DFI Switzerland AG is an independent wealth management company located in Küsnacht, Switzerland. Founded by partners with extensive experience from leading Swiss private banks, the firm focuses on providing personalized and transparent financial services. Its core mission is to offer unbiased advice and innovative investment solutions, with a strong emphasis on capital preservation and generating attractive, risk-adjusted returns. The company is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager, catering to a clientele of private individuals and families seeking bespoke wealth and asset management.

Founded in

Switzerland