{"id":52188,"date":"2021-07-07T16:15:11","date_gmt":"2021-07-07T14:15:11","guid":{"rendered":"https:\/\/cdma.ch\/financial-services\/"},"modified":"2022-04-12T16:06:55","modified_gmt":"2022-04-12T14:06:55","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/cdma.ch\/en\/financial-services\/","title":{"rendered":"Financial services"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;0deg&#8221; background_color_gradient_stops=&#8221;rgba(33,92,133,0.8) 0%|rgba(10,10,10,0.15) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(33,92,133,0.8)&#8221; background_color_gradient_end=&#8221;rgba(10,10,10,0.15)&#8221; background_image=&#8221;https:\/\/cdma.ch\/wp-content\/uploads\/2021\/05\/piliers-fondation-confiance-finance.jpg&#8221; 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max_width_phone=&#8221;85vw&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px|0px|40px|0px|false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F7F2EE&#8221; custom_padding=&#8221;70px|70px|70px|70px|true|true&#8221; custom_padding_tablet=&#8221;5vw|5vw|5vw|5vw|true|true&#8221; custom_padding_phone=&#8221;10vw|7vw|10vw|7vw|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b1f19492-2128-4c38-85c8-f92fdf8ec379&#8243; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#215C85&#8243; custom_margin=&#8221;0px||||false|false&#8221; custom_margin_tablet=&#8221;-10px||5px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_intensity_slide=&#8221;5%&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;2rem&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Investment funds<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#215C85&#8243; header_3_text_color=&#8221;#215C85&#8243; header_3_font_size=&#8221;24px&#8221; header_3_line_height=&#8221;1em&#8221; custom_margin_tablet=&#8221;0px||20px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_3_font_size_tablet=&#8221;&#8221; header_3_font_size_phone=&#8221;1.2rem&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>From inception to monitoring of your investment vehicle<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#66717a&#8221; text_font_size=&#8221;1rem&#8221; text_line_height=&#8221;1.4em&#8221; custom_margin=&#8221;25px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>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.<\/p>\n<p>Our aim is to provide managers with the full benefit of our expertise in order to deliver their entire investment vehicle project on time.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; module_id=&#8221;discretionary-management-mandate&#8221; _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;60vw&#8221; max_width_tablet=&#8221;80vw&#8221; max_width_phone=&#8221;85vw&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px|0px|40px|0px|false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F7F2EE&#8221; custom_padding=&#8221;70px|70px|70px|70px|true|true&#8221; custom_padding_tablet=&#8221;5vw|5vw|5vw|5vw|true|true&#8221; custom_padding_phone=&#8221;10vw|7vw|10vw|7vw|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b1f19492-2128-4c38-85c8-f92fdf8ec379&#8243; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#215C85&#8243; custom_margin=&#8221;0px||||false|false&#8221; custom_margin_tablet=&#8221;-10px||5px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_intensity_slide=&#8221;5%&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;2rem&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Discretionary Management Mandate<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#215C85&#8243; header_3_text_color=&#8221;#215C85&#8243; header_3_font_size=&#8221;24px&#8221; header_3_line_height=&#8221;1em&#8221; custom_margin_tablet=&#8221;0px||20px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_3_font_size_tablet=&#8221;&#8221; header_3_font_size_phone=&#8221;1.2rem&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>A tailor-made service<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#66717a&#8221; text_font_size=&#8221;1rem&#8221; text_line_height=&#8221;1.4em&#8221; custom_margin=&#8221;25px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; module_id=&#8221;advisory-management-mandate&#8221; _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;60vw&#8221; max_width_tablet=&#8221;80vw&#8221; max_width_phone=&#8221;85vw&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px|0px|40px|0px|false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F7F2EE&#8221; custom_padding=&#8221;70px|70px|70px|70px|true|true&#8221; custom_padding_tablet=&#8221;5vw|5vw|5vw|5vw|true|true&#8221; custom_padding_phone=&#8221;10vw|7vw|10vw|7vw|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b1f19492-2128-4c38-85c8-f92fdf8ec379&#8243; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#215C85&#8243; header_3_text_align=&#8221;left&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_margin_tablet=&#8221;-10px||5px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_intensity_slide=&#8221;5%&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;2rem&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Advisory Management Mandate<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#215C85&#8243; header_3_text_color=&#8221;#215C85&#8243; header_3_font_size=&#8221;24px&#8221; header_3_line_height=&#8221;1em&#8221; custom_margin_tablet=&#8221;0px||20px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_3_font_size_tablet=&#8221;&#8221; header_3_font_size_phone=&#8221;1.2rem&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>On the pulse of the market for our clients<\/h3>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;25px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#66717a&#8221; text_font_size=&#8221;1rem&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;|600|||||||&#8221; header_4_text_color=&#8221;#215C85&#8243; custom_margin=&#8221;25px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>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.<\/p>\n<p>Our consulting service covers in particular :<\/p>\n<p>&nbsp;<\/p>\n<h4>Trend analysis<\/h4>\n<p>Our experts have the tools and expertise to deliver :<\/p>\n<ul>\n<li>daily and weekly forecasts (including foreign exchange markets)<\/li>\n<li>analysis of strategic signals (breaches of thresholds)<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4>Market fluctuations<\/h4>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<h4>Macro-analysis<\/h4>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; module_id=&#8221;managing-relationship-bank&#8221; _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;60vw&#8221; max_width_tablet=&#8221;80vw&#8221; max_width_phone=&#8221;85vw&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px|0px|40px|0px|false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F7F2EE&#8221; custom_padding=&#8221;70px|70px|70px|70px|true|true&#8221; custom_padding_tablet=&#8221;5vw|5vw|5vw|5vw|true|true&#8221; custom_padding_phone=&#8221;10vw|7vw|10vw|7vw|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;b1f19492-2128-4c38-85c8-f92fdf8ec379&#8243; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#215C85&#8243; header_3_text_align=&#8221;left&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_margin_tablet=&#8221;-10px||5px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_intensity_slide=&#8221;5%&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;2rem&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Managing your relationship with the bank<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#215C85&#8243; header_3_text_color=&#8221;#215C85&#8243; header_3_font_size=&#8221;24px&#8221; header_3_line_height=&#8221;1em&#8221; custom_margin_tablet=&#8221;0px||20px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_3_font_size_tablet=&#8221;&#8221; header_3_font_size_phone=&#8221;1.2rem&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Efficiency and benefits<\/h3>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;25px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#66717a&#8221; text_font_size=&#8221;1rem&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;|600|||||||&#8221; header_4_text_color=&#8221;#215C85&#8243; custom_margin=&#8221;25px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>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 :<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Support in the follow-up of the account opening<\/li>\n<li>The execution and immediate visibility of a transaction which can be directly undertaken with your CDMA expert on the phone<\/li>\n<li>Direct access to an online trading platform at one of the custodian banks belonging to the CDMA trading architecture<\/li>\n<li>Strategic and tactical advice on your investments<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; module_id=&#8221;private-placement&#8221; _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;60vw&#8221; max_width_tablet=&#8221;80vw&#8221; max_width_phone=&#8221;85vw&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px|0px|40px|0px|false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F7F2EE&#8221; custom_padding=&#8221;70px|70px|70px|70px|true|true&#8221; custom_padding_tablet=&#8221;5vw|5vw|5vw|5vw|true|true&#8221; custom_padding_phone=&#8221;10vw|7vw|10vw|7vw|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;b1f19492-2128-4c38-85c8-f92fdf8ec379&#8243; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#215C85&#8243; header_3_text_align=&#8221;left&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_margin_tablet=&#8221;-10px||5px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_intensity_slide=&#8221;5%&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;2rem&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Private Placement<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#215C85&#8243; header_3_text_color=&#8221;#215C85&#8243; header_3_font_size=&#8221;24px&#8221; header_3_line_height=&#8221;1em&#8221; custom_margin_tablet=&#8221;0px||20px||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_3_font_size_tablet=&#8221;&#8221; header_3_font_size_phone=&#8221;1.2rem&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Entrepreneurship<\/h3>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;25px&#8221; _builder_version=&#8221;4.17.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Barlow||||||||&#8221; text_text_color=&#8221;#66717a&#8221; text_font_size=&#8221;1rem&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;|600|||||||&#8221; header_4_text_color=&#8221;#215C85&#8243; custom_margin=&#8221;25px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>CDMA&#8217;s partners are first and foremost entrepreneurs. Through their projects and experiences, they have specialised in the following areas :<\/p>\n<ul>\n<li>Establishment of Multidisciplinary Medical Centres<\/li>\n<li>Acquisition and management of 3- and 4-star hotels<\/li>\n<li>Luxury real estate in Switzerland and abroad<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjUxODkwIn19@&#8221; button_text=&#8221;Discover our partners&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _dynamic_attributes=&#8221;button_url&#8221; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;0.8rem&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;RGBA(0,0,0,0)&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#FFFFFF&#8221; button_border_radius=&#8221;0px&#8221; button_letter_spacing=&#8221;1px&#8221; button_font=&#8221;Barlow|||on|||||&#8221; button_use_icon=&#8221;off&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;-5px||||false|false&#8221; custom_padding=&#8221;20px|50px|20px|40px|true|false&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;right&#8221; animation_delay=&#8221;1150ms&#8221; animation_intensity_slide=&#8221;5%&#8221; global_colors_info=&#8221;{}&#8221; button_text_color__hover_enabled=&#8221;on|hover&#8221; button_text_color__hover=&#8221;#ffffff&#8221; button_bg_color__hover_enabled=&#8221;on|desktop&#8221; button_bg_color__hover=&#8221;#BC986B&#8221; button_bg_enable_color__hover=&#8221;on&#8221; button_border_color__hover_enabled=&#8221;on|hover&#8221; button_border_color__hover=&#8221;#BC986B&#8221; button_letter_spacing__hover_enabled=&#8221;on|desktop&#8221; button_letter_spacing__hover=&#8221;2px&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/cdma.ch\/wp-content\/uploads\/2021\/05\/bourse-ecran.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; min_height=&#8221;50vh&#8221; custom_padding=&#8221;40vh||40vh||true|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Focus &amp; PerformanceInvestment fundsFrom inception to monitoring of your investment vehicleAt 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.Discretionary Management MandateA tailor-made serviceWe 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.Advisory Management MandateOn the pulse of the market for our clientsAt 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 : &nbsp; Trend analysis Our experts have the tools and expertise [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Our financial services for your asset management - CDMA<\/title>\n<meta name=\"description\" content=\"Investment funds, Discretionary Management Mandate, Advisory, self-trading client, private placement, partnership and business introducer.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cdma.ch\/en\/financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our financial services for your asset management\" \/>\n<meta property=\"og:description\" content=\"Investment funds, Discretionary Management Mandate, Advisory, self-trading client, private placement, partnership and business introducer.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cdma.ch\/en\/financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"CDMA\" \/>\n<meta property=\"article:modified_time\" content=\"2022-04-12T14:06:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdma.ch\/wp-content\/uploads\/2021\/05\/piliers-fondation-confiance-finance.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Our financial services for your asset management\" \/>\n<meta name=\"twitter:description\" content=\"Investment funds, Discretionary Management Mandate, Advisory, self-trading client, private placement, partnership and business introducer.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/cdma.ch\/wp-content\/uploads\/2021\/05\/piliers-fondation-confiance-finance.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cdma.ch\/en\/financial-services\/\",\"url\":\"https:\/\/cdma.ch\/en\/financial-services\/\",\"name\":\"Our financial services for your asset management - 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