Prestations

Discretionary Portfolio Management

Portfolio management mandate

The Principal authorizes DP Finance et Gestion SA to take the actions and to carry out all the operations that it considers convenient and that comply with your investment objectives.

Non-discretionary Portfolio Management

Administration mandate

With its written or verbal approval, the Principal authorizes DP Finance et Gestion SA to take the actions and to carry out all the operations that it considers convenient and that comply with your investment objectives.

 

Family Office

Services and advices related to the management of family assets :

  • portfolio analysis
  • asset consolidation
  • financing (mortgages, Lombard loans, …)
  • corporate director mandates
  • bookkeeping
  • administrator mandates (estate)
  • transfer of domicile
  • real estate estimates and analysis

For some of these services, we collaborate with external specialists recognized to offer the most advanced services on the market.

Portfolio restructuring and construction

A particular attention is paid to understanding and defining your needs, especially on the basis of:

  • your professional and family environment
  • your financial needs and objectives
  • your global wealth distribution
  • your time horizon
  • your risk appetite
  • your investment restrictions

Based on this information and your investment objectives, we suggest restructuring measures or proposals to build a tailor made portfolio.

Your added value

Independance

DP Finance et Gestion SA is independent, which guarantees a choice of products and solutions without conflicts of interests.

 Confidentialité et discretion

Privacy is assured in every step we take. Our computer system is highly protected.

Competences

The competence and the know-how of the company are ensured by professional collaborators benefiting from many years of expertise in the financial sector and in wealth management, in Switzerland and abroad.

Portfolio Management principles

Our portfolio management strategies and asset allocation are defined based on in depth analyses of the economic, political and monetary situation of the markets and their forecasts, then implemented according to your financial objectives.

Solidity

The capital of CHF 2 millions is entirely funded.

Size

The current size of DP Finance et Gestion SA enables to be closer to our customers and to ensure the follow-up of the defined objectives in an individualized way, while allowing the development of personalized solutions.

 

Self-regulation

DP Finance et Gestion SA is member of the most important Swiss self-regulation organization and is subject to the Swiss Code of Conduct on the exercise of the profession of independent asset manager, recognized by the Swiss Financial Market Supervisory Authority (FINMA).

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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Choose a trusted partner for the future of your assets

Partenaires financiers

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DP Finance et Gestion SA est membre de l’ASG

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