About

We are a team of professionals who have a deep knowledge of the asset management, born of years of experience to provide you with tailor-made financial services. By constantly adapting to changes in the environment we can ensure the highest standards and professional expertise you deserve.

We share the best of our expertise and extended third-party partners network with you.

Our membership in the Industry Organisation (VQF) entitles us to act as an external asset manager under the rules of the Code of Ethics and Professional Conduct recognised by the Swiss Financial Market Supervisory Authority (FINMA) and it brings the best of what is widely known as Swiss reliance.

Our ambition is to become your one-point-of-contact partner to create value in the most trustful way.

Services

WEALTH MANAGEMENT

Our role in managing your assets is to give you the best funding solution. With more than 10 years of experience in the financial sector, you are free to choose from our tailored investment strategies. Your assets are carefully kept in the most reliable Swiss banks of your choice.

Our user-friendly reporting procedure will provide you with performance metrics on a consolidated basis for any type of asset from financial instrument to real estate.

INVESTMENT MANAGEMENT

Our role combines asset management with banking solutions to offer the financing that adapts best to your requirements. We can help you access new growth opportunities from bank accounts opening and continuous support to connecting you with the right partners.

Our clients are entitled to expect controlling clarity and transparency on the progress of their asset investments from DWM. These services involve, on the one hand, the monitoring and regular control of all transactions, relating to invested assets, and, on the other hand, regular reporting on performance and risk and costs controlling. In particular:

  • Asset Allocation
  • Asset Management
  • Asset Monitoring & Supervision

BEYOND BANKING

DWM understands how important the building of trust is and aims at creating the unique partner relations with a holistic approach. With a constantly growing chain of third-party service providers, our clients enjoy a wide range of supporting assistance, including:

  • Statutory and tax accounting, rent and property management, finding new tenants, coordination of repairs
  • Any types of insurance, including life insurance, donations, inheritance
  • Profound due diligence, real estate brokerage, incorporation consultancy, trustee and other trust – related services
  • General finance – related issues such as exchange controls, funding intermediary services

Contact

Direct wealth management

Phone: +41 44 281 91 96
E-mail: office@directwealth.ch
Adress: Mittelstrasse 24, 2560 Nidau, Switzerland