Dundee Wealth Management AG - Aktiengesellschaft

International expertise delivered globally

PORTFOLIO MANAGEMENT

Portfolio management needs to be conducted on an active and continuous basis with the ability to adapt to ever-changing market conditions. A full assessment of the client’s personal circumstances, financial objectives and time horizon has to be undertaken before a suitable investment strategy can be construed.

ADVISORY MANAGEMENT

If you prefer to make your own investment decisions and want access to professional advice, you can take advantage of our Advisory Management service. This allows you to be involved in the day-to-day business of managing your portfolio.

Investment advisory services, whereby the client makes the ultimate trading decisions, must be objective to be truly independent and compliant with The European Financial Markets Directive. Dundee Wealth Management AG is in a strong position to be supportive in the provision of technical and strategic advice.

EXECUTION ONLY

If you do not require any investment advice and are happy to make your own investment decisions, you can use the simple Execution Only service of our Stocktrade division. This facility is available via telephone or by post.

COLLECTIVE INVESTMENT MANAGEMENT SERVICE

Our Collective Investment Management service (CIMS) enables you to invest in a wider spread of investments and may potentially reduce the risk sometimes associated with holding individual shares and/or bonds. A CIMS portfolio is a practical way to invest across a broad range of investment products in the international financial markets.


Yes, banking is big – but it isn’t all banks. While Liechtenstein is known for its vibrant banking sector, high-tech manufacturing and dedication to craftsmanship has seen venerable businesses thrive as nimble global competitors. - Harbor Times

OFFSHORE SERVICES

Our base in Liechtenstein office caters to the investment needs of the international investment community. From this globally recognised centre of excellence for trusts, private banking and fund administration, our experts offer a full range of stockbrokerage and portfolio management services. These are some of the key benefits of investing offshore:

  • POTENTIAL TAX ADVANTAGES

  • ASSET PROTECTION

  • CONFIDENTIALITY

  • DIVERSIFICATION OF INVESTMENTS

Any tax advantages mentioned are based on personal circumstances and current legislation which is subject to change.

How Safe Is Offshore Investing?

Popular offshore countries such as the Bahamas, Bermuda, Cayman Islands and Liechtenstein are known to offer secure investment opportunities.

More than half of the world's assets and investments are held in offshore jurisdictions and many well-recognised companies have investment opportunities in offshore locales.

OUR APPROACH

At Dundee Wealth Management AG, we are focused on meeting the individual needs of our diverse range of clients. That means we always start by listening to you, learning about your financial position and discussing what you want your investments to achieve. Your advisor will then draw on specialist expertise from around the Dundee Wealth Management AG to ensure you are able to benefit from the blend of services you need.

This approach is backed by our commitment to employing the very best people in our industry, and giving them the tools and support they need to offer the most well-informed advice. It’s an approach that reaps rewards for our clients and has helped to make us one of Europe’s leading private client investment managers.