Securing family wealth for your heirs in a secure and favorable manner is one of the primary reasons individuals, families and even businesses call upon private banking services.

About you

About you

You have worked hard to get where you are in life, and you want to secure that position and preferably improve. But you don’t have the time or experience to deal with investments, inheritance law, etc. The time has come to look for stable and trustworthy partner.

You look for a financially secure partner whom you can trust to manage your assets, preferably also an experienced partner with a team of committed professionals mastering the right competences and who understand your true wishes and needs.

You expect a flexible approach and excellence in advice, portfolio management, administration and reporting.

Here is what you expect and we can offer:

  • A flexible approach
  • Excellent advice
  • Portfolio management
  • Administration
  • Reporting and consolidation

SDM welcomes you, and here is why.