+41 22 508 30 25
+44 20 4577 1828We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.
Choose from our wide range of investment solutions to suit your client's investment objective and risk appetite.
For your clients who have more specific requirements for their investments we have a range of Discretionary Services.
For your clients who are looking for high quality active, passive or blended portfolios with a defined level of risk.
For your clients who are looking to invest directly through an Open Ended Investment Company (OEIC), seeking seeking a broad-based investment approach with a defined level of risk.
By delegating us to look after your clients’ investments on your behalf, we can make sense of those markets for you and allow you to focus on your client's holistic wealth plan.
We'll ensure independence for clients and mitigate business and regulatory risk. We can help you reduce due diligence, research, monitoring, reporting and trading, freeing up your time to focus on managing your client relationships.
We look after your clients’ investment portfolios, and make critical investment decisions on your behalf. We can react quickly to situations as they develop to make sure your clients don’t not miss out on appropriate opportunities or are exposed to unnecessary risks.
We are able to cater for a wide range of your client's investment needs, offering truly bespoke and specialist portfolios to centrally managed portfolios, enabling us to adapt to your client's evolving demands.
We seek to support you with the regulatory challenges by providing you with robust comparison of features, risk, reward and costs and provide you with the reports you require.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
Terms of business
You can choose to set up either an indirect or direct relationship with us to manage your clients' investments; you will need to complete the appropriate application form on this page and return this to your local contact.
We can interact with you either on the basis of ‘Agent as Client’, where we treat your firm as our client, or else on the basis of ‘Reliance on Others’, where the underlying client is our client. In both instances, you select an appropriate investment mandate based on your understanding of your client's needs and objectives, and at the outset and thereafter you act as our principal contact.
We can interact with you either on the basis of ‘Agent as Client’, where we treat your firm as our client, or else on the basis of ‘Reliance on Others’, where the underlying client is our client. In both instances, you select an appropriate investment mandate based on your understanding of your client's needs and objectives, and at the outset and thereafter you act as our principal contact.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
