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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzDynamic Tree Asset Management AG
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Dynamic Tree Asset Management AG

Summary

About the company

Dynamic Tree Asset Management AG is an independent investment management company specializing in wealth management for high net worth individuals and families. The company's core activity is the investment and management of assets for clients from Canada, Switzerland and international markets, with the goal of preserving and increasing wealth.

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Products & services

Industry:External Asset Management
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5
Discretionary asset management
Discretionary asset management for Canadian, Swiss and international clients; individually tailored investment strategies, globally diversified portfolios, managed according to the risk profile.
Investment advisory
Investment advisory for Canadian, Swiss and international clients; advice with varying involvement in daily investment decisions and portfolios tailored to the personal risk profile.
Consolidated reporting
Consolidated reporting on assets held with multiple banks or in different jurisdictions; overall view of assets to support investment decisions and risk management.
Services for intermediaries with Canadian clients
Support for banks, independent wealth managers, trustees and board members of foundations with Canadian clients; compliant investment management solutions and collaboration when licences or expertise are lacking.
Custody and clearing
Processing via independent custodial banks; opening and maintaining accounts, custody of cash and securities, execution, clearing and settlement of transactions.

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Location

Churerstrasse 47
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-115.766.229
Founded
2010 · 16 years
Last commercial register change
April 17, 2024
Employees
11 to 20

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