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DirectoryFinance & InsuranceExternal Asset ManagementLuganoD&D SA
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D&D SA

Summary

About the company

The core activity of d&d Capital Management is independent wealth management and consulting for private clients, particularly for family-owned businesses. The company offers personalized and flexible wealth management tailored to the individual needs and goals of its clients, including the development of investment strategies, portfolio management, and consulting on wealth planning issues.

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Products & services

Industry:External Asset Management
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Personalized wealth management
Personalized, flexible wealth management with a focus on costs, with portfolios built according to the client’s objectives and individual risk tolerance.
Wealth advisory
Wealth advisory for client families on defining objectives, researching opportunities in the financial markets, and building portfolios using open financial architecture.
Independent wealth management
Independent wealth management free from misaligned interests, with operational independence, risk control, and strategies based on data and scientific evidence.

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Location

Via F. Pelli 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-226.184.109
Founded
2019 · 7 years
Last commercial register change
September 30, 2025
Employees
11 to 20

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