Independent Swiss asset management & fund distribution firm, catering for both private and institutional clients.
Full reporting of portfolio assets, investment strategies and fees.
Privately owned, no banks or other institutions as shareholders.
Performance driven - Risk Analisys - Product Selection - Stretegic Asset Allocation - Tactical Asset Allocation - Reporting - Check & rebalancing.
Our interests are aligned with those of our clients.
As fund seeders, we can offer new opportunities and innovative products to our clients.
Experience, practice, team work, coherence and vision.
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.
A comprehensive range of Asset Management services, ranging from Discretionary portfolio management to Advisory for specific portfolio analisys and strategies.
Authorised from FINMA to distribute in Switzerland Collective Investment Schemes (mutual and alternative funds) to institutional clients.