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Fully Invested in
Better Outcomes

As a global investment firm, we foster diverse perspectives and embrace
innovation to help our clients navigate the uncertainty of capital markets

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Value investing
redefined

At BD Swiss Trade, we create value by sticking to our consistent investment
philosophy and disciplined research process

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Building prosperity, security
& opportunity

Discover the BD Swiss Trade difference and view our
Investment Performance Highlights.

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Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected - today and every day after.

  • A personalized plan that brings all aspects of your financial life together
  • A strategic mix of insurance and investments working together for your goals
  • Your go-to financial expert who helps keep your big picture, and dreams, in focus



Sectors

Institutional investment Mangement

When you select BD Swiss Trade to manage institutional assets, you will discover...

Sectors

Real Assets

Investors looking to add a broad real assets allocation to their private markets...

Sectors

Alternatives

As a pioneer in alternative investing, BD Swiss Trade has a long track record of managing...

Investor
Relations

BD Swiss Trade provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands BD Swiss Trade Management, we offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of BD Swiss Trade since the origin.


Our Diversity &
Inclusion Strategy

At BD Swiss Trade, we want every person to have the opportunity to succeed based on merit, regardless of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity expression, military or veteran status, or any other criterion. Why is this so important? To us, diverse and inclusive teams enriched with people of distinctive backgrounds make us better. They help us generate better ideas, reach more balanced decisions, engage our communities and help our clients achieve better outcomes.





FINANCIAL
PLANNING

These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.

OPTIONS
TRADING

Options trading is when you buy or sell an underlying asset at a pre-negotiated price by a certain future date. Trading stock options can be complex even more so than stock trading. When you buy a stock, you just decide how many shares you want, and your broker fills the order at the prevailing market price or a limit price you set. Options trading requires an understanding of advanced strategies, and the process for opening an options trading account includes a few more steps than opening a typical investment account.

HOW TO
TRADE

  • Investment objectives - This usually includes income, growth, capital preservation or speculation.
  • Trading experience - The broker will want to know your knowledge of investing, how long you have been trading stocks or options, how many trades you make per year and the size of your trades.
  • Personal financial information - Have on hand your liquid net worth (or investments easily sold for cash), annual income, total net worth and employment information.
  • The types of options you want to trade - For instance, calls, puts or spreads. And whether they are covered or naked. The seller or writer of options has an obligation to deliver the underlying stock if the option is exercised. If the writer also owns the underlying stock, the option position is covered. If the option position is left unprotected, it's naked.





In 2022, the stock market has seen its share of highs and lows amid concerns about inflation, Russia's invasion of Ukraine and rising oil prices. When the market is volatile, options trading often increases, says Randy Frederick, managing director of trading and derivatives with the Schwab Center for Financial Research.

You can use options to speculate and to gamble, but the reality is ... the best use of options is to protect your downside," he says. "Options are one way to generate income when the markets aren't going up.
According to the Options Clearing Corporation, there were 939 million options contracts traded in March 2022, up 4.5% compared with March 2021. It was second-highest trading month on record

FINANCIAL
PLANNING

These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.

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OUR ASSET MANAGEMENT SOLUTIONS

Professionally managed investment portfolios

Time is a precious commodity. Researching investments in ever-changing markets and handling investment transactions are more than most people have time for. BD Swiss Trade's Asset Management Solutions program allows you to delegate the daily management of your assets and invest with confidence, knowing that your portfolio is in the hands of experienced professionals.


OUR APPROACH TO ASSET MANAGEMENT

Different goals require different approaches.


At BD Swiss Trade we recognize that each investor is unique. That's why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.

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To provide you additional value, we strive to:

  • Create opportunities for rewards while managing risk.
  • Minimize management and administrative costs.
  • Provide ongoing services that adapt to changes in your goals.

wealth planning


A solid Wealth Plan ensures you have a financial strategy that supports your aspirations. Once we understand your lifestyle goals, we look at the current path of your finances to ensure that you are on track to meet them through retirement and beyond.


CORPORATE PLAN

40% - 45% PIPS Get Started
  • minimum:$50,000
  • maximum:UNLIMITED
  • 10% Trade Commission
  • 24/7 active support

ULTIMATE PLAN

35% - 40% PIPS Get Started
  • minimum:$20,000
  • maximum:$49,999
  • 10% Trade Commission
  • 24/7 active support

PREMIUM PLAN

30% - 35% PIPS Get Started
  • minimum:$10,000
  • maximum:$19,999
  • 10% Trade Commission
  • 24/7 active support

MASTER PLAN

25% - 30% PIPS Get Started
  • minimum:$5,000
  • maximum:$9,999
  • 10% Trade Commission
  • 24/7 active support

STANDARD PLAN

20% - 25% PIPS Get Started
  • minimum:$3,000
  • maximum:$4,999
  • 10% Trade Commission
  • 24/7 active support

CORPORATE PLAN

70% - 80% PIPS Get Started
  • minimum:$100,000
  • maximum:UNLIMITED
  • 10% Trade Commission
  • 24/7 active support

ULTIMATE PLAN

60% - 70% PIPS Get Started
  • minimum:$50,000
  • maximum:$99,999
  • 10% Trade Commission
  • 24/7 active support

PREMIUM PLAN

50% - 60% PIPS Get Started
  • minimum:$20,000
  • maximum:$49,999
  • 10% Trade Commission
  • 24/7 active support

MASTER PLUS PLAN

40% - 45% PIPS Get Started
  • minimum:$10,000
  • maximum:$19,999
  • 10% Trade Commission
  • 24/7 active support

STANDARD PLAN

30% - 40% PIPS Get Started
  • minimum:$1,000
  • maximum:$9,999
  • 10% Trade Commission
  • 24/7 active support

ULTIMATE PLAN

200% PIPS Get Started
  • minimum:$150,000
  • maximum:UNLIMITED
  • 10% Trade Commission
  • 24/7 active support

STARTER PLAN

100% - 124% PIPS Get Started
  • minimum:$50,000
  • maximum:$99,999
  • 10% Trade Commission
  • 24/7 active support

PREMIUM PLAN

150% PIPS Get Started
  • minimum:$100,000
  • maximum:$149,999
  • 10% Trade Commission
  • 24/7 active support

PRO CRYPTO

90% - 95% PIPS Get Started
  • 30+ BTC
  • 10% Trade Commission
  • 24/7 active support

STANDARD CRYPTO

70% - 75% PIPS Get Started
  • 5 - 14.9 BTC
  • 10% Trade Commission
  • 24/7 active support

PREMIUM CRYPTO

80% - 85% PIPS Get Started
  • 15 - 29.9 BTC
  • 10% Trade Commission
  • 24/7 active support

BASIC CRYPTO

65% - 70% PIPS Get Started
  • 1 - 1.5 BTC
  • 10% Trade Commission
  • 24/7 active support

OUR VALUES


At the heart of our business are our partners: the entrepreneurs and management teams we back; the investors in our funds; the advisers and intermediaries we work with; and the banks and other lending institutions to our deals.



Highly Ambitious


We strive to build world-class businesses to generate superior returns for our partners.



Winning


We are here to win. We are constantly improving, and are committed to out-thinking and out-executing our competitors. We take on what others dismiss as impossible, and solve the hard problems that others walk away from. This is why we hire the best.



Integrity


We do things the right way, without compromise, the first time - every time. We are direct, decisive and, above all, accountable. We practice sound judgment and common sense in our actions that conforms to the letter and spirit of the law at all times. We win on the merits, with integrity.



Learning


We are driven by a thirst for knowledge. We are constantly learning - from each other and from inspired thinkers around the world. We passionately pursue new ideas, new innovations and new strategies that will strengthen our competitive advantage

ACTIVE MANAGEMENT ACROSS ASSET CLASSES

BD Swiss Trade offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, BD Swiss Trade provides engagement in equity and bond markets, proxy voting and policy advocacy.