SwissDirekt AG is a Portfolio & Wealth Management Firm headquartered in Zug, Switzerland with global reach, and with a successful operational history dating back over 20 years to our establishment in 2003. We are licensed by the Swiss financial banking regulator FINMA and supervised by OSFIN, authorizing us to provide services in portfolio and wealth management services, as well in family office management and structured alternative products. Acquiring this license necessitates that our asset managers showcase the presence of robust risk management protocols and internal controls, coupled with substantial equity capital.

 

Our esteemed clientele includes private individuals (in particular HNWI and UHNWI), family offices, and corporate entities, all of whom have absolute confidence in our unwavering dedication, trustworthiness, transparency, and steadfast integrity. Our unyielding commitment is exclusively tailored for a select group of entrepreneurs and international families who are striving for outstanding performance, a positive influence, sustainability, capital perseverance and exceptional growth in their investments. They are in pursuit of cutting-edge global expertise and peace of mind when making decisions related to their wealth.

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Confidentiality & Trust

At SwissDirekt, we recognize that the management of high net worth assets goes beyond just financial expertise; it hinges on the bedrock principles of trust and confidentiality. These principles are not just core values for us; they are the foundation of our relationship with each client. We combine these values with over 200 years of combined experience of asset and wealth management, wealth protection and preservation globally, within Switzerland in particular. 

Experience​

High net worth individuals and ultra high net worth individuals often have intricate financial landscapes, which include diverse assets, investments, and holdings. We fully understand the sensitive nature of this information. Rest assured that all your financial data, from various account balances to investment strategies, is treated with the utmost discretion. We have rigorous security measures in place to protect your information from unauthorized access and breaches.

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Accountability

We respect your need for privacy. Your identity and financial affairs will always remain confidential. We take great care to ensure that your personal and financial information is accessible only to authorized personnel who require it to serve your interests.