SwissDirekt

Investments tailored to what matters to our clients

Personalised investments built around each client to make sure expectations and financial goals are achieved.

Realising ambition. Managing risk.
Family

At SwissDirekt we understand how important it is to know your family is provided for.

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?

2003

Year of Establishment

35

Partner Banks

150

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

Asset Management

We strive to create rigorously constructed plans with the aim of maintaining and growing our clients wealth.

Family Office Services

By bringing together the right people and opportunities we are able to help our clients realise their ambitions.

Fiduciary Services

At SwissDirekt AG, we understand that our clients financial information is unquestionably confidential.

Wealth Planning

Our clients will be able to realise their ambitions in life whilst also being prepared for key life events.

Investment Advisory

This service has been developed for our clients who prefer to manage their own money but would still like to receive prudent advice from us.

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

Expertise

Our firm includes a deep bench of financial experts with a profound understanding of the intricacies of the financial world. We specialize in banking and financial structured investments across various market sectors, offering you access to exclusive opportunities and strategies that can optimize your wealth and as a priority minimize risk.