We are an independent investment management firm catering to high-net-worth and ultra-high-net-worth individuals and families who wish to preserve and grow their wealth.

We are based in Switzerland, a politically stable and safe jurisdiction with access to a global investment platform and world-class expertise. This enables us to address the investment management needs of clients who wish to achieve greater international diversification in their investment portfolios.

Philosophy

Our investment activities are guided by a long-only investment approach with the goal of generating long-term growth and capital preservation. Our independence provides us with a fresh and unbiased perspective. This allows us to independently evaluate all kinds of investments and research to provide our recommendations and implement the solutions. We value honest and transparent communication that inspires our innovative employees to create superior results. Our investment professionals are focused on helping our clients achieve their goals.

Experience

At Dynamic Tree Asset Management, we have brought together a team of investment professionals with complementary skills and with decades of experience in the areas of wealth and investment management. Each of us has worked closely with high-net-worth and ultra-high-worth individuals and families from around the world, with a focus on North America and Europe. The breadth and depth of our in-house expertise, in collaboration with leading external tax and legal professionals, can be drawn upon to find solutions for the needs of even the most sophisticated clients.