The core activity of CDMA is asset management, particularly the management of investment funds, discretionary asset management, consulting and private placement. The company offers personalized services to a diverse clientele and focuses on achieving top performance and cost efficiency.
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Offering
Products & services
Industry:Funds & Investment Companies
✓ Offered5
Investment fund setup
Creation and ongoing management of investment vehicles, including handling the operational arrangements and ensuring the smooth functioning of transactions on the markets.
Discretionary asset management mandate
Tailored discretionary management, with a transaction execution platform and investment models adapted to different capital sizes and objectives.
Advisory asset management mandate
Investment advice, analysis of trends, monitoring of market fluctuations and macro analysis, with daily and weekly forecasts.
Management of your banking relationship
Support for opening an account, execution and visibility of transactions, access to an online trading platform and strategic advice.
Private placement
Private placements in entrepreneurial projects, in particular multidisciplinary medical centres, 3- and 4-star hotels, and luxury real estate in Switzerland and abroad.
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