Resilient Investment Strategies
Your wealth is more than numbers. We help you transition from building wealth to enjoying reliable income.
Your wealth is more than numbers. We help you transition from building wealth to enjoying reliable income.
Our team brings decades of experience from leading private banks and offers you the holistic wealth management you expect, free from sales targets.
We build long-term strategies aligned with your life ambitions, not driven by short-term trends.
We take the time to understand your needs and long-term goals, providing clear and personalized guidance to help you make confident investment decisions.
Fully independent with no product push.
Stability. Income. Peace of Mind. Our investment structures are built to reduce volatility, protect your capital, and deliver income you can rely on.
Even when markets fluctuate and move unpredictably.
We believe strong relationships come from trust, clarity, and consistent results. Our focus is on preserving wealth today and building a legacy for tomorrow.
With decades of experience, we blend proven discipline with innovation to safeguard your wealth and support the future you envision.
We combine disciplined risk management with the agility to adapt as markets, economies, and regulations evolve, ensuring your wealth remains resilient in changing times.
Our strategies are designed not only to protect and grow your capital today, but also to safeguard it for the years and generations ahead. We balance growth with security to keep your wealth resilient through changing markets.
Beyond financial returns, we focus on building a legacy you and your family can rely on with confidence.
Supported by a team of seasoned professionals with extensive expertise in global finance, we provide our clients with the knowledge and experience to protect, grow, and enjoy their wealth.
Since 1993, Marcello has excelled in Asset Management, Private Banking, and Alternative Investments in Switzerland and globally. With 30 years of experience, he expertly manages client assets while ensuring strict regulatory compliance bringing stability to every relationship.
Francesca specializes in derivatives, structured products, and resilient portfolios. Drawing on experience at Bank Vontobel and BNP Paribas, she designs tailored investment strategies that withstand market volatility and deliver on long-term financial objectives.
Nico brings global experience in private banking, equity analysis, and client management from roles at UBS in Zurich, London, and Dubai. His analytical skills and international perspective help him craft bespoke investment strategies and foster lasting client relationships.
Danilo specializes in Technology, Investment Banking, and Financial Data Analysis, with experience at Borsa Italiana, BNP Paribas, and Deutsche Bank. He combines cutting-edge technology with financial expertise to create data-driven investment solutions that enhance portfolio performance.
We design fully bespoke portfolios aligned with your goals, risk profile, and time horizon.
Our strategies focus on generating stable income while preserving capital, combining bonds, structured products, and other assets into a plan built entirely around your needs.
Every client is unique, and so are our solutions. Tailormade. Proven. Efficient.
We help you prepare for the day the salary stops, creating pension-like investment solutions that deliver predictable income and financial security.
Our strategies are designed to protect your capital, provide reliable cash flow, and adapt to your evolving needs, giving you the stability to plan ahead and the freedom to enjoy the lifestyle you’ve worked hard to achieve.
We offer specialist advisory services for family offices, corporates, and institutional investors.
From navigating regulatory complexities for family offices to optimising liquidity management for corporates, our bespoke solutions address sophisticated investment and risk management needs.
Every solution is delivered with a commitment to transparency.
TAILORED INCOME SOLUTIONS
Our Investment Certificates are created individually for each client, designed to generate steady, regular coupon payments while protecting capital.
Such structured products are engineered to stay resilient, deliver predictable income, and enhance overall portfolio returns beyond market direction.
FIXED INCOME STRATEGIES
Corporate investment-grade and government bonds are a cornerstone of portfolio resilience.
Where appropriate, we enhance yield potential through carefully selected Credit-Linked Notes (CLNs), chosen at the right time to balance income generation with capital preservation.
COLLATERALIZED LOAN OBBLIGATIONS
CLOs offer access to a diversified pool of corporate loans, providing higher yields than traditional fixed-income securities.
Specialist managers balance growth and income, making CLOs a powerful tool for enhancing portfolio returns in a risk-adjusted way.
FAMILY OFFICE SOLUTIONS
We provide a unique solution that consolidates even the most complex asset structures into one holistic portfolio view, delivering a single, clear performance picture across all assets.
This overview enables smarter decisions, stronger risk control, and greater efficiency in managing complex wealth.
Company Profile
Cash Management Optimization
CLO Investing
Resilient Investment Strategies
Family Offices Advisory Services
With a team of seasoned professionals boasting extensive experience in global finance, we offer unparalleled expertise to our clients. What makes us special and valuable to our customers is the seamless way our team members' diverse strengths complement each other perfectly. Head of Structured Products for a Swiss Private Bank, Investment Banker at Deutsche Bank and BNP Paribas, Business Consultant for various Hedge Funds and Asset Managers and fluent in 4 languages or 8 Years of experience in building relationships working for the biggest Wealth Managers in the world are only a few of our team’s key points. We are committed to delivering the best service for you!
Dexbridge Capital represents a philosophy of skill, precision, and connection. The prefix “Dex” originates from “dexterity,” symbolizing the expertise and strategic finesse we bring to financial planning and investment management. It reflects our commitment to providing finely tuned solutions tailored to meet the unique and complex needs of our clients. The word “bridge” signifies the vital connection and support we offer, helping our clients move from their current financial position toward achieving their future goals. Dexbridge Capital is dedicated to guiding clients with agility and expertise, creating seamless pathways to long-term success
Dexbridge Capital offers a comprehensive range of investment advisory services, including portfolio management, financial planning, and specialized investment strategies. Our main goal is to help clients achieve their financial objectives through personalized investment solutions. At Dexbridge Capital, we specialize in implementing a resilient portfolio strategy with structured products and other financial instruments, designed to enhance our client's overall portfolio performance and withstand various market conditions. Our expertise and dedication provide a distinct advantage in today's complex financial markets. Our clients have the choice to tailormade their portfolio or invest in our readymade flagship products.
Our resilient portfolio strategy goes beyond the conventional 60/40 equity-bond allocation, offering a more dynamic and comprehensive approach to portfolio construction. By diversifying across equities, bonds, and alternative investments, we aim to mitigate risk and capitalize on growth opportunities in varying market conditions.
This strategy is reinforced by advanced hedging techniques and dynamic asset allocation, enabling us to adapt portfolios proactively in response to market fluctuations. Our focus extends beyond short-term performance, prioritizing long-term stability, reduced volatility, and sustainable growth.
In essence, our clients’ portfolios are thoughtfully engineered to withstand diverse market environments and thrive under different economic scenarios, ensuring they remain robust and well-positioned for future success.
Our clients have the choice to tailormade their portfolio or invest in our readymade flagship products. “Tailor-made” means 100% customized for you and your needs – You tell us your preferences and expectations on return, risk and time horizon and we create the product - just for you. For the tailor-made products the minimum investment amount is USD 1mn. “Ready-mades” are our highest conviction, readily available products, always in line with our in-house CIO view. In both ways you are smartly investing in a legacy of excellence and innovation.
Structured products are investment tools that combine traditional financial instruments, like stocks and bonds, with additional features, such as derivatives. They are designed to offer specific risk-return profiles that can't be achieved with standard investments alone. Here’s a simple way to understand them:
Imagine a structured product as a custom-built package of investments. This package aims to meet financial goals or needs, like providing a certain level of income or protecting against losses. For example, a structured product might offer a combination of a bond (which pays regular interest) and an option (which can increase in value if a particular stock performs well). This way, it can provide both steady income and the potential for extra profit.
In summary, structured products are specialized investments tailored to offer unique benefits, combining different financial elements to create a customized investment strategy.
Dexbridge Capital was incorporated in 2024. However, the portfolio strategy from our product manager has an impressive +14.62% p.a. or 38.86% since inception. All operations are published online and in real time as well. Here are a few highlights: Total Closed Trades of 114, of which 101 closed in profit, average duration of 4.25 and coupon yield of 7% (2021), 12% (2022) and 14% (2023, 2024).
Remark: As of August 2024
Trustful relationships over quick profits, outstanding client service, tailormade products with a resilient portfolio strategy and global expertise: Dexbridge Capital stands out due to our commitment to a personalized and client-centric service, close relationships with our clients, a transparent fee schedule and enhanced portfolio returns. If the above mentioned points are important to you – we are the right partner for you. Furthermore, our team of advisors have extensive experience in the financial industry and are dedicated to helping clients achieve their financial goals. We prioritize building long-term relationships with our clients and providing ongoing support and guidance throughout their investment journey.
We are aware that many financial firms have hidden fees and complicated structures. Therefore, having a straightforward and clear fee structure in place is of utmost importance for us to create trust with our clients. Our fees are simply based on a percentage of assets under advisory (AUA). Additional costs may include the usual trading fees, fund expense ratios, and other transaction-related charges, which will be clearly disclosed upfront. Detailed fee information is provided during the initial consultation.
Becoming a client of Dexbridge Capital is straightforward. You can start by scheduling an initial consultation with one of our advisors. During this meeting, we will discuss your financial goals, assess your risk tolerance, and explain our services in detail. Once we have a clear understanding of your needs, we will create a personalized investment plan for you.
You will have a dedicated relationship manager as your main point of contact, supported by a team of professionals to address your needs. You can reach us via phone, email, or through our website’s contact form. Our team response rate is fast, and we like a pro-active approach in contacting our clients.
Yes, we are registered with the relevant financial regulatory authorities in Abu Dhabi Global Market (ADGM) which is regulated by the Financial Services Regulatory Authority (FSRA). The FSRA is the regulatory body responsible for overseeing financial services and activities within ADGM, ensuring compliance with international standards and promoting a transparent and well-regulated financial market in Abu Dhabi.
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