Since 1992, we advise you in managing your assets

Our independence at your service

Presentation

DP Finance et Gestion SA is a specialized private wealth management company.

Created in 1992 by Mr. Charly Duvoisin and Roland Probst, it counts today nine experienced collaborators.

Spheres of activities of DP Finance et Gestion SA cover wealth management, tax and estate planning as well as Family Office services.

Our independence, rigorous ethics, our will of excellence, team spirit and the choice of first class strategic partners of quality are the values which made our reputation.

Generation after generation, our action is carried over the long run, in order to ensure a top-of-the-range personalized services in full independence.

The competence and expertise of our company are provided by professional employees with many years of experience in the financial sector and asset management, in Switzerland and abroad.

Financial letter

2 times a year, discover our forecasts on the economy and markets

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Golden rules

7 rules representative of our commitment and obligations to our customers.

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Partenaires financiers

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DP Finance et Gestion SA est membre de l’ASG

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