C&D INVESTMENTS was created in 2012. Building on 12 years banking experience within a leading European bank.
Our objective was to provide our wealth management, credit, and investment banking expertise to wealthy clients on a truly independent basis. Our goal was to offer a full range of services related to wealth investment.
For close to twelve years, C&D INVESTMENTS has continuously enhanced its proficiency in the two primary areas of its services, namely Family Office and Investment Management.
A lot of banks, law firms, tax advisors and audit firms are part of the international service provider network that C&D INVESTMENTS has built up.
During the recent market turbulence, the cautious and independent investment approach of C&D INVEMENTS helped its customers protect their wealth and investments..
The trust of its clients and the professionalism and dedication of its staff have helped C&D INVESTMENTS grow over the years. Established in Ticino, with a global network of partners, C&D INVESTMENTS has established itself as a leading family office.
KEY FIGURES
30 people supporting clients
20+ banking partners in different countries
20+ law firms and tax advisors in Switzerland and abroad
25 countries where C&D INVESTMENTS supports its clients
