Wealth Managment

The investment philosophy of DD Partners is to achieve satisfactory returns for our customers. We follow the conservative approach, focusing on proper risk management and investment diversification. Our primary objective is to protect the wealth of our clients and at the same time to ensure the achievement of long-term goals and management of short-term risks.

We design investment strategies tailored to our clients' investment profile, investment horizon and preferred currency. We do not have canned portfolio models that can attempt to bend your requirements.

Since DD Partners is not affiliated with any bank, we have the freedom to choose third-party products, such as mutual funds, by applying the "best class" principle, meeting the highest standards of quality and solvency. DD Partners is a member of the Swiss Association of Asset Managers (SAAM), a self-regulatory organization recognized by the Supervisory Authority of the Swiss Financial Market Supervision Authority (FINMA).

Our services include:

  • Determine the investment profile according to your individual investment needs
  • Development of a personalized investment strategy and portfolio composition
  • Monitoring and active portfolio management
  • Advice (second opinion) about your investment ideas
  • Negotiating remuneration with banks and the depositary
  • Provision of cash flow management services
  • Providing market information and research on various economic issues
  • Verification of the depositary transactions and accounts