SDM is a family-owned asset management company specialised in private banking services.
Make an appointment
Preserving wealth for the next generation in a secure and favourable manner is one of the primary reasons individuals, families and businesses call upon SDM’s private banking services.
SDM offers bespoke private banking services designed to meet the needs of high-net-worth individuals and corporates.
At SDM, we strive towards building trustworthy relationships that transgress generations.
Tailored investment solutions and a transparent investment approach and fee structure set SDM apart.
Trust. Experience. Continuity.
We build our relationships on a few corner stones that matter greatly.
SERVICES
Discretionary Asset Management
We look after your wealth and manage your portfolio carefully in line with your requirements and risk profile.
External Asset Management
As a trusted financial partner, we assist you by managing your investment portfolio at the financial institution of your choice.
Advisory Services
As an experienced investor you would like to receive expert advise on investments but prefer to take the final decision yourself.
Execution-only Mandates
You are a passionate investor that makes independent financial decisions. SDM can act as your broker.
NEWS
06/2024
Inflation, deflation and stagflation
An closer look at inflation, deflation, and stagflation in the economy and their implications for investment portfolios.
02/2024
What about gold?
Marsel Paraev, Senior Portfolio Manager with SDM Private Banking sheds his light on investing in gold.