SwissDirekt
Capital Preservation, Growth & Performance
By Hartling & Kuhn
Our focus is on delivering efficient and effective financial solutions that are tailored to our clients specific requirements. Our team of seasoned professionals are committed to helping our clients achieve their goals by offering a range of investment products and services that are customized to their specific needs.
Who We Are
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.
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By focusing on delivering sustainable, bespoke solutions to each of our clients needs, we strive to create rigorously constructed plans with the aim of maintaining and growing our clients wealth. We strongly believe that it is essential to forge strong long lasting relationships with our clients to not only understand their aims, both short and long term, but also to help them capture appropriate worldwide investments based on the current challenges they face.
What We Do
We employ a wide array of strategies tailored to each client with the intention of growing and protecting wealth. This allows us to understand the key life events our clients face and agree with them on a suitable plan of action.
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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.
Our Solutions
Asset & Portfolio Management
By focusing on delivering sustainable, bespoke solutions to each of our clients needs, we strive to create rigorously constructed investment plans with the aim of maintaining and growing our clients wealth. We strongly believe that it is essential to forge strong long lasting relationships with our clients to not only understand their aims, both short and long term, but also to help them capture appropriate worldwide investments based on the current challenges they face. Our performance speaks for itself.
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Investment Advisory
Our investment advisory service has been intrinsically developed for our clients who prefer to manage their own money but would still like to receive accomplished, prudent advice from us. We are able to discuss and agree different investment strategies that empower our clients with the requisite knowledge to make informed investments. ​We work to make investments simpler for our clients such that they feel confident and assured that they have the comprehensive understanding to invest befittingly.​​​
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Wealth Preservation & Growth
We strongly believe that with the right plan, our clients will be able to realise their ambitions in life whilst also being prepared for key life events and future changes in world economies.
That’s why we, at SwissDirekt AG, place great significance on understanding our clients aims and objectives to agree with them a well-appointed and well-considered wealth preservation and substantial growth plan, all combined through our decades of experience.
​We strive to maintain and grow our clients wealth by scrupulously considering their wealth as a whole. This enables us to have a in-depth discussions with our clients to establish which strategies would be most suitable for them.
Where to find us
SwissDirekt AG
Ägeristrasse 8,
6300 Zug
Switzerland
Tel: +41 41 710 8343
Email: info@swissdirekt.com
Web: www.swissdirekt.com
