Independent Fund Manager, Swaen Capital

Swaen Capital

Swaen Capital is a Singapore based licensed independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers.

Our focus lies within the wealth management business, covering client relationships, financial planning, advisory, as well as discretionary portfolio management.

We have developed strategic alliances with other leading independent firms to complement and extend our offerings to clients (global hedge fund research capability, alternative investment offerings, corporate finance, fund structuring & administration, etc).

Our know-how, extensive global network and long standing presence in Asia allows us to provide a global footprint and at the same time enables us to capitalize on regional opportunities.

Independent Fund Manager

Swaen Capital is a Singapore based licensed independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers. Our focus lies within the wealth management business, covering client relationships, financial planning, advisory, as well as discretionary portfolio management. We have developed strategic alliances with other leading independent firms to complement and extend our offerings to clients (global hedge fund research capability, alternative investment offerings, corporate finance, fund structuring & administration, etc). Our know-how, extensive global network and long standing presence in Asia allows us to provide a global footprint and at the same time enables us to capitalize on regional opportunities.

Thematic (Sector/Industry)

Singapore It / Thematic (Sector/Industry)

<ul><li>The rapid development of AI technology over the past few years has posed a direct threat to the software sector, leading to a broad derating of the sector as competitive advantages are being reassessed.</li><li>This year, the development of agentic AI has threatened various SaaS companies as the viability of their business models is put to the test.</li><li>We find the risk is uneven. It is highest where customers pay for work AI can now do and where revenue scales with the number of people doing it.</li></ul>

The rapid development of AI technology over the past few years has posed a direct threat to the software sector, leading to a broad derating of the sector as competitive advantages are being reassessed.This year, the development of agentic AI has threatened various SaaS companies as the viability of their business models is put to the test.We find the risk is uneven. It is highest where customers pay for work AI can now do and where revenue scales with the number of people doing it.

Sorting the Software Sector AI Exposure, Defensibility, and Where Singapore Sits