+41 22 508 30 25
+44 20 4577 1828Receive financial investment advice from a dedicated professional who understands your objectives and manages your portfolio accordingly. We'll monitor your investments regularly to ensure they remain aligned with your goals.
Our service gives you control and flexibility over how you manage your investment portfolio.
This service is aimed at experienced investors who wish to play an active role in the day-to-day management of their portfolio.
You enjoy following the day-to-day events in financial markets and want to take control of assessing asset allocation, stock market opportunities and managing risks.
You understand what it takes to be a successful investor and can dedicate the time and attention necessary for managing a portfolio, drawing upon your past experiences.
Our service is ideal if you're comfortable with the investment process with the reassurance that we're here to guide you with investment advice when you need it.
If you're prepared to take full responsibility for investment strategy and decisions, then you can buy and sell investments through our advisory dealing service.
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.
Providing high quality service to our clients
Overall satisfaction
We are a people-driven business - offering a truly personal service is at the heart of what we do.
Respondents from our 2024 Private Client Survey.
I am very happy with how Dalton Steiner have managed my portfolio over the last few years.
2024 Private Client Survey
Our Investment Manager and his team provide an exceptionally good service and are excellent at explaining options and making everything simple.
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.
2021 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
We're proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our high-quality services.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
