DCL Invest is designed to help us better integrate sustainability aspects into our business model and meet the growing demand for sustainable finance. It is based on two main pillars: Our responsibility as an asset allocator on behalf of our clients and our responsibility as a firm.
Our priority is to deliver superior service and advice as well as high-quality investment, wealth, and credit solutions to our clients around the globe. We aim to meet the current and future needs and expectations of our clients – including the Next Generation. At the same time, we are actively driving change as an asset allocator by directing our clients’ assets toward transformative technologies and companies that support sustainable development and innovation.
Your goals are always our starting point, and our independence means we don’t have to focus on anything else. We build investment plans specifically tailored for you and your family. We do not believe in leaving room to chance, so every solution we create is grounded in expertise, insights and results
We have developed, advised, and managed mutual fund strategies for private and institutional clients. We also offer our clients alternative co-investments and private equity and debt investment opportunities. Our aim remains to balance capital preservation and appreciation through well-balanced portfolios.
Venture capital (VC) is a form of private Equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential. Venture capital generally comes from well-off investors, investment banks, and any other financial institutions.
We provide tailored advisory services that allow entrepreneurs all over the world to achieve their strategic objectives. Whether you’re buying or selling real estate, arranging equity and debt financing to engaging in joint ventures and mergers, our team will be with you at every step of your journey.
DCL Invest has been built by entrepreneurs bound by common values and a shared history. They created an innovative structure to provide independent, unbiased, and effective solutions to some of the challenges families, corporations and entrepreneurs face. We have helped our clients grow their businesses, preserve their wealth, take advantage of opportunities and ensure the prosperity of future generations. We offer a different way of managing your wealth, assets and investments. We provide investment banking advice and assist you with your business needs. Our personalized approach means that one person works closely with you at all times, while our independence allows us to design dedicated solutions based on your specific needs and objectives. Fully regulated, we have successfully transitioned through several generations and expanded our reach globally.
Most people know it’s important to plan their investments. But it isn’t something that most of us look forward to. And few of us have the expertise to deal with the all legal nuances and complex issues involved in the actual planning process. In the long run, though, an investment plan can help you protect the ones that matter most.
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work very hard to overcome that.”
Charlie Munger
WISDOM OF GREAT INVESTORS – QUOTES