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Imagine Da Vinci Advisory Management AG a leading financial advisory company that sits down with you to help achieve all of your financial goals. A private investment consulting firm based in Switzerland that can give you access to some of the world's leading fund managers. We are dedicated to giving you the most personal attention at every level.

Welcome to Da Vinci Advisory Management AG

Da Vinci Advisory Management AG, is founded on it's reputation to provide excellent financial services. We are dedicated to acheiving a concrete financial solution for all our clients throughout the world.

Da Vinci Advisory Management AG is committed to giving our clients an exceptional experience through tailored solutions to fit their invesment needs. 

Da Vinci Advisory Management AG works with the leading financial institutions and Swiss private banks.  We will be able to advise you on a wide range of products to ensure a holistic solution that will  suit your needs.  We will help you secure a future of financial wealth, health and a greater quality of life!

Our dedicated one on one personal finance managers' approach to "total wealth management" will help you achieve all your goals.

PREMIER ACCOUNT (PAM)Da Vinci Advisory Management AG was set up in 2000 and offers a wide range of Swiss Private Banking Services. Da Vinci operates independently from any bank so it can act as an impartial gateway to the world of Swiss private banking.

Da Vinci Advisory Management AG's Active Advisory is a customized solution that provides our clients with proactive advice, alongside comprehensive portfolio monitoring. It was designed for clients with an informed interest in the financial markets. However, the final investment decisions remain our client's.

Our Active Advisory process involves the detailed screening of financial markets by our specialists and analyzed information that is personally relevant to you, with the delivery of our recommendations.

Invest in the leasures of life!

Da Vinci Advisory Management AG is not a bank but a Swiss based Financial Intermediary. As we are independent from any bank or fund manager, we can offer you the best products and services available in the market today. Over many years the founders of Da Vinci Advisory Management AG have built up contacts around the world, to offer you unparalleled products and services. It is our mission to help you, our client, find the bank that suits your needs, the funds that meets you needs and the other array of services that meet you needs. As a direct client of a Swiss Private Bank you will only receive their products and services, with Da Vinci Advisory Management AG you get those, plus so much more.
Da Vinci Advisory Management AG
9 Bahnhofstrasse, CH-6341, Baar, Switzerland
Phone: + 0041-41-7606347 / Fax: + 0041-41-7606346
Copyright © 2023 Da Vinci Advisory Management. All rights Reserved.