• SDB
  • Transparency
  • Independence
  • Acuracy
  • Trust
  • Exclusivity
  • Know-how
  • SDB

    SDB

    Independent Swiss asset management & fund distribution firm, catering for both private and institutional clients.

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  • Transparency

    Transparency

    Full reporting of portfolio assets, investment strategies and fees.

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  • Independence

    Independence

    Privately owned, no banks or other institutions as shareholders.

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  • Acuracy

    Acuracy

    Performance driven - Risk Analisys - Product Selection - Stretegic Asset Allocation - Tactical Asset Allocation - Reporting - Check & rebalancing.

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  • Trust

    Trust

    Our interests are aligned with those of our clients.

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  • Exclusivity

    Exclusivity

    As fund seeders, we can offer new opportunities and innovative products to our clients.

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  • Know-how

    Know-how

    Experience, practice, team work, coherence and vision.

Welcome to SDB

A Swiss Independent Asset Manager

SDB is a Swiss IAM - Independent Asset Management firm catering for both private and institutional clients, that is also authorised by FINMA as a fund distributor in Switzerland. SDB adheres to the Swiss self regulatory body OAD-FCT, and was founded in 2008 by Mr. Alfredo Serica to service the financial assets of the captive clients coming from Seal Consulting in Switzerland. Today, SDB puts together a team which possesses extensive market knowledge and experience in the asset management and advisory world, in a regulatory and legal framework like Switzerland that is trusted, robust and possesses high integrity.

  • Asset Management
  • Asset
    Management

    A comprehensive range of Asset Management services, ranging from Discretionary portfolio management to Advisory for specific portfolio analisys and strategies.

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  • Asset Management
  • Distribution
    Services

    Authorised from FINMA to distribute in Switzerland Collective Investment Schemes (mutual and alternative funds) to institutional clients.

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Our philosophy

"Passion, concreteness and a forward-looking vision of the future alongside every choice and every action for each day of our personal and professional lives."

Alfredo Serica - Chairman

SDB FINANCIAL SOLUTIONS