External Asset Management

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      At SDM, we offer a range of private banking services tailored to your financial objectives. Whether you like to fully delegate your investments or prefer to have a hands-on approach, SDM is there to guide you by understanding your investment requirements.
About us
- - - About SDM
      
      SDM is a family-owned investment company specialised in private banking services for individuals, families and businesses in a secure and favourable manner to preserve wealth for the next generations.
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SDM Clients

A TRUSTED FINANCIAL PARTNER

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.

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Private Banking

About SDM

External Asset Management

A TRUSTED FINANCIAL PARTNER

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

Le Point Financier Magazine 2024 n°2

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