Dynamic Tree Asset Management

Dynamic Tree Asset Management AG

Speerstrasse 12a, 8832 Wilen, Switzerland

T: +41 44 787 5900   F: +41 44 787 5909

CANADA πŸ‡¨πŸ‡¦

Dynamic Tree Asset Management AG is an independent investment manager for high net worth individuals and families wishing to diversify internationally. In addition to our asset management expertise and services available to clients from around the world, we offer a specialized platform tailored to the needs and requirements of Canadian residents.

Headquartered in Switzerland, Dynamic Tree is one of only a select group of financial firms outside of Canada registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Ontario and QuΓ©bec with regulatory authority to provide financial advice to residents of Canada.

Beat Meier
Beat Meier, CFA, CIM - Chairman & Chief Executive Officer

I have over 25 years experience in the financial services industry. Before co-founding Dynamic Tree Asset Management AG, I was responsible for managing and growing the wealth management business of UBS in the Prairies Region of Western Canada. Prior to that, I was a Senior Private Wealth Advisor and a member of the UBS Key Client Group in Canada, which serves Ultra High Net Worth individuals and families. Having worked in the local investment management industry in Canada for 7 years I have gained invaluable experience in what is important to Canadians.

I am a member of the board of Silvercoast Partners, a SEC-registered investment management firm catering predominantly to wealthy American clients. I am a CFA charterholder and a member of the CFA Institute. I am also a graduate of the Swiss Certified Banking Specialist program and have a designation as a Canadian Investment Manager (CIM).

+41 44 787 59 01
beat.meier@dynamictree.com

➨ Get in touch with Beat Meier for further information and an initial conversation

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