Asset Management

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

Our professionalism is a guarantee of products and solutions without conflicts of interests, thanks to the open architecture of our network, a selection of partners of choice and rigorous ethic principles.

Our flexibility insures quick decisions, taken locally, enabling more efficient strategic and tactical changes, quickly adapted to the evolution of global markets.

Our neutrality is the promise of a choice of banking and financial partners that suits you best.


Responsible investment

In choosing our investment universe, we intend to increase the weight of environmental, social and governance (ESG) criteria as well as socially responsible investments (SRI). In our selection process we have chosen to exclude, as far as possible, industries that do not meet our ethical criteria and favor companies that are concerned about their social and environmental impact.

Conscious that respect for sustainable development is essential in today’s environment, our approach to responsible investment is set to evolve as corporate behavior and investment perspectives evolve. We are convinced that the companies that care about ESG and SRI issues will be better perceived than their competitors in the medium and long term, thus offering better investment opportunities. This approach remains evolutionary.

Financial partners

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DP Finance et Gestion SA, operating as a financial service provider, is: