External Asset Management

Looking for a financial partner for managing your
investment portfolio at the financial institution of your choice?

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Many of our private and institutional clients are well settled with a financial institution of their preference. Often, they are confronted with few investment options or with a strategy that does not match the expectations. In this case, you can come to us for external asset management.

We manage external accounts for individuals, institutions, funds (SIF, UCITS) and Life insurance policies at a selection of prime deposit banks and insurance companies.

Together, we define your investment objectives and risk requirements.
Your portfolio can be consulted 24/7 on our online banking platform.

At SDM, we strive towards long-term relationships
and commitments that benefit all parties involved.

Make an appointment