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DirectoryFinance & InsuranceFinancial ServicesMendrisioDSVALUE AG
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DSVALUE AG

Summary

About the company

DSVALUE AG is a consultancy that provides client advisory services on certificates and operates the Certificate Strategies portal. It advises on short-term certificates with monthly coupon structures, offers strategies to optimize currency risk, supports asset managers and funds with complex strategies, and provides technical training; it is registered in Reg‑Fix (art. 6 LSerfi).

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Certificate Advisory
Certificate advisory with analysis of risk profile, overall portfolio, objectives and operating cash flows, plus selection of suitable structures for short- and very short-term investments.
Currency Certificate Advisory
Advice on certificates and other currency instruments to optimize foreign-exchange risk for companies.
AMC and Fund Management Support
Support for managing AMC and funds with complex strategies through a team of analysts.
Technical Client Training
Technical training for clients with dedicated training plans to strengthen understanding, awareness and trust around certificates.
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Location

Via Giuseppe Motta 3
6850 Mendrisio

At a glance

Legal form
Corporation
UID
CHE-240.912.747
Founded
2019 · 7 years
Last commercial register change
June 28, 2023
Employees
1 to 10

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