DJE Finanz AG (Zürich)

The DJE Group is independent. Free from the dictates of a corporate group, we advise our clients expertly and objectively and tailor the investment strategy to their individual wishes, needs and risk preferences - and have been doing so since 1974.

The basis of our asset management is a value-oriented investment approach with a simultaneous focus on absolute returns. In addition, we work according to the behavioral finance principle.

The combination of these factors means that our asset management services deliver above-average results over many years. Asset management is a service that involves changing conditions depending on the volume. Therefore we offer you from an investment amount of

• CHF 250,000 (or equivalent in other currencies) asset management mandates with investment funds
• CHF 750,000 (or equivalent in other currencies) asset management mandates with individual securities and/or investment funds.

This separation is to be understood neither strictly nor qualitatively, as only the economically reasonable scope for individual investments increases with the portfolio size from an allocation point of view.

As a member of the Swiss Association of Asset Managers SAAM, we have also formally committed ourselves to always offering the highest quality. The association's strict rules of professional conduct require that decisions be made exclusively in the interests of the client.

In asset management, we work with the following custodian banks:

• Credit Suisse AG
• UBS AG
• Bank J. Safra Sarasin Ltd.

We attach particular importance to the information we provide to our clients. Every client has a dedicated contact person who is committed to ensuring that his or her assets are invested in the best possible way.

The high level of loyalty of our employees to our bank and their great commitment ensure the continuity and reliability of our performance. Through good performance and the highest level of service orientation, we have been able to win the trust of our investors in both the private and institutional sectors.