ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,814 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLausanneDM Invest SA
DM Invest SA Logo
Verified· 2 sources

DM Invest SA

Summary

About the company

The core activity of DM Invest SA is wealth management. The company offers a pragmatic and macroeconomic analysis-based investment strategy and focuses on the active and risk-aware management of assets. Specific services include defining investment strategies and risk profiles, actively managing investments, considering ESG criteria (environment, social and governance), pricing, consolidating bank accounts, risk analysis and management, as well as personalized customer support.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered3
Wealth management
Customised management mandates, analysis of the overall situation, definition of the investment strategy and risk profile, active management according to the mandate.
Active management with ESG integration
Portfolio management incorporating, depending on the client's request, environmental, social and governance criteria, with risk monitoring and tailored allocation.
Global consolidation of bank assets
Full overview of financial assets regardless of the depositing institutions, to consolidate bank assets and facilitate overall monitoring.

Knowledge

No knowledge articles yet

Once DM Invest SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

DM Invest SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank DM Invest SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of DM Invest SA to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Rue du Grand-Chêne 6
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-101.035.906
Founded
1999 · 27 years
Last commercial register change
September 17, 2025
Employees
11 to 20

Similar companies

GG
Guédon Gérance SA
Lausanne
GS
Gepolis S.A.
Lausanne
QS
QUANTEVIOUR SA
Le Mont-Sur-Lausanne
KI
Key Investment Services (KIS) SA
Morges