Nelson Barbosa

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Managing Director

Began his career at Credit Suisse in 1993, where he completed an apprenticeship, obtained an EPCS+ professional maturity in banking, a Frontline Certification – Relationship Manager Credit Suisse PCS, as well as the SAQ Wealth Management Advisor CWMA certification. From the beginning of his career, he specialized in wealthy Swiss clients, focusing on the activity of Private Banking and HNWI (High Net Worth Individuals). During this period, he held various positions of increasing importance, mainly as Relationship Manager Expert for HNWI Onshore clients, thus acquiring a solid expertise in wealth management for high net worth clients. His career flourished above all with Credit Suisse where he worked in Fribourg, Zurich, and especially in Lausanne and the region. In the early 2000s, he also held wealth management positions in a Geneva private bank, then he worked as a wealth advisor specializing in life insurance at Allianz Suisse SA, consolidating his vast experience in the field of wealth management. At the end of 2004, he reintegrate Credit Suisse. In January 2019, he was appointed Director at Credit Suisse, demonstrating his competence and his significant contribution to the company. With his in-depth expertise and remarkable professional background, he is a highly qualified professional in private wealth management, with a career of more than 29 years in the Swiss banking sector. He joined DP Finance et Gestion in 2023, where he brings his know-how in private wealth management.

Financial partners

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