Mandates

We define with you the appropriate portfolio management strategy according to your objectives.

 

Orientation

Objectives

Risk degree

Bond Portfolio
Maintain capital
Earnings through current income
Low risk tolerance
Relatively low level of fluctuation in asset value

 

Income oriented
Maintain capital in real terms
Earnings through current income
Below average risk tolerance
Minimal acceptance of fluctuation in asset value

 

Balanced
Long term capital growth through emphasis on capital gains
Above average risk tolerance
Acceptance of higher degree of fluctuation in asset value

 

Dynamic
Long term capital growth through greater emphasis on capital and and currency gains
Above average risk tolerance
Greater degree of fluctuation of asset value accepted

 

Equity portfolio
Long term capital growth through investment in equities
High risk tolerance
Acceptance of high degree of fluctuations in asset value

 

Reference currency

CHF, EUR, USD

Personal Choices

we gladly take them into account

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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