Diligent Investments and Trust SA
Providing a new level of care in financial services
Diligent Investments and Trust SA was founded by highly-experienced financial professionals, previously the senior-level directors of prestigious international banks, to deliver a new level of global financial support for high-profile individuals and their families.
Proudly independent but offering the benefits of privileged relationships with world-leading banks and financial institutions, Diligent has the expertise and network to provide you with high-value diversified financial and asset management solutions that are entirely tailored to your needs.
Based in Geneva and a Financial Intermediary member of the Association Romande des Intermédiaires Financiers (ARIF)*, we continuously conduct research on the best fund managers to creatively identify the best available solutions for our customers, consistent with their propensity for risk. We likewise have a steadily-growing array of special partnerships with prestigious international institutions such as Barclays, Deutsche Bank, Financière de l'Echiquier, Julius Bär and UBS. Every customer can rely on us proposing best-rated products and negotiating bespoke solutions to their needs with these partners.
* ARIF is a self-regulatory organization (SRO) approved by the Swiss Federal Agency for Financial Market Supervision (FINMA) for the supervision of financial intermediaries referred to in Article 2 para. 3 of the Swiss Federal Act concerning the fight against money laundering and terrorist financing in the financial sector (LBA). ARIF is also recognized by FINMA as a professional organization for the enactment of rules of conduct in the exercise of the profession of independent asset manager within the meaning of the Act Swiss Federal Collective Investment Schemes (CISA)
Diligent's banking partners reflect our European outlook and the security it offers our customers thanks to the long-proven fundamentals of Europe's conservative and reliable banking environment, which have consistently offered greater stability than those more inclined to innovation for its own sake or short-term benefit.
Unlike most financial intermediaries, who provide pure wealth management only, Diligent also offers bespoke corporate advisory services such as project and structured financing, syndication and strategy management services. We can, therefore, also arrange for underwriting, company valuations, mergers and acquisitions, offering solutions to all your financial needs.
Commencing with an in-depth analysis of your plans and requirements from the very start, our ambition is to build a close and trusted relationship over the years so that you can benefit from expert and insightful recommendations based on a special understanding of your global circumstances.
You will find further information on our services on this website but will also discover that the full nature of our support and the benefits it offers only emerge during a personal meeting to explore your goals and requirements.