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Investments tailored to what matters to our clients
Personalised investments built around each client to make sure expectations and financial goals are achieved.
SwissDirekt is a leading financial services provider, offering a wide range of investment solutions to clients around the world. Our team of professionals is dedicated to helping you achieve your financial goals, whether you're looking to grow your wealth, protect your assets, or plan for the future.
Who We Are?
Year of Establishment
Partner Banks
Clients Onboarded
SwissDirekt provides in-house discretionary and advisory services on investments, taking into account our clients risk profiles and requirements. Whilst our core expertise lies in investing our clients capital, with our extensive network, we also provide assistance in finding appropriate solutions with expert financial service providers (i.e. custodians, accountants, tax and immigration specialists, lawyers, fiduciaries). Whether this be for succession planning, tax planning, family relocation or for investment purposes, SwissDirekt is here to help you with your financial needs.
We Offer a Range of Services to Meet Your Needs
Our Services
At SwissDirekt, we believe in a client-centric approach that places your aspirations and financial goals at the heart of everything we do. That is why we have made it our mission to provide a distinguished level of portfolio asset management tailored exclusively to high net and ultra high net worth individuals and families. Our team of seasoned experts understands that your wealth is a product of your life’s work, and we are committed to preserving, growing, and optimizing it for future generations.
Safeguard Your Financial Assets with Trusted Professionals
What We do