Dynamic Tree Asset Management Ag
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.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 4 verified contacts at Dynamic Tree Asset Management Ag
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RM
Regina Minger
Head of Human Resources & Administration · Human Resources
EmailPhone - BM
Beat Meier
Chairman and Chief Executive Officer · Other
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Dynamic Tree Asset Management Ag
4 distinct titles indexed · top 4 shown.
- 1ceo
- 1chairman and chief executive officer
- 1head of human resources & administration
- 1member of the board of directors
Sign up to unlock all 4 contacts at Dynamic Tree Asset Management Ag
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Dynamic Tree Asset Management Ag
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.