Personal Portfolio Service
A simple way to benefit from our investment expertise. We've created a range of funds to suit different investor profiles - from the most cautious to the more adventurous.
+41 22 508 30 25
+44 20 4577 1828
+41 22 508 30 25+44 20 4577 1828A simple way to benefit from our investment expertise. We've created a range of funds to suit different investor profiles - from the most cautious to the more adventurous.
Investing with us — or transferring investments from other providers into our funds - is straightforward. Supported by our strong investment culture and extensive resources, you'll benefit from:
Our funds are well suited to those seeking professional investment management delivered cost-effectively and backed by high standards of service. They can help you work towards a wide range of objectives, including:
We combine active, passive and direct investments, which means we're always focusing on achieving the best outcome for you and your investment goals.
Our fund managers are supported by the experience and expertise of our in-house research analysts and a wide range of external market resources.
Whether you're a cautious investor or more adventurous, there's a fund in the range to match your attitude to risk and financial goals.
We spread your money across a range of asset classes, sectors and global regions to build a truly diversified portfolio which helps to reduce risk.
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.
There's a great deal to consider when creating and putting your investment strategy into action. We've brought everything together into these five key stages:
It all starts with a conversation – this will give you the opportunity to tell us more about your situation and what you'd like to achieve. We take this time to get to know you, your aspirations and your long-term goals, so we understand what you would like to achieve from your bespoke investment portfolio.
We're happy to work with you or we can arrange a meeting with our specialist Financial Planners to build a broader plan. Alternatively, we can work with your existing Financial Adviser if you have one.
Providing high quality service to our clients
are satisfied with Dalton Steiner's day-to-day activities managing their wealth
Respondents from our 2024 Investment Management Private Client Survey.
Our investments have done very well with Dalton Steiner. We have found them to be consistently reliable and easy to deal with.
2020 Private client survey
We have found Dalton Steiner's managers to be communicative, friendly and informative, and swift to act on instructions.
2020 Private client survey
We have been delighted by the communications and advice of our direct contact. He understands our requirements and deals quickly and efficiently with any requests.
2020 Private client survey
Dalton Steiner offer a fantastic and brilliant service. Very informative and timely communications with great telephone contact. Very very happy with the service I receive at Dalton Steiner. Fantastic!
2020 Private client survey
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
