Mandates

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

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

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

authorized to practice, as a wealth manager, by the Swiss Financial Market Supervisory Authority FINMA

subject to the ongoing supervision of AOOS, SO, supervisory body within the meaning of the law on the Financial Market Supervision Act, FINMASA

affiliated to the Swiss Association of Asset Managers ASG, umbrella association of the branch

affiliated to the Foundation OFS Ombud Finance Switzerland, recognized as an Ombudsman’s Offices by the Federal Department of Finance

Financial letter