Dynamic Tree Asset Management AG is an independent investment manager for high net worth individuals and families wishing to diversify internationally. In addition to our asset management expertise and services available to clients from around the world, we offer a specialized platform tailored to the needs and requirements of Canadian residents.
Headquartered in Switzerland, Dynamic Tree is one of only a select group of financial firms outside of Canada registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Ontario and Québec with regulatory authority to provide financial advice to residents of Canada. Being located in the centre of Europe gives us a competitive advantage by allowing us to address the asset management needs of clients who wish to achieve greater international diversification in their investment portfolios. We aim to help clients improve the risk and return profile of their investment portfolios and protect, as well as grow, assets over the long term.
Dynamic Tree is a private company with a large portion of the shares owned by the directors and staff. As owners and investors in the business, our interests are closely aligned with those of our clients. Further alignment of interests is achieved by being a ´fee-only´ firm: we decline any kind of payment from third-party service providers such as trailer fees, upfront selling commissions, and any other fees that could bias our investment decisions.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Speerstrasse 12a, Wilen,schwyz 8832,switzerland
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- dynamictree.com
- HQ
- Wilen, Schwyz
Dynamic Tree Asset Management Ag Questions
Dynamic Tree Asset Management Ag's website is dynamictree.com
Dynamic Tree Asset Management Ag's LinkedIn profile is https://ch.linkedin.com/company/dynamic-tree-asset-management-ag
Dynamic Tree Asset Management Ag has
7 employees.
View email and phone details for 7
employees at Dynamic Tree Asset Management Ag.
Dynamic Tree Asset Management Ag's industry is
Investment Management
Dynamic Tree Asset Management Ag's top competitors are
Amcs Asset Management & Consulting Services,
Amv Asset Management Verification Consulting Gmbh,
E.t.i. Asset Management Ag,
Sim Research Institute Ag,
Itst Llc,
Emhy Asset Management,
Ffp Asset Management,
Re Asset Management,
Redrock Asset Management Gmbh,
Capital Gate Group.
Dynamic Tree Asset Management Ag's categories are Investment Management
Dynamic Tree Asset Management Ag's founding year is 2010
