Dundee Wealth Management AG - Aktiengesellschaft

DWM AG

Dundee Wealth Management AG as a Financial Centre

A number of stock brokerage firms have come together over the years to establish what Dundee Wealth Management AG is today.

Why Dundee Wealth Management AG

Dundee Wealth Management AG offers a complete investment management and financial planning service tailored to meet the needs of investors and corporations alike. We are one of Europe's premier independent private client investment managers and have stood the test of time.

VIRTUALLY TAX-FREE GROWTH

Your investment won’t be taxed year on year (like an onshore investment), apart from some withholding tax that can’t be recovered on certain funds.

INHERITANCE TAX PLANNING

You can choose to put your investment in trust. This can help reduce, or avoid, taxes that have to be paid when you die and pass on your wealth.

ASSET PROTECTION

Offshore centers are popular locations for restructuring ownership of assets. Through trusts, foundations or through an existing corporation individual wealth ownership can be transferred...

INSTITUTIONAL BUYING POWER

Many providers are able to negotiate preferential terms on the assets available for investment. This saves you more money than if you invested direct.

DIVERSIFICATION OF INVESTMENT

Offshore investment companies generally offer access to a range of assets not available to traditional investment companies. You and your advisor can...

CONFIDENTIALITY

Many offshore jurisdictions offer the complimentary benefit of secrecy legislation. These countries have enacted laws establishing strict corporate and banking confidentiality.

We make it better

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.

The 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.

PORTFOLIO MANAGEMENT

Portfolio management needs to be conducted on an active and continuous basis with the ability to adapt to ever-changing market conditions.

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.

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...