded in 2014 and headquartered in George Town, Grand Cayman. The company specializes in the acquisition and secure custody of physical gold, silver, platinum, and palladium bullion for high-net-worth individuals, family offices, trusts, companies, and wealth management professionals globally. SWP operates a Class III UL-rated vault in Grand Cayman and a 'One Account, One World' network of 12 storage locations spanning the Cayman Islands, the United States (six cities), Canada (two cities), the United Kingdom, Switzerland, Singapore, and the UAE. Storage is 100% allocated, fully segregated, and insured through Lloyd's of London (brokered by Marsh), with annual independent audits by Alfred H. Knight and ALS Global.

The company's product surface has expanded from a core dealer-and-storage franchise into a broader wealth services platform. Beyond bullion acquisition and segregated custody, SWP offers self-directed IRA storage (in partnership with Preferred Trust Company and Advanta IRA), Canadian RRSP/TFSA accounts (via Questrade, with gold/silver held at a Brinks facility in Calgary), cryptocurrency cold storage in personalized Pelican Cases, and metals-backed lending and structured products through SWP Capital — including margin loans up to 75% LTV and Precious Metals Backed Securitized Notes (PMBSN). Distribution operates through a hybrid model: 24/7 self-serve e-commerce, dedicated account managers via phone and email, an affiliate referral program paying 1%–1.5% commissions, and in-person vault inspections. Customers can take insured home delivery within the US and Canada for a flat $50 fee or route purchases into any global vault under a single account.

SWP monetizes through three primary mechanisms: transactional dealer spreads on bullion sales, recurring annual storage fees (0.40%–0.95% of holdings depending on metal and tier, with a $50 minimum quarterly), and fee-based ancillary services ($1,200/year crypto storage, $200–$275 IRA storage, interest income from SWP Capital lending, and affiliate commissions). Key strategic partnerships include The Royal Mint (authorized distribution of Britannia series and other sovereign products), LBMA affiliate membership, and operational relationships with Loomis International (global logistics), Grant Thornton (financial audit), and Refinitiv World-Check (KYC/AML compliance). The leadership team is led by CEO Mark Yaxley, with a small executive bench spanning client services, sales, finance, and IT/back-office functions.

Name

Strategic Wealth Preservation

Legal name

Strategic Wealth Preservation Ltd.

Website

https://swpcayman.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Wealth Preservation is a Cayman Islands-based private precious metals dealer and secure storage provider serving high-net-worth individuals, family offices, trusts, and companies across 12 global vault locations, offering bullion sales, segregated custody, IRA/RRSP storage, crypto cold storage, and metals-backed lending.

Ownership category

akta.pro rank

Product category

Precious Metals Storage & Bullion Dealing

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239), Other Financial Vehicles (52599)

SIC

Finance Services (6199), Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189)

akta.pro primary industry

Precious Metals & Bullion Logistics Security (BPAKAIAF)

akta.pro secondary industries

Jewelry & Luxury Goods Leasing (FSAKANAI), NFT Custody, Wallets & Asset Management (collectibles wallets, vaults, portfolio tools) (FSAPAFAF), Yield, Vaults & Asset Management (vault strategies, robo-vaults, structured yield) (FSAPAEAG)

Keywords

• Precious metals storage
• Bullion dealer
• Offshore vault services
• Precious metals IRA
• Wealth preservation

Headquarters

HQ city

Grand Cayman

HQ country

Cayman Islands

Offices13 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Precious Metals Sales: SWP acts as a dealer in gold, silver, platinum, and palladium bullion. Revenue is generated through product sales with competitive premiums over spot prices. Clients can purchase directly from SWP for home delivery or vault storage.
2. Secure Storage Services: Annual storage fees calculated as a percentage of holdings value (0.40%-0.95% depending on metal type and portfolio tier). Includes storage, insurance, annual audit, monthly statements, and client services.
3. SWP Capital - Precious Metals Margin Loans: Clients can borrow up to 75% of the market value of their gold and silver held in SWP storage. Minimum loan amount of $50,000 USD with terms from 3 months to 1 year. Interest is paid upfront.
4. SWP Capital - PMBSN Investment Products: Precious Metals Backed Securitized Notes (PMBSN) offered to investors seeking risk-free investment backed by physical precious metals with competitive returns. Interest paid upfront.
5. Affiliate Referral Commissions: SWP pays affiliates 1% commission on gold/platinum/palladium purchases and 1.5% on silver purchases referred to SWP, generating referral-based revenue.
6. Crypto Cold Storage Fees: Annual storage fee of $1,200 USD for cryptocurrency wallet/key storage in Pelican Cases, with $1,550 initial setup fee including first year storage.

Pricing tiers

Go-to-market motion2 records

Distribution channels7 records

Marketing channels7 records

Core offering

Strategic Wealth Preservation buys, sells, and stores physical precious metals (gold, silver, platinum, palladium) on behalf of individual investors, family offices, trusts, and corporations. Founded in 2014 and headquartered in the Cayman Islands, the company offers segregated offshore vault storage under multiple named plans, bullion dealing with transparent pricing, and precious-metals Individual Retirement Account (IRA) custodial arrangements. The offering is centered on secure long-term custody in a politically and legally stable jurisdiction.

Product overview

SWP is an international precious metals dealer and secure storage provider headquartered in the Cayman Islands, offering a unified platform for acquiring and securely storing precious metals. The core offering centers on a comprehensive precious metals bullion portfolio (gold, silver, platinum, and palladium) available for direct purchase and global secure storage. Storage services are delivered through the Secure Segregated Storage product, providing 100% allocated and insured storage across seven global vault locations. The platform extends its functionality through complementary modules: Self-Directed IRA and RRSP/TFSA storage for retirement accounts, Crypto Cold Storage for digital assets, SWP Capital for metals-backed borrowing and investing (PMBSN), secure logistics/shipping services, and an affiliate referral program. Clients can also access a full range of account types (Individual, Joint, Business, Trust, Foundation, Trading, Crypto Wallet) and purchase directly for home delivery or vault storage. The 'One Account, One World' concept enables single-account access to the global precious metals network.

Differentiator

Problem solved

Functional benefit

Products and services

• Precious Metals Storage Long-term segregated custody of physical gold, silver, platinum, and palladium in audited Cayman Islands vaults under multiple named storage plans for individual investors, family offices, trusts, and corporations.
• Precious Metals Dealing Physical bullion trading (purchase and sale) of gold, silver, platinum, and palladium, with delivery into or out of SWP segregated vault storage.
• Precious Metals IRA Self-directed Individual Retirement Account holding IRS-approved physical bullion, with offshore segregated storage arranged by Strategic Wealth Preservation in coordination with a U.S. self-directed IRA custodian.
• Asset Repatriation and Logistics Insured, tracked logistics for transporting client bullion to or from SWP's Cayman Islands vault, including repatriation of metal from prior custodians.

Quantifiable outcome

• Storage fees as low as 0.40% per annum for gold holdings above $1,000,000
• +3 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

18 partnerships are on record, tiered flagship, core and minor.

• The Royal MintflagshipStrategic or Co-development Partner · 1 January 2024Official partnership announced in 2024 making SWP an authorized distributor of The Royal Mint's gold and silver bullion products. Provides clients direct access to Britannia series coins and other Royal Mint products with advanced security features and tariff-safe importing to Cayman Islands.
• London Bullion Market Association (LBMA)coreStrategic or Co-development PartnerLBMA affiliate member. SWP's vault operations are guided by LBMA standards and the company is featured in LBMA's The Alchemist publication. Vault Manager is LBMA certified.
• Preferred Trust CompanycoreStrategic or Co-development PartnerIRA custodian partnership enabling American investors to purchase and store precious metals in self-directed IRAs. SWP can serve as both dealer and depository for IRA accounts.
• Advanta IRAcoreStrategic or Co-development PartnerIRA custodian partnership enabling American investors to purchase and store precious metals in self-directed IRAs with over $1.7 billion in client assets.
• QuestradecoreChannel Partner/ Reseller/ DistributorPartnership with Canada's leading online broker allowing Canadian investors to purchase precious metals and hold in RRSP and TFSA registered accounts. Gold/silver stored at Brinks facility in Calgary, Alberta.
• MarshcoreOthersGlobal insurance broker providing comprehensive precious metals insurance underwritten by Lloyd's of London. Insurance includes theft, fire, natural disasters, employee infidelity, and mysterious disappearances.
• Loomis InternationalcoreOthersLogistics partner for international high-value cargo transportation. Loomis provides fully insured shipments in 110 countries for precious metals moving to and from SWP facilities.
• AIB Express LogisticsminorOthersInternational and domestic valuables shipping services with 40 years of experience in the valuables logistic and secure transportation industries.
• Grant ThorntoncoreOthersFinancial audit services providing independent audit services for SWP's financial statements in compliance with Cayman Islands statutory requirements.
• Alfred H. KnightcoreOthersIndependent auditor for physical precious metal holdings, providing trust and certainty through quality and quantity assessment of storage facilities.
• ALS GlobalcoreOthersIndependent inspection and analysis services for all precious metal and base metal bearing materials in SWP's custody.
• Refinitiv (World-Check)coreOthersKYC/AML screening services using the World-Check Risk Intelligence database to help SWP comply with mandatory KYC, anti-money laundering, and countering the financing of terrorism legislation.
• Scottsdale MintminorOthersApproved distributor of Scottsdale Mint bullion products. ISO 9001-2008 certified company producing IRA-approved bullion coins and bars.
• Asahi RefiningminorOthersApproved distributor of Asahi Refining precious metal assaying, refining, and bullion products with nearly 200 years of industry experience.
• National Coin and Bullion Association (NCBA/ICTA)minorStrategic or Co-development PartnerIndustry association representing rare coins, paper money, and precious metals industry. NCBA proposes beneficial laws/regulations and educates dealers on compliance.
• IPMIminorStrategic or Co-development PartnerInternational Precious Metals Institute serving as global platform for the precious metals community with regional chapters, seminars, and annual conference.
• Singapore Bullion Market Association (SBMA)minorStrategic or Co-development PartnerNon-profit member organization representing the precious metals industry in Singapore including bullion banks, exchanges, refineries, and trading firms.
• Cayman FinanceminorStrategic or Co-development PartnerNon-profit membership organization representing the financial services industry in Cayman Islands with over 100 member entities.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• JM Bullion: Major U.S.-based online precious metals retailer offering gold, silver, platinum, palladium, and IRA-eligible products with home delivery. Comparable on the dealer and IRA-storage side, though focused on U.S. delivery rather than offshore vault custody.
• SchiffGold: U.S.-based precious metals dealer and IRA custodian focused on retail gold/silver sales with affiliated storage. Comparable on the dealer and IRA side, particularly in narrative-driven retail marketing, though SchiffGold relies on third-party storage rather than operating its own offshore vault.
• APMEX: One of the largest U.S. precious metals dealers, offering gold, silver, platinum, and palladium bullion sales with IRA-eligible products. Comparable as a bullion dealer serving retail and IRA customers, though APMEX is U.S.-domiciled and lacks SWP's offshore vault proposition.
• BullionVault: Online precious metals trading and allocated storage platform with vaults in Zurich, London, Singapore, Toronto, and New York. Directly comparable as a global digital precious metals dealer with recurring storage fees — BullionVault operates at much larger AUM scale but serves the same retail HNW/accredited-investor buyer.
• GoldMoney: Jersey-based online precious metals dealer and vaulting service offering allocated segregated storage across multiple jurisdictions with optional peer-to-peer lending. Closest direct competitor in terms of global multi-vault platform, recurring storage revenue model, and HNW customer focus.
• Kitco: Long-established precious metals dealer, refiner, and storage provider with global vault facilities. Comparable as a full-stack precious metals dealer and storage provider, though Kitco's vault network and brand are more retail/U.S.-focused than SWP's offshore HNW positioning.

Others

• Loomis International: Global cash-in-transit and valuables logistics provider that handles SWP's international precious metals transportation. Comparable as a precious metals logistics infrastructure participant, but operates as a transportation/insurance vendor rather than a competing dealer.

Broad incumbents

• Sprott (precious metals / U.S. Money Reserve): Specialized precious metals investment manager offering physical bullion trusts, streaming/royalty, and direct retail sales via Sprott Money. Comparable as a precious metals investment platform with vaulting capabilities, though Sprott operates as a much larger diversified investment manager.
• Brink's (precious metals division): Global secure logistics and vaulting giant with extensive precious metals storage and transportation capabilities. Brinks serves as SWP's Calgary vault partner via Questrade — comparable as a vault/logistics infrastructure provider, but operates as a broad incumbent rather than a retail-facing dealer.

Emerging players

• Vaulted (by Awini): Digital fractional precious metals platform offering low-fee allocated gold and silver ownership with buyback liquidity. Comparable as a modern digital precious metals platform targeting younger and self-directed investors, competing for the same HNW / self-directed buyer as SWP but with a lower minimum-barrier digital UX.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@SWPCayman
• Xx.com/swpgold
• Facebookfacebook.com/swpcayman
• LinkedInlinkedin.com/company/strategicwealthpreservationcayman

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Strategic Wealth Preservation