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Regulatory environment

Compliance and Ethics as driving principles

CDMA is a Swiss-based asset management firm, located in Geneva. As such, we operate and are regulated under Swiss law.

Our company is a regulated member of the OARG - Organisme d’Autorégulation des Gérants de Patrimoine, and we are thus authorized to operate as asset managers in Switzerland.

The OARG regulatory board is itself affiliated with FINMA, the Swiss financial market supervisory Authority.

As for all private asset management activity, membership of a regulatory body such as OARG provides the guarantee of our compliance with relevant regulations in relation to:

  • Legal and financial reporting
  • Due diligence covering staff, trading partners and clients
  • Audit requirements

For detailed information about OARG, visit