Backed by decades of combined wealth management expertise,

We are dedicated to providing innovative and tailored investment solutions that align with our clients’ unique financial goals. By diversifying portfolios across various sectors, we enable our clients to benefit from a wide range of opportunities—balancing growth with effective risk management.

Our experienced team takes a strategic and disciplined approach, continuously monitoring market trends and adapting our strategies to optimize returns ensuring that our clients receive expert guidance and support throughout the process.

At JBDN INVEST AG, we proudly serve both private and institutional clients, delivering dependable support and tailored strategies designed to protect and grow wealth across generations. As part of Switzerland’s respected financial services environment, we are well-positioned to deliver exceptional value and foster long-term relationships built on confidence and results.

Our commitment to excellence, innovation, and client-first solutions sets us apart in the dynamic world of wealth and asset management.

Excellence in Wealth & Asset Management

OUR TEAM

At JBDN INVEST AG, our strength lies in the expertise and dedication of our people. Our team combines decades of experience in wealth management, asset management, and financial planning, bringing together diverse skills to serve our clients with excellence.

We are more than advisors — we are trusted partners. Each member of our team is committed to understanding our clients’ unique goals and delivering solutions tailored to their needs. With backgrounds in investment management, private banking, and family office services, we bring both Swiss precision and international perspective to every decision.

Guided by strong values of integrity, transparency, and responsibility, our professionals work closely with entrepreneurs, families, and institutions, ensuring that wealth is not only preserved but also positioned for sustainable growth across generations.

At JBDN INVEST AG, we believe that the right team makes all the difference. Together, we navigate the complexities of global finance and provide our clients with the confidence to achieve their financial ambitions.

Financial Advisor

Mr. Thomas Namdar

E-mail. namdar@jbdn-invest.com

Financial Consultant

Mr. Matthias de Gousada

E-mail. gousada@jbdn-invest.com

Financial Consultant

Mr. Dieter Schulz

E-mail. schulz@jbdn-invest.com

Management

Advisory & Consulting

Administration

Managing Director

Mr. Giovanni Battista di Natale

E-mail natale@jbdn-invest.com

Chief Executive Officer

Mr. Phurum Mittal

E-mail. mittal@jbdn-invest.com

Chief Executive Officer

Mr. Simon Azrieli

E-mail. azrieli@jbdn-invest.com

Administration

Mr. Caroline Weiss

E-mail. info@jbdn-invest.com

Contact us for more personalized solutions

We provide tailored wealth and asset management services, helping clients grow, preserve, and transition their wealth. If you have any inquiries or need further information, we encourage you to reach out to us. The most efficient way to get in touch is through email, where our team is ready to assist you promptly. Alternatively, you can use the contact form on our website for a quick response. We value your questions and feedback, and we aim to provide the best service possible. Don't hesitate to connect with us, and we will ensure that your concerns are addressed in a timely manner. Your satisfaction is our priority, so let us know how we can help you today!