When it comes to investment and wealth management there is no “one suits all” approach. Each client has his/her own goals and objectives.
D&D SA was established in 2019 to provide worldwide High Net Worth Individuals and Families with tailor-made financial solutions, full transparency and without any conflict of interest. As the world of finance is rapidly and significantly changing, we are here to prepare our clients for the future and ensure their financial stability and multigenerational wealth transmission.
Since December 2021 D&D is a portfolio manager authorized by FINMA under Art. 17of the Federal Act on Financial Institution and it is supervised by AOOS.
The company is also member of the Swiss Association of Asset Managers ASG, granting higher standards of integrity and professionalism and affiliated to OFS Ombund Finance Suisse.

D&D SA Capital Management

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D&D SA Capital Management

Org chart

Teams

Offices

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