Dundee Wealth Management AG - Aktiengesellschaft

Services We Proudly Offer

We work closely with a network of internationally recognised tax experts and accountants.

Dundee Wealth Management AG provides comprehensive investment advice adapted to the client’s particular circumstances.

At Dundee Wealth Management AG, we recognise that every client has different goals for their finances - from buying shares through to finding tax-efficient ways to invest a lump sum or setting up a retirement plan - so we offer advice that is equally broad.

Whatever your needs, your Dundee Wealth Management AG advisor will be able to help you tap into the expertise of one of Europe's leading independent private client investment firms. You will also have the reassurance of knowing that we have no ties to any fund managers, banks or financial institutions and our advisors are free to search the whole market to find the products and services that suit your needs.

Working with Dundee Wealth Management AG allows you to tap into a wide range of investment vehicles and financial planning knowledge to find the right mix of services that will work for you.

Teaming up with one of the Europe's largest independent private client investment managers gives you access to a dedicated team and lets you tap into the wider resources and expertise of Dundee Wealth Management AG. You also have the reassurance of knowing that we can search the global financial markets to find the most suitable investments for you. This allows us to create a best-of-breed investment portfolio tailored to your circumstances and objectives.

Our Investment Managers start by learning more about your financial position and what you want your investments to achieve. They will also ask you how much involvement you wish to have in the day-to-day running of your investment portfolio. We will then work with you to create a portfolio that reflects your individual requirements.