+41 22 508 30 25
+44 20 4577 1828We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice in order to help your clients devise a more secure financial future.
Choose from our wide range of Financial Planning and Investment Management solutions.
Create a secure financial future for your clients, by working with a dedicated team of Financial Professionals to provide your clients with a bespoke financial plan and investment strategy.
Help your client create a life free from financial burden. A specialist bespoke investment service for your Court of Protection and Personal Injury Award clients.
Entrust a dedicated expert to make investment decisions on behalf of your clients. We’ll monitor and adjust their portfolios to make sure they don’t miss out on appropriate opportunities or are exposed to unnecessary risks.
We have a well-established tradition of working with professional advisers and understand that the ability to match the right adviser to a client is crucial. We will work with you to build the most appropriate team around your client.
We are active participants of STEP (Society of Trust and Estate Practitioners) helping them host many of their events in the calendar. We also seek to bring the professional community together with networking evenings and thought-provoking talks.
We produce market commentary, personal finance guidance and thought leadership with contributors from various peers and subject-matter experts, helping you stay informed on key financial, investment, economic and ESG matters.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
Terms of business
You can choose to set up either an indirect or direct relationship with us to manage your clients' investments; you will need to complete the appropriate application form on this page and return this to your local contact.
You can 'introduce' your client to Dalton Steiner for your dedicated Investment Professional to work directly with your client in completing a risk profile and ascertaining your client's needs and objectives before building an investment portfolio.
We can work with you on behalf of your client, with your dedicated Investment Professional working with you to complete a risk profile and ascertain your client's needs and objectives before building an investment portfolio.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
