FORTWORTH
Wealth Management Advisory
STRATEGIC OVERSIGHT FOR COMPLEX WEALTH
Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk management, with a distinct focus on computational finance.
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Fortworth advises sophisticated private clients, family offices, and institutional decision-makers on the structure, supervision, and strategic refinement of complex portfolios.
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As wealth becomes more substantial, more fragmented, and more exposed to competing agendas, the requirement is no longer access.
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It is judgment.
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Not more products.
Not more activity.
Not more financial choreography.
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But clearer strategy, stronger architecture, tighter risk control, and independent oversight applied with discipline.
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Fortworth is designed for the point where complexity begins to compromise clarity, coherence, and control.
WHAT WE DO
​WEALTH MANAGEMENT ADVISORY
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Independent strategic oversight across complex portfolios, capital structures, and evolving wealth requirements.
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INVESTMENT STRATEGY
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Strategic asset allocation and investment frameworks shaped by objectives, constraints, liquidity needs, governance, and long-term capital priorities.
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RISK MANAGEMENT
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Risk frameworks designed to preserve capital, control drawdowns, and strengthen resilience across changing market regimes and periods of dislocation.
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PORTFOLIO STRUCTURING
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Disciplined portfolio architecture balancing opportunity, protection, implementation quality, and coherence across the full allocation.
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MULTI-BANK AND MULTI-MANAGER OVERSIGHT
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​Independent supervision across banks, custodians, external managers, and third-party providers to maintain consistency, discipline, and strategic alignment.
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COMPUTATIONAL FINANCE
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Advanced modelling, scenario analysis, and quantitative diagnostics designed to deepen portfolio intelligence, refine risk assessment, and strengthen decision-making under uncertainty.
Selected strategies informed by this work have also been implemented through institutional investment vehicles, including an Actively Managed Certificate issued by Julius Baer.
WHY CLIENTS ENGAGE FORTWORTH
Clients engage Fortworth when complexity begins to erode clarity.
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As capital grows, portfolios often become harder to read, harder to coordinate, and harder to challenge with genuine independence. Multiple banks, external managers, layered structures, and competing agendas can create activity without coherence.
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At that point, the issue is rarely access.
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It is whether wealth is being seen properly, structured properly, and supervised properly.
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This is the point at which conventional wealth management often becomes insufficient.
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Fortworth is engaged where capital requires independent judgment, structural coherence, and disciplined oversight.
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Its value becomes most evident where clients require:
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INDEPENDENT JUDGMENT
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Advice free from product incentives, institutional bias, and fragmented decision-making.
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STRATEGIC COHERENCE
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A clearer framework across portfolios, mandates, liquidity needs, governance, and long-term capital priorities.
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RISK DISCIPLINE
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A more rigorous approach to drawdown control, resilience, and the supervision of risk across changing market conditions.
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​ARCHITECTURAL OVERSIGHT
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A higher standard of portfolio construction, implementation review, and alignment across banks, managers, and structures.
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QUANTITATIVE DEPTH
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Advanced analytical tools where complexity, uncertainty, and the quality of decisions require more than conventional wealth management.
WHEN FORTWORTH MATTERS MOST
Fortworth is particularly valuable when wealth requires a more exacting level of supervision.
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This is often the case when:
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Assets are held across multiple banks, custodians, or external managers.
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Portfolios have grown more complex over time without a unifying strategic framework.
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Capital preservation, governance, and risk control have become more important than product selection alone.
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A family, entrepreneur, or institutional decision-maker requires a more independent view of portfolio structure, manager alignment, and implementation quality.
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Significant wealth calls for stronger coordination between strategy, risk, and execution.
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Quantitative analysis can improve the understanding of portfolio behaviour under stress, transition, or uncertainty.
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In such situations, access is not the differentiator.
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Judgment is.
Structure is.
Oversight is.
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That is where Fortworth is designed to add enduring value.
HOW FORTWORTH WORKS
Fortworth approaches complex wealth through a disciplined advisory framework.
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We assess the full structure of the portfolio, define the strategic logic of the allocation, supervise alignment across external relationships, and refine the framework as conditions evolve.
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The purpose is clear: to ensure that complexity remains governed, coherent, and strategically controlled rather than merely accumulated.
PROFESSIONAL NETWORK
Over many years, Fortworth has cultivated a high-calibre network of specialist expertise across the Swiss financial and advisory landscape.
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This includes established relationships with highly qualified professionals in legal, tax, fiduciary, and financial matters, as well as longstanding familiarity with leading Swiss banking institutions.
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Where a client situation requires it, Fortworth can coordinate the appropriate external expertise around the portfolio or broader wealth structure, while remaining fully independent at the centre of strategic judgment.
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The result is access to high-quality specialist capability without compromising clarity, independence or discipline through unnecessary bureaucracy, product influence, or institutional dependency.
OUR PERSPECTIVE
Meaningful advisory begins with independence.
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Independence of thought.
Independence from product agendas.
Independence in the assessment of strategy, risk, and portfolio construction.
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For sophisticated capital, judgment matters.
Oversight matters.
Architecture matters.
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Because complex wealth does not benefit from more motion.
It benefits from better decisions.
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That standard defines how Fortworth approaches portfolio strategy, risk control, and the independent supervision of complex wealth.
LEADERSHIP
GIUSEPPE DI MARCO
FOUNDER & CEO
Giuseppe Di Marco founded Fortworth AG in 2014 following more than two decades of experience across asset management and wealth management, spanning portfolio management, quantitative analysis, risk management, and advisory for private and institutional clients.
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Before establishing the firm, he worked with leading financial institutions, including nearly a decade at UBS. That experience provided first-hand insight into the standards, structures, and dynamics of a major Swiss banking institution, before leading him to establish an independent advisory practice built on strategic judgment, rigorous portfolio architecture, and disciplined risk supervision.
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He holds a Master’s degree in Economics from the University of Trento (Italy), is a Certified Wealth Management Advisor, and is registered in the client advisor register operated by BX Swiss AG.
REGULATORY & PROFESSIONAL STANDING
Fortworth’s advisors are registered in the client advisor register operated by BX Swiss AG, a Swiss stock exchange regulated under the Financial Market Infrastructure Act and supervised by the Swiss Financial Market Supervisory Authority FINMA.
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Fortworth AG is a member of the Swiss Association of Wealth Managers (SAM | VSV | ASG) and is affiliated with the Verein Ombudsstelle Finanzdienstleister (OFD), recognised by the Federal Department of Finance.
WHO WE SERVE
HNWIs, UHNWIs, family offices, and institutional decision-makers seeking a higher standard of independent oversight, portfolio strategy, and risk control.
CONTACT
Swiss Wealth Management Advisory.
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For qualified private and institutional enquiries, we invite you to contact us directly and in confidence.
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Arrange a confidential discussion.
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Independent judgment. Strategic oversight. Exacting standards.