Independent Wealth Management in Zurich
Independent Wealth Management in Zurich
DJE Finanz offers you bank-independent wealth management in Zurich with bespoke investment strategies – backed by research expertise and personal support.
- Personal support from dedicated contacts in Zurich
- An in-house research team with over 50 years of capital markets experience
- Full cost transparency in line with the Swiss FinSA standard
What clients in Zurich rely on at DJE
Independent and FINMA-Licensed
DJE operates independently of any bank and solely in your interest. We are FINMA-licensed and guarantee you full cost transparency in line with the Swiss FinSA standard.
Personal Support
Trust needs a face. In Zurich, Dennis Fink is your dedicated contact. We believe in short lines of communication, discreet local support and decisions you can follow at every stage.
Research Expertise
Our investment decisions are based on DJE's in-house research. We put this expertise to work for your individual wealth management mandate, available at our Zurich office from CHF 500,000 (or EUR) in liquid assets. This allows you to delegate your investment decisions with confidence and benefit from our decades of experience.
Personal Wealth Management in the Heart of Zurich
Consistency through Independence: The DJE Philosophy
As an owner-managed company, DJE has been active in the market for more than five decades. Founded by Dr Jens Ehrhardt and today run together with Dr. Jan Ehrhardt, now in its second generation, we combine the stability and continuity of a family business with the modern research capabilities of an international investment house. This independence allows us to act free from banks' interests – a principle we have always applied consistently on your behalf at our Zurich office.
Award-Winning Quality for Your Wealth
In-depth analysis is the basis of every decision. According to the Elite Report, DJE has ranked among the leading wealth managers in the German-speaking region for decades. We combine this award-winning analysis with personal support right here in Zurich – for an investment strategy built on substance and far-sighted planning.
Knowledge That Makes the Difference: Our Research Team
Well-founded decisions require a first-class basis of data. Our in-house team of analysts holds over 500 company meetings and monitors around 2,000 indicators each year to secure a decisive information edge. This comprehensive expertise forms the foundation of our investment strategies – including for our clients in Zurich, who value transparency and in-depth market analysis.
Frequently Asked Questions About Wealth Management in Zurich
Zurich as a financial centre offers excellent opportunities, but it is also extremely demanding. Professional wealth management helps you master the complexity of the markets and delegate your investment decisions with confidence. In an environment of constant change, a professional mandate secures you the time and expertise you need to preserve your capital over the long term.
DJE combines the bank-independent service of an owner-managed firm with the capabilities of a large, in-house research team. You benefit from personal proximity and from contacts who know the Swiss market inside out.
It begins with a personal conversation at our offices on Talstrasse or at your own place. Together we define your objectives and set the parameters for your wealth management mandate. You then delegate the day-to-day investment decisions to our experts. Transparent reporting keeps you informed at all times, and you enjoy continuous support on equal terms.
Unlike many of the major banks, DJE is an owner-managed and bank-independent firm. Our focus is solely on achieving your individual objectives, without being influenced by in-house products or group interests. A key difference is our transparency on fees: all rebates (retrocessions) are passed back to you in full, ruling out potential conflicts of interest from the start.
Our investment strategies are based on a combination of long-standing experience and state-of-the-art analytical processes. We use IT-supported systems to scan large volumes of data from global markets efficiently and identify trends at an early stage. This technological support gives our experts in Zurich a well-founded basis for their decisions, while the final selection of securities is always made by people, drawing on our proven research expertise.
Sustainability is firmly embedded in modern investment processes, though it is assessed differently from one jurisdiction to another. Different sustainability criteria therefore apply to our services in Switzerland than, for example, in Germany. We attach great importance to reflecting your personal preferences and values in our wealth management, within the applicable Swiss framework.
Our wealth management Is also available near you
Our Headquarter
Pullach, near Munich
Our headquarter for wealth management in the Munich area is located in Pullach. Here, our client advisers work alongside our research team and the investment specialists behind our digital wealth management. This is where we manage our clients' portfolios and continue to refine our investment strategies.
Wealth Management near Munich
In the City Park Quarter
Cologne
Our Cologne wealth management office is located in the City Park quarter and includes a roof terrace overlooking Cologne Cathedral. From here, the team led by Branch Manager Stefan Kasthold and his deputy Olaf Brandenburg supports our clients personally on all matters relating to their investments.
Wealth Management in Cologne
In the Financial Capital
Frankfurt am Main
Our Frankfurt wealth management office is located in the heart of Germany's financial capital. From here, the team led by Branch Manager Sven Madsen supports you personally on all questions concerning your investments.
Wealth Management in Frankfurt