+41 22 508 30 25
+44 20 4577 1828Rely on a dedicated specialist to design your portfolio and make investment decisions for you through our award-winning Bespoke Investment Service. We actively monitor and adjust your portfolio to help capture suitable opportunities while carefully managing risk.
Our tailored investment service enables our Investment Managers to build a strong, personal relationship with you. We'll create a portfolio designed around your individual needs and long-term financial objectives.
Individuals and families choose us to manage their investments for a variety of reasons. Whatever your goals, we're here to help you build a more secure financial future for you and your loved ones.
By entrusting us with the responsibility, you benefit from our investment expertise, proven track record, and market insight-freeing up more of your time to focus on what matters most to you.
Your dedicated Investment Manager will build a strong, personal relationship with you-taking the time to understand your family's goals, interests, and appetite for risk to deliver a truly tailored service.
Take comfort in knowing your investments are continuously reviewed and refined by your dedicated Investment Manager, drawing on experience managing clients' wealth across generations.
You'll always deal directly with the person managing your investments, ensuring every decision is made with a clear understanding of your circumstances.
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 their Investment Manager.
Respondents from our 2024 Bespoke Discretionary Private Client Survey.
For over 20 years we have received outstanding service from our Investment Manager at Dalton Steiner.
2024 Private Client Survey
My Investment Manager is fantastic. He is very approachable, personalises all emails and contact, and is always accessible and ready to talk. He is the reason I would recommend your services over any other. His level of personalisation and his excellent service are second to none.
2021 Private client survey
I have been very happy with my portfolio manager and have been able to speak with him by phone as and when I need advice, explanations and feel that the advice and help he has given me very reassuring. Thank you all the team that I deal with for all your care throughout the past pandemic year.
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
Our Investment Manager and his team provide an exceptionally good service and are excellent at explaining options and making everything simple.
2021 Private client survey
We’re honored to have been shortlisted for and won numerous awards, which reflect the dedication of our esteemed colleagues and the high-quality services we deliver, as recognised by both our industry peers and clients.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
