• Global Investment Management

    Tailored to the needs of Canadian, Swiss & International clients

Canadian Clients

Swiss & International Clients


About Us

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.

Meet the Team


Beat Meier, CFA, CIM

Chairman & Chief Executive Officer

Michelle Chow, CIM

Executive Vice President

Regina Minger

Human Resources


At Dynamic Tree, we provide discretionary portfolio management and investment advisory services to Canadian, Swiss and international clients.

We provide both discretionary and advisory investment management services based on your desired level of involvement in the day-to-day decisions affecting your portfolio. Our portfolios are designed to offer you diversified exposure to global financial markets in accordance with your individual risk profile.


For a well-diversified wealth strategy, Switzerland is the ideal location from which to guard and grow your assets.

Switzerland’s reputation as a leading centre of banking and finance is well established, but what is it that continues to make the country an attractive jurisdiction for your assets?


Switzerland’s long-term political stability stems from its direct democratic system, which existed for centuries before being enshrined in the federal constitution of 1848. The Swiss franc also continues to be one of the most stable currencies in the world.


In connection with this, Switzerland is a highly prosperous nation. At the end of 2020, Switzerland’s debt-to-GDP ratio was only 42.9%, and the country’s robust economy continues to benefit from low unemployment.