Discretionary Portfolio Management
By signing a portfolio management mandate, the principal, 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.
Services and advices related to the management of family assets :
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:
Based on this information and your investment objectives, we suggest restructuring measures or proposals to build a tailor made portfolio.
Your added value
DP Finance et Gestion SA is neutral, which guarantees a choice of products and solutions without conflicts of interests.
Privacy is assured in every step we take. Our computer system is highly protected.
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.
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.
The capital of CHF 2 millions is entirely funded.
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.
DP Finance et Gestion SA is member of the most important Swiss self-regulation organization SAAM and AOOS. It is thus 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).
In accordance with the legal requirements arising from LSFin, we have joined a mediation body. We inform you that in the event of any disagreement between us, you have this possibility of resorting to mediation. You will find the contact details of this mediation body below:
OFS Ombud Finance Switzerland
Rue du Conseil Général 10
Phone. : +41 22 808 04 51
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7 rules representative of our commitment and obligations to our customers.Learn more