Wealth Management Services

The DJE group is independent. The objective expert advice we offer to our clients is free of any outside influence (e.g. by a parent company). Since 1974, our customised investment strategies have focused solely on the investment objectives, requirements and risk tolerance of our clients.

The cornerstone of our wealth management service is a value-oriented investment approach that at the same time focuses on absolute returns. In addition, we utilise behavioural finance principles.

The combination of these factors has resulted in above average returns for our client's portfolio over many years. Wealth management has different requirements based on the size of the investment. We therefore offer you from an investment sum of

This differentiation should be understood neither as hard-and-fast nor as being related to quality of service, since it is solely necessitated by the fact that the possibility to economically allocate the client’s portfolio across individual investments is directly related to its size.

As a member of the Swiss Association of Asset Managers (SAAM / VSV), we have made a formal commitment to consistently provide the highest standards of service. The Association’s Code of Ethics and Professional Conduct of governance demands that all decisions be made exclusively in the client’s interest.

For wealth management, we work with the following custodians:

Every client is allocated a dedicated investment advisor, who is responsible for an optimal investment approach.

Our excellent staff retention and high commitment level secure that continuity and reliability of our service. Good performance and quality of service have enabled us to win the trust of ever-more investors, both private and institutional.