Dynamic Tree Asset Management AG Information

Dynamic Tree Asset Management AG is an independent investment manager for high net worth individuals and families wishing to diversify internationally. In addition to our asset management expertise and services available to clients from around the world, we offer a specialized platform tailored to the needs and requirements of Canadian residents. Headquartered in Switzerland, Dynamic Tree is one of only a select group of financial firms outside of Canada registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Ontario and Québec with regulatory authority to provide financial advice to residents of Canada. Being located in the centre of Europe gives us a competitive advantage by allowing us to address the asset management needs of clients who wish to achieve greater international diversification in their investment portfolios. We aim to help clients improve the risk and return profile of their investment portfolios and protect, as well as grow, assets over the long term. Dynamic Tree is a private company with a large portion of the shares owned by the directors and staff. As owners and investors in the business, our interests are closely aligned with those of our clients. Further alignment of interests is achieved by being a ´fee-only´ firm: we decline any kind of payment from third-party service providers such as trailer fees, upfront selling commissions, and any other fees that could bias our investment decisions.