External Asset Management

DD PARTNERS AG 

Zurich · Since 2007

The core activity of DD Partners AG is the provision of financial services, particularly in the areas of: founding and management of Swiss companies, corporate consulting, relocation to Switzerland, and real estate. The company also offers additional services, such as risk and opportunity analysis, asset valuation, and financial planning. DD Partners AG positions itself as a 'one-stop-shop' for all financial needs of its clients.

D&D SA 

Lugano · Since 2019

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.

Decalia SA 

Geneva · Since 2013

Decalia SA is a financial group that manages and advises private and institutional clients in wealth management, asset management and private markets. It provides discretionary management, advisory services and a range of UCITS investment funds (DECALIA Sicav).

Deep Field Capital AG 

Hünenberg · Since 2014

Deep Field Capital AG is a systematic asset manager focused on fully automated quantitative trading in liquid futures markets across multiple time frames and asset classes. The firm develops and operates algorithmic trading systems and offers managed trading programs.

DeFiSolutions GmbH 

Gipf-Oberfrick · Since 2021

DeFiSolutions GmbH provides professional staking, lending advisory and consulting services for cryptocurrencies and decentralized finance (DeFi). Services include setup and hosting of ETH2 validator nodes with clients retaining private keys, maintenance of redundant infrastructure including Tier IV datacenter and disaster recovery, and guidance on wallet setup, exchange accounts and lending strategies.

Delta Coaching GmbH 

Walchwil · Since 2003

The core activity of Delta Coaching GmbH is asset management, in particular independent and private asset management for clients, where the company makes buy and sell decisions on securities and other investments.

DENARIUS CONSEILS & GESTION SA 

Geneva · Since 2006

The core activity of Denarius Conseils & Gestion SA is investment consulting and wealth management for private families and investors, including portfolio management, fund selection, wealth reporting and cost analysis. The company also offers specialized services such as risk management, overlay strategies and family office services.

de PLANTA & Cie SA 

Geneva · Since 1996

The core activity of de Planta & Cie SA is the provision of services in the field of Family Office, including: wealth and company management, investment advice and management, financial planning and analysis, real estate investments, support in structuring financial products and insurance solutions, and planning and consulting in tax and legal matters. The company thus offers a comprehensive range of services for private and institutional clients to manage and develop their wealth and companies.

D & F Consult AG 

Lucerne · Since 1996

D & F Consult AG provides independent financial and tax advisory services to private clients and companies, focusing on tax, wealth and pension planning as well as comprehensive family office services. The firm also arranges and manages external financing, including mortgages and project financing, and cooperates with selected asset managers and banking partners.

D&F Vermögensverwaltung AG 

Lucerne · Since 2022

D&F Vermögensverwaltung AG provides bank‑independent professional asset management services. The service is offered to long‑standing clients of D&F Consult AG and includes selection of asset managers and custodians as well as ongoing monitoring and portfolio oversight.

Diamas Finance Sàrl 

Vésenaz · Since 2023

Diamas Finance is an independent multifamily office in Switzerland, specializing in wealth management and financial services. The company's core activities include: Asset Management, Private Equity, Real Estate, and Discretionary and Advisory Services for wealth management. The company positions itself as an independent partner for its clients, emphasizing the importance of independence and transparency in financial consulting.

Diamond Asset Advisors AG 

Zurich · Since 2011

The core activity of Diamond Asset Advisors is the advisory and management of investments in physical diamonds and related services, particularly for institutional investors, asset management organizations, family offices and qualified private investors, as well as for companies in the diamond industry. Specific services include the design and management of diamond investment vehicles, the creation and management of physical diamond portfolios, the valuation and disposal of diamond inventories, diamond grading and manufacturing, as well as strategic consulting for companies in the diamond industry.

Diamond Capital Management (Switzerland) SA 

Geneva · Since 1972

The core activity of Diamond Capital Management (Switzerland) Ltd. is independent asset management for private and institutional clients, with a focus on wealth preservation and growth.

Diaphus Asset Management AG 

Maienfeld · Since 2012

DIVAS Asset Management AG 

Zurich · Since 2016

The core activity of DIVAS Asset Management AG is the provision of asset management services, in particular the management of investment portfolios for institutional and private clients. The company focuses on developing tailored, transparent and innovative solutions for asset investment, with a strong emphasis on risk management and customer-oriented services.

DJE Finanz AG 

Zurich · Since 2001

The company's core activity is wealth management and asset management for private and institutional clients. The company offers individual wealth management, online wealth management, investment funds and other services to achieve its clients' financial goals. It has its own analysis process and an experienced team that focuses on selecting and managing investments to achieve long-term returns.

DM Invest SA 

Lausanne · Since 1999

The core activity of DM Invest SA is wealth management. The company offers a pragmatic and macroeconomic analysis-based investment strategy and focuses on the active and risk-aware management of assets. Specific services include defining investment strategies and risk profiles, actively managing investments, considering ESG criteria (environment, social and governance), pricing, consolidating bank accounts, risk analysis and management, as well as personalized customer support.

DMK FINANCE Sàrl 

Nyon · Since 2011

DMK FINANCE Sàrl is a wealth management company serving high-net-worth individuals and companies, with a focus on Eastern European clients. Services include discretionary wealth management, purchase/sale and administration of real estate, succession advice, credit negotiation, company formation and consolidated asset overviews; the firm is authorized as a portfolio manager under the Financial Institutions Act (FinIA) and is subject to prudential supervision by SO-FIT.

DOLFID FAMILY OFFICE SA 

Lugano · Since 2009

The company's core activity is independent wealth management and consulting for private and entrepreneurial assets, including the design of investment strategies, the monitoring of assets and the planning of generational succession.

Dôme Capital Partners SA 

Geneva · Since 2012

Dôme Capital Partners SA is a firm specializing in wealth management and global financial services for private individuals, families, trusts and corporations. Its core services include asset management (advisory and discretionary mandates, consolidation and reporting), global private wealth services (succession planning, legal/tax advice, structuring and dedicated funds) and corporate services (private placements, financing and capital-structure advice).