The clients that we service may have diverse needs and expectations, sometimes in different countries or jurisdictions.
C&D INVESTMENTS has established solid local connections by collaborating with a variety of outside experts. A broad international network of partnerships with experts chosen for their skills, quality of service and work ethics has been created.
banks and financial groups
law firms
tax advisors
Investment funds
Insurance brokers and companies
Real estate advisors
DEDICATED RELATIONSHIPS
Our ability to build close and trusting working relationships with our clients’ existing partners, is for them a guarantee we deliver, that their interest comes first.
Banks
The level of trust we have with our financial partners is crucial. Taking into account the ever more restrictive legal and regulatory framework the banks face, we co-operate with them on a very transparent basis. C&D INVESTMENTS has relationships with over 20 financial institutions worldwide, including Pictet, Lombard Odier, UBS, Credit Suisse, LGT, Mirabaud, Edmond de Rothschild, UBP, Safra Sarasin, etc.
Law firms & tax advisors
The excellent relationships that we enjoy with major international law firms and tax advisors can be relied on by clients. We provide our clients with the guidance and assistance they require, handling such encounters for them from beginning to end. Our goal is to resolve client issues and also to anticipate potential risks and pitfalls, such as those related to inheritance or succession situations.
Real estate advisory
We systematically use the services of the best firms in each country in the complex field of real estate investments We're here to help you get the money you need.
