Our advisors will work closely with you to devise strategies tailored to your specific needs and requirements. We invest globally and arrange for the custody of client assets with highly reputable financial services firms in Switzerland and abroad. As an independent firm, Dynamic Tree’s open platform is not tied to any one bank or institution. This aligns our interests closely with yours and enables us to provide unbiased advice.
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.
Discretionary Mandate: With a discretionary mandate, you delegate responsibility for the management of your portfolio to a team of dedicated experts without the worry and workload of investment decision-making and administration. You work with your personal advisor to develop a customized investment strategy, and we keep you well informed about the status of your portfolio. We strive to build portfolios that provide long term, above-average performance while at the same time keeping risk under control.
Advisory Mandate: By choosing our advisory mandate, you become part of our investment management team. You have the final say in all decisions relating to your investments, and we work closely with you to tailor the selected strategy to your goals and needs. We carry out no transactions in your portfolio without your prior approval.
Consolidated Reporting: As an additional service, we offer consolidated reporting – an invaluable service if your assets are spread among multiple banks or jurisdictions. Consolidation provides you with a bird’s eye view of your assets, facilitating investment decisions and risk management.
To eliminate potential conflicts of interest between investment management and custody roles, Dynamic Tree does not act as custodian for your assets. As a client, this provides additional protection in that there is a clear segregation of duties; more specifically, your assets will be held in custody with an independent, well capitalized financial institution of your choice.
We have developed relationships with leading financial institutions in Switzerland and abroad to act as custodians for your assets. With your investments held by a third party that answers only to you, you are assured complete transparency and security concerning your account activity.
For a well-diversified wealth strategy, Switzerland is the ideal location from which to guard and grow your assets. We look forward to hearing from you to discuss the solution best tailored to your individual needs and preferences.