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Our Clients

We remain in an environment where we believe it will pay to take equity market risk, staying focused on the long term, despite the noise from the daily news flow.

We work with more than 150 families and manage over $83 Million in assets for clients both in the private sector and legal Entity Sector. Dukacopy clients include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets.

We act as our clients’ personal Chief Financial Officer, and ensure that their life goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management.

When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.

Our team has a single mission:
To help our clients live the lives they’ve worked so hard to enjoy.

NON Resident Account Holders: How To Join the portfolio?

Althoughour depositry partner banks is headquartered in Switzerland,we work with clients all over the world. Thanks to technology, we’re able to make sure the experience of our out-of-the-area clients is as positive as that of our local clients.
To do that, we use…

  • Skype, GoToMeeting, and Prezi (an online presentation app) for virtual meetings and presentations.
  • A highly secure online client vault to store and exchange sensitive financial documents.
  • User-friendly online planning software, so clients can examine their financial plans, and see how changes to different variables effects the outcome.
  • Youtube, our website, and the banks annualy reports for client updates, briefings, and announcements.

As well as our partner banks based in Switzerland and they have developed their own secured technology for non resident account opening using online secured platform with simplified account opening procedures helps to easy the account opening for non residents.

According to our experience we have clients from All Europe , Asia and Middle east who they have managed to get their accounts approved within 3-4 business days with Online account opening procedures.

 

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