From inception to monitoring of your investment vehicle

At CDMA, we also work closely with independent asset managers. We take care of all the operational details for you, from the creation of your investment fund to the smooth running of its transactions on the markets.

Our aim is to provide managers with the full benefit of our expertise in order to deliver their entire investment vehicle project on time.

A tailor-made service

We focus on personal contact and meeting the needs of a diverse client base: private and institutional investors, business introducers, independent managers and others. We work with our clients in a spirit of trust and idea sharing.

We have developed a platform for trade execution and created a range of attractive investment models, for any scale of capital and to meet your personal objectives.

On the pulse of the market for our clients

At CDMA, we support our clients in their analysis and vision, as well as in their investment decisions. Our experts are available to provide knowledge and understanding of the financial markets as soon as the client requires it.

Our consulting service covers in particular :

Trend analysis

Our experts have the tools and expertise to deliver :

• daily and weekly forecasts (including foreign exchange markets)
• analysis of strategic signals (breaches of thresholds)

Market fluctuations

We closely monitor events that may trigger movements in the financial markets. We analyse them and derive studied observations, which we deliver to our clients, making sure that they are always relevant to their investment strategies.

Macro-analysis

We integrate our knowledge and acute awareness of economic and geopolitical facts that may affect the markets into our analysis, so as to always give a global and complete view.

All you need to do is call a CDMA expert, who is always available and accessible. In some cases, when required or appropriate, we take the initiative to call the client directly.

Efficiency and benefits

We work with trusted and specially selected custodian bank trading platforms. Thanks to our loyal relationships established over the last 10 years, we can offer you :

• Support in the follow-up of the account opening
• The execution and immediate visibility of a transaction which can be directly undertaken with your CDMA expert on the phone
• Direct access to an online trading platform at one of the custodian banks belonging to the CDMA trading architecture
• Strategic and tactical advice on your investments

Entrepreneurship

CDMA’s partners are first and foremost entrepreneurs. Through their projects and experiences, they have specialised in the following areas :

• Establishment of Multidisciplinary Medical Centres
• Acquisition and management of 3- and 4-star hotels
• Luxury real estate in Switzerland and abroad