DMK FINANCE Sàrl is a wealth management company serving high-net-worth individuals and companies, with a focus on Eastern European clients. Services include discretionary wealth management, purchase/sale and administration of real estate, succession advice, credit negotiation, company formation and consolidated asset overviews; the firm is authorized as a portfolio manager under the Financial Institutions Act (FinIA) and is subject to prudential supervision by SO-FIT.
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Industry:External Asset Management
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Wealth management with discretionary mandate, investment policies aimed at capital protection and regular income, tailored to each client’s wishes and discussed in detail.
Succession advice
Succession advice for private and corporate clients, as part of the firm’s wealth-management and advisory services.
Credit negotiation
Credit negotiation support within the client’s overall asset and financing structure, handled as part of individual advisory mandates.
Company formation
Establishing companies as part of the firm’s advisory services for individuals and businesses.
Real estate purchase, sale, management and administration
Purchase, sale, management and administration of real estate, offered alongside wealth-management and advisory services.
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